PFW Advisors’s Truist Financial TFC Stock Holding History

PFW 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	$247K	Buy	4,966 +15	+0.3%	+$738	0.07%	110
2026 Q1	$228K	Hold	4,951	–	–	0.07%	110
2025 Q4	$244K	Hold	4,951	–	–	0.07%	107
2025 Q3	$226K	Hold	4,951	–	–	0.07%	120
2025 Q2	$213K	Sell	4,951 -273	-5%	-$10.7K	0.07%	120
2025 Q1	$215K	Buy	5,224 +3	+0.1%	+$134	0.07%	115
2024 Q4	$227K	Buy	+5,221	New	+$233K	0.07%	112
2024 Q2	$203K	Buy	5,214 +6	+0.1%	+$227	0.06%	116
2024 Q1	$203K	Buy	+5,208	New	+$191K	0.06%	120
2019 Q3	$223K	Buy	+5,216	New	+$258K	0.07%	113

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

PFW Advisors's TFC Position: Q2 2026 in Review

PFW Advisors increased its Truist Financial (TFC) stake by 0.3% in Q2 2026, buying an estimated $738 and bringing the position to 4,966 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #110.

PFW Advisors first reported a position in TFC in Q3 2019 and has held it in 10 quarters since. 326 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

PFW Advisors held 4,966 shares of Truist Financial worth $247K as of Q2 2026.
PFW Advisors bought 15 Truist Financial shares in Q2 2026, an estimated $738.
Truist Financial made up 0.07% of PFW Advisors's portfolio in Q2 2026, its #110 holding.
PFW Advisors first reported a position in Truist Financial in Q3 2019 and has held it in 10 quarters since.
326 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.