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Private Advisor Group’s Truist Financial TFC Stock Holding History

Private Advisor Group’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 		$2.24M Sell
45,041
-26,955
-37% -$1.33M 0.01% 963
2026
Q1 		$3.31M Sell
71,996
-3,805
-5% -$188K 0.02% 814
2025
Q4 		$3.73M Sell
75,801
-633
-0.8% -$29.2K 0.02% 754
2025
Q3 		$3.49M Sell
76,434
-1,555
-2% -$70.1K 0.02% 766
2025
Q2 		$3.35M Sell
77,989
-4,939
-6% -$193K 0.02% 732
2025
Q1 		$3.41M Sell
82,928
-1,626
-2% -$72.4K 0.02% 675
2024
Q4 		$3.67M Buy
84,554
+5,080
+6% +$227K 0.02% 630
2024
Q3 		$3.4M Buy
79,474
+4,718
+6% +$199K 0.02% 651
2024
Q2 		$2.9M Buy
74,756
+916
+1% +$34.6K 0.02% 693
2024
Q1 		$2.88M Sell
73,840
-7,316
-9% -$268K 0.02% 652
2023
Q4 		$3M Buy
81,156
+640
+0.8% +$20.1K 0.02% 608
2023
Q3 		$2.3M Buy
80,516
+21,149
+36% +$650K 0.02% 656
2023
Q2 		$1.84M Buy
59,367
+26,398
+80% +$820K 0.02% 747
2023
Q1 		$1.12M Sell
32,969
-4,771
-13% -$208K 0.01% 936
2022
Q4 		$479K Sell
37,740
-299
-0.8% -$13.1K 0.02% 582
2022
Q3 		$1.66M Sell
38,039
-31,262
-45% -$1.5M 0.02% 705
2022
Q2 		$3.29M Buy
69,301
+1,987
+3% +$98K 0.03% 555
2022
Q1 		$3.82M Sell
67,314
-3,105
-4% -$192K 0.03% 545
2021
Q4 		$4.12M Sell
70,419
-17,111
-20% -$1.05M 0.03% 526
2021
Q3 		$5.13M Buy
87,530
+38,567
+79% +$2.16M 0.03% 498
2021
Q2 		$2.72M Buy
48,963
+7,440
+18% +$437K 0.02% 643
2021
Q1 		$2.42M Buy
41,523
+5,270
+15% +$289K 0.02% 630
2020
Q4 		$1.74M Buy
36,253
+5,066
+16% +$229K 0.02% 701
2020
Q3 		$1.18M Sell
31,187
-2,114
-6% -$79.6K 0.02% 727
2020
Q2 		$1.25M Sell
33,301
-4,571
-12% -$165K 0.02% 676
2020
Q1 		$1.17M Sell
37,872
-3,601
-9% -$170K 0.02% 605
2019
Q4 		$2.34M Buy
41,473
+2,876
+7% +$156K 0.04% 479
2019
Q3 		$2.07M Buy
38,597
+4,797
+14% +$238K 0.03% 536
2019
Q2 		$1.66M Sell
33,800
-27
-0.1% -$1.32K 0.03% 537
2019
Q1 		$1.57M Buy
33,827
+4,183
+14% +$204K 0.03% 513
2018
Q4 		$1.28M Sell
29,644
-9,643
-25% -$463K 0.03% 508
2018
Q3 		$1.91M Buy
39,287
+7,469
+23% +$383K 0.04% 450
2018
Q2 		$1.62M Buy
31,818
+20,383
+178% +$1.08M 0.03% 339
2018
Q1 		$597K Sell
11,435
-14,429
-56% -$777K 0.02% 598
2017
Q4 		$1.33M Sell
25,864
-7,320
-22% -$353K 0.06% 344
2017
Q3 		$1.57M Buy
33,184
+1,365
+4% +$62.7K 0.04% 444
2017
Q2 		$1.44M Sell
31,819
-399,765
-93% -$17.4M 0.04% 437
2017
Q1 		$6.56M Buy
431,584
+400,114
+1,271% +$18.7M 0.18% 129
2016
Q4 		$1.47M Buy
31,470
+9,654
+44% +$411K 0.05% 385
2016
Q3 		$835K Sell
21,816
-8,089
-27% -$301K 0.03% 480
2016
Q2 		$1.03M Buy
29,905
+11,276
+61% +$394K 0.04% 405
2016
Q1 		$632K Buy
18,629
+2,228
+14% +$74K 0.03% 494
2015
Q4 		$620K Buy
16,401
+2,351
+17% +$88.4K 0.03% 529
2015
Q3 		$500K Buy
14,050
+1,474
+12% +$56.9K 0.03% 575
2015
Q2 		$507K Buy
12,576
+899
+8% +$35.6K 0.02% 589
2015
Q1 		$455K Buy
11,677
+827
+8% +$31.2K 0.03% 591
2014
Q4 		$422K Buy
10,850
+1,769
+19% +$66.6K 0.03% 598
2014
Q3 		$338K Buy
9,081
+1,755
+24% +$66.3K 0.02% 655
2014
Q2 		$289K Sell
7,326
-128
-2% -$4.91K 0.02% 670
2014
Q1 		$299K Sell
7,454
-274
-4% -$10.5K 0.03% 570
2013
Q4 		$288K Buy
+7,728
New +$267K 0.03% 536

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Private Advisor Group's TFC Position: Q2 2026 in Review

Private Advisor Group reduced its Truist Financial (TFC) stake by 37% in Q2 2026, selling an estimated $1.33M and leaving 45,041 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #963.

Private Advisor Group first reported a position in TFC in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.56M in Q1 2017. 705 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Private Advisor Group held 45,041 shares of Truist Financial worth $2.24M as of Q2 2026.
  • Private Advisor Group sold 26,955 Truist Financial shares in Q2 2026, an estimated $1.33M.
  • Truist Financial made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #963 holding.
  • Private Advisor Group first reported a position in Truist Financial in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Truist Financial position peaked at $6.56M in Q1 2017.
  • 705 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.