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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
2023
Q4 		– Sell
-3,000
Closed -$858 – 2489
2023
Q3 		$858 Buy
+3,000
New +$92.3K ﹤0.01% 2262

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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. 661 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.
  • 661 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.