Pathway Financial Advisors’s Truist Financial TFC Stock Holding History

Pathway Financial Advisors’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$241K	Buy	4,726 +100	+2%	+$4.92K	0.03%	126
2026 Q1	$218K	Hold	4,626	–	–	0.03%	131
2025 Q4	$237K	Hold	4,626	–	–	0.03%	134
2025 Q3	$212K	Buy	+4,626	New	+$209K	0.03%	138
2025 Q2	–	Sell	-12,059	Closed	-$496K	–	171
2025 Q1	$496K	Sell	12,059 -65	-0.5%	-$2.9K	0.09%	92
2024 Q4	$526K	Buy	12,124 +260	+2%	+$11.6K	0.12%	93
2024 Q3	$507K	Hold	11,864	–	–	0.13%	91
2024 Q2	$461K	Hold	11,864	–	–	0.12%	94
2024 Q1	$462K	Hold	11,864	–	–	0.13%	94
2023 Q4	$438K	Sell	11,864 -188	-2%	-$5.9K	0.13%	92
2023 Q3	$345K	Buy	12,052 +188	+2%	+$5.78K	0.12%	89
2023 Q2	$360K	Hold	11,864	–	–	0.12%	87
2023 Q1	$405K	Hold	11,864	–	–	0.14%	77
2022 Q4	$511K	Hold	11,864	–	–	0.16%	63
2022 Q3	$517K	Hold	11,864	–	–	0.18%	60
2022 Q2	$563K	Hold	11,864	–	–	0.23%	56
2022 Q1	$673K	Hold	11,864	–	–	0.25%	50
2021 Q4	$745K	Buy	+11,864	New	+$725K	0.27%	48
2021 Q1	$715K	Hold	11,864	–	–	0.28%	43
2020 Q4	$676K	Hold	11,864	–	–	0.28%	42
2020 Q3	$460K	Sell	11,864 -424	-3%	-$16K	0.18%	53
2020 Q2	$461K	Hold	12,288	–	–	0.14%	49
2020 Q1	$334K	Hold	12,288	–	–	0.11%	59
2019 Q4	$692K	Buy	+12,288	New	+$665K	0.2%	49

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Pathway Financial Advisors's TFC Position: Q2 2026 in Review

Pathway Financial Advisors increased its Truist Financial (TFC) stake by 2.2% in Q2 2026, buying an estimated $4.92K and bringing the position to 4,726 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #126.

Pathway Financial Advisors first reported a position in TFC in Q4 2019 and has held it in 24 quarters since. The position peaked at $745K in Q4 2021. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Pathway Financial Advisors held 4,726 shares of Truist Financial worth $241K as of Q2 2026.
Pathway Financial Advisors bought 100 Truist Financial shares in Q2 2026, an estimated $4.92K.
Truist Financial made up 0.03% of Pathway Financial Advisors's portfolio in Q2 2026, its #126 holding.
Pathway Financial Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 24 quarters since.
Pathway Financial Advisors's Truist Financial position peaked at $745K in Q4 2021.
261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.