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RFG Advisory’s Truist Financial TFC Stock Holding History

RFG Advisory’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 		$1.33M Buy
26,597
+116
+0.4% +$5.71K 0.02% 479
2026
Q1 		$1.22M Buy
26,481
+5,838
+28% +$288K 0.02% 493
2025
Q4 		$1.02M Sell
20,643
-64
-0.3% -$2.95K 0.02% 517
2025
Q3 		$947K Sell
20,707
-2,679
-11% -$121K 0.02% 505
2025
Q2 		$1.01M Buy
23,386
+1,032
+5% +$40.4K 0.02% 441
2025
Q1 		$920K Sell
22,354
-600
-3% -$26.7K 0.02% 420
2024
Q4 		$996K Sell
22,954
-1,026
-4% -$45.8K 0.03% 366
2024
Q3 		$1.03M Buy
23,980
+1,972
+9% +$83.3K 0.03% 360
2024
Q2 		$855K Sell
22,008
-5,610
-20% -$212K 0.03% 378
2024
Q1 		$1.08M Buy
27,618
+377
+1% +$13.8K 0.04% 339
2023
Q4 		$1.01M Sell
27,241
-437
-2% -$13.7K 0.04% 323
2023
Q3 		$792K Sell
27,678
-2,920
-10% -$89.8K 0.04% 325
2023
Q2 		$929K Buy
30,598
+527
+2% +$16.4K 0.04% 310
2023
Q1 		$1.03M Buy
30,071
+89
+0.3% +$3.88K 0.05% 272
2022
Q4 		$1.5M Buy
29,982
+3,028
+11% +$133K 0.08% 199
2022
Q3 		$1.2M Buy
26,954
+366
+1% +$17.6K 0.07% 230
2022
Q2 		$1.33M Buy
26,588
+2,671
+11% +$132K 0.08% 194
2022
Q1 		$1.36M Buy
+23,917
New +$1.48M 0.09% 163
2019
Q4 		– Sell
-5,703
Closed -$304K – 381
2019
Q3 		$304K Buy
5,703
+288
+5% +$14.3K 0.06% 245
2019
Q2 		$267K Buy
+5,415
New +$265K 0.06% 249
2019
Q1 		– Sell
-10,019
Closed -$434K – 300
2018
Q4 		$434K Buy
+10,019
New +$481K 0.11% 148

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
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

RFG Advisory's TFC Position: Q2 2026 in Review

RFG Advisory increased its Truist Financial (TFC) stake by 0.44% in Q2 2026, buying an estimated $5.71K and bringing the position to 26,597 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #479.

RFG Advisory first reported a position in TFC in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.5M in Q4 2022. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • RFG Advisory held 26,597 shares of Truist Financial worth $1.33M as of Q2 2026.
  • RFG Advisory bought 116 Truist Financial shares in Q2 2026, an estimated $5.71K.
  • Truist Financial made up 0.02% of RFG Advisory's portfolio in Q2 2026, its #479 holding.
  • RFG Advisory first reported a position in Truist Financial in Q4 2018 and has held it in 21 quarters since.
  • RFG Advisory's Truist Financial position peaked at $1.5M in Q4 2022.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.