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Physician Wealth Advisors’s Truist Financial TFC Stock Holding History

Physician Wealth 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 		$85.2K Buy
1,709
+230
+16% +$11.3K 0.01% 337
2026
Q1 		$68K Buy
1,479
+6
+0.4% +$296 0.01% 339
2025
Q4 		$72.5K Sell
1,473
-256
-15% -$11.8K 0.01% 320
2025
Q3 		$79.1K Buy
1,729
+376
+28% +$17K 0.01% 303
2025
Q2 		$58.2K Buy
1,353
+7
+0.5% +$274 0.01% 323
2025
Q1 		$55.4K Sell
1,346
-12
-0.9% -$535 0.01% 317
2024
Q4 		$58.9K Buy
+1,358
New +$60.6K 0.01% 319

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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

Physician Wealth Advisors's TFC Position: Q2 2026 in Review

Physician Wealth Advisors increased its Truist Financial (TFC) stake by 16% in Q2 2026, buying an estimated $11.3K and bringing the position to 1,709 shares worth $85.2K. The position accounts for 0.01% of the portfolio, ranked #337.

Physician Wealth Advisors first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Physician Wealth Advisors held 1,709 shares of Truist Financial worth $85.2K as of Q2 2026.
  • Physician Wealth Advisors bought 230 Truist Financial shares in Q2 2026, an estimated $11.3K.
  • Truist Financial made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #337 holding.
  • Physician Wealth Advisors first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 320 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.