Register Financial Advisors’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	$1.04M	Buy	20,829 +55	+0.3%	+$2.71K	0.32%	84
2026 Q1	$955K	Buy	20,774 +54	+0.3%	+$2.67K	0.35%	78
2025 Q4	$1.02M	Buy	20,720 +55	+0.3%	+$2.53K	0.4%	75
2025 Q3	$945K	Buy	20,665 +55	+0.3%	+$2.48K	0.37%	74
2025 Q2	$886K	Buy	20,610 +2,211	+12%	+$86.5K	0.39%	70
2025 Q1	$757K	Buy	18,399 +3,740	+26%	+$167K	0.39%	69
2024 Q4	$636K	Buy	14,659 +49	+0.3%	+$2.19K	0.32%	80
2024 Q3	$625K	Sell	14,610 -1,398	-9%	-$59K	0.32%	86
2024 Q2	$622K	Sell	16,008 -1,036	-6%	-$39.1K	0.31%	85
2024 Q1	$664K	Sell	17,044 -201	-1%	-$7.35K	0.34%	75
2023 Q4	$637K	Buy	17,245 +5,147	+43%	+$162K	0.43%	63
2023 Q3	$346K	Sell	12,098 -854	-7%	-$26.3K	0.25%	89
2023 Q2	$393K	Buy	12,952 +95	+0.7%	+$2.95K	0.28%	87
2023 Q1	$438K	Buy	12,857 +1,215	+10%	+$53K	0.34%	80
2022 Q4	$501K	Buy	+11,642	New	+$511K	0.32%	80

Other funds holding TFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Register Financial Advisors's TFC Position: Q2 2026 in Review

Register Financial Advisors increased its Truist Financial (TFC) stake by 0.26% in Q2 2026, buying an estimated $2.71K and bringing the position to 20,829 shares worth $1.04M. The position accounts for 0.32% of the portfolio, ranked #84.

Register Financial Advisors first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Register Financial Advisors held 20,829 shares of Truist Financial worth $1.04M as of Q2 2026.
Register Financial Advisors bought 55 Truist Financial shares in Q2 2026, an estimated $2.71K.
Truist Financial made up 0.32% of Register Financial Advisors's portfolio in Q2 2026, its #84 holding.
Register Financial Advisors first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.