Raffa Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.9K | Buy |
219
+30
| +16% | +$1.48K | ﹤0.01% | 408 |
|
|
2026
Q1 | $8.69K | Buy |
189
+4
| +2% | +$198 | ﹤0.01% | 424 |
|
|
2025
Q4 | $9.1K | Sell |
185
-51
| -22% | -$2.35K | ﹤0.01% | 391 |
|
|
2025
Q3 | $10.8K | Buy |
236
+38
| +19% | +$1.71K | ﹤0.01% | 349 |
|
|
2025
Q2 | $8.51K | Hold |
198
| – | – | ﹤0.01% | 408 |
|
|
2025
Q1 | $8.15K | Hold |
198
| – | – | ﹤0.01% | 348 |
|
|
2024
Q4 | $8.59K | Hold |
198
| – | – | ﹤0.01% | 352 |
|
|
2024
Q3 | $8.47K | Sell |
198
-2,567
| -93% | -$108K | ﹤0.01% | 334 |
|
|
2024
Q2 | $107K | Hold |
2,765
| – | – | 0.03% | 141 |
|
|
2024
Q1 | $108K | Buy |
2,765
+2,567
| +1,296% | +$93.9K | 0.03% | 140 |
|
|
2023
Q4 | $7.31K | Hold |
198
| – | – | ﹤0.01% | 340 |
|
|
2023
Q3 | $5.67K | Hold |
198
| – | – | ﹤0.01% | 360 |
|
|
2023
Q2 | $6.01K | Sell |
198
-2,676
| -93% | -$83.1K | ﹤0.01% | 357 |
|
|
2023
Q1 | $98K | Buy |
2,874
+51
| +2% | +$2.23K | 0.04% | 100 |
|
|
2022
Q4 | $121K | Sell |
2,823
-1,066
| -27% | -$46.8K | 0.05% | 71 |
|
|
2022
Q3 | $169K | Hold |
3,889
| – | – | 0.08% | 62 |
|
|
2022
Q2 | $184K | Sell |
3,889
-519
| -12% | -$25.6K | 0.08% | 59 |
|
|
2022
Q1 | $250K | Sell |
4,408
-75
| -2% | -$4.63K | 0.09% | 53 |
|
|
2021
Q4 | $262K | Buy |
4,483
+75
| +2% | +$4.58K | 0.09% | 52 |
|
|
2021
Q3 | $259K | Sell |
4,408
-8
| -0.2% | -$447 | 0.09% | 44 |
|
|
2021
Q2 | $245K | Buy |
4,416
+519
| +13% | +$30.5K | 0.08% | 45 |
|
|
2021
Q1 | $227K | Buy |
3,897
+18
| +0.5% | +$987 | 0.08% | 61 |
|
|
2020
Q4 | $186K | Sell |
3,879
-324
| -8% | -$14.7K | 0.07% | 68 |
|
|
2020
Q3 | $160K | Sell |
4,203
-553
| -12% | -$20.8K | 0.06% | 66 |
|
|
2020
Q2 | $179K | Sell |
4,756
-745
| -14% | -$26.8K | 0.07% | 57 |
|
|
2020
Q1 | $170K | Sell |
5,501
-728
| -12% | -$34.4K | 0.06% | 56 |
|
|
2019
Q4 | $351K | Buy |
6,229
+62
| +1% | +$3.36K | 0.12% | 54 |
|
|
2019
Q3 | $329K | Buy |
+6,167
| New | +$306K | 0.12% | 54 |
|
|
2019
Q2 | – | Sell |
-167
| Closed | -$7.77K | – | 1316 |
|
|
2019
Q1 | $7.77K | Hold |
167
| – | – | ﹤0.01% | 200 |
|
|
2018
Q4 | $7.23K | Hold |
167
| – | – | ﹤0.01% | 224 |
|
|
2018
Q3 | $8.11K | Hold |
167
| – | – | ﹤0.01% | 227 |
|
|
2018
Q2 | $8.42K | Hold |
167
| – | – | ﹤0.01% | 215 |
|
|
2018
Q1 | $8.69K | Buy |
167
+67
| +67% | +$3.61K | ﹤0.01% | 211 |
|
|
2017
Q4 | $4.97K | Hold |
100
| – | – | ﹤0.01% | 218 |
|
|
2017
Q3 | $4.69K | Hold |
100
| – | – | ﹤0.01% | 237 |
|
|
2017
Q2 | $4.54K | Hold |
100
| – | – | ﹤0.01% | 239 |
|
|
2017
Q1 | $4.47K | Sell |
100
-41
| -29% | -$1.92K | ﹤0.01% | 219 |
|
|
2016
Q4 | $6.63K | Sell |
141
-3
| -2% | -$128 | ﹤0.01% | 204 |
|
|
2016
Q3 | $5.43K | Hold |
144
| – | – | ﹤0.01% | 216 |
|
|
2016
Q2 | $5.13K | Buy |
144
+10
| +7% | +$349 | ﹤0.01% | 208 |
|
|
2016
Q1 | $4.46K | Hold |
134
| – | – | ﹤0.01% | 224 |
|
|
2015
Q4 | $5.07K | Sell |
134
-12
| -8% | -$451 | ﹤0.01% | 207 |
|
|
2015
Q3 | $5.2K | Buy |
146
+28
| +24% | +$1.08K | ﹤0.01% | 215 |
|
|
2015
Q2 | $4.76K | Hold |
118
| – | – | ﹤0.01% | 207 |
|
|
2015
Q1 | $4.6K | Hold |
118
| – | – | ﹤0.01% | 203 |
|
|
2014
Q4 | $4.59K | Hold |
118
| – | – | ﹤0.01% | 210 |
|
|
2014
Q3 | $4.39K | Buy |
+118
| New | +$4.46K | ﹤0.01% | 213 |
|
|
2014
Q1 | – | Sell |
-118
| Closed | -$4.59K | – | 687 |
|
|
2013
Q4 | $4.59K | Buy |
+118
| New | +$4.08K | ﹤0.01% | 210 |
|
Other funds holding TFC
Raffa Wealth Management's TFC Position: Q2 2026 in Review
Raffa Wealth Management increased its Truist Financial (TFC) stake by 16% in Q2 2026, buying an estimated $1.48K and bringing the position to 219 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #408.
Raffa Wealth Management first reported a position in TFC in Q4 2013 and has held it in 48 quarters since. The position peaked at $351K in Q4 2019. 1,623 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Raffa Wealth Management held 219 shares of Truist Financial worth $10.9K as of Q2 2026.
- Raffa Wealth Management bought 30 Truist Financial shares in Q2 2026, an estimated $1.48K.
- Truist Financial made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #408 holding.
- Raffa Wealth Management first reported a position in Truist Financial in Q4 2013 and has held it in 48 quarters since.
- Raffa Wealth Management's Truist Financial position peaked at $351K in Q4 2019.
- 1,623 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.