River Wealth 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
Q1 | $370K | Buy |
+8,057
| New | +$398K | 0.04% | 165 |
|
|
2025
Q4 | – | Sell |
-23,024
| Closed | -$1.05M | – | 215 |
|
|
2025
Q3 | $1.05M | Sell |
23,024
-1,204
| -5% | -$54.3K | 0.12% | 109 |
|
|
2025
Q2 | $1.04M | Sell |
24,228
-3,812
| -14% | -$149K | 0.13% | 112 |
|
|
2025
Q1 | $1.15M | Sell |
28,040
-3,516
| -11% | -$157K | 0.16% | 99 |
|
|
2024
Q4 | $1.37M | Sell |
31,556
-3,530
| -10% | -$158K | 0.18% | 96 |
|
|
2024
Q3 | $1.5M | Sell |
35,086
-4,242
| -11% | -$179K | 0.2% | 98 |
|
|
2024
Q2 | $1.53M | Sell |
39,328
-9,415
| -19% | -$356K | 0.22% | 92 |
|
|
2024
Q1 | $1.9M | Sell |
48,743
-7,731
| -14% | -$283K | 0.28% | 87 |
|
|
2023
Q4 | $2.09M | Sell |
56,474
-4,926
| -8% | -$155K | 0.33% | 74 |
|
|
2023
Q3 | $1.76M | Sell |
61,400
-1,197
| -2% | -$36.8K | 0.31% | 81 |
|
|
2023
Q2 | $1.9M | Sell |
62,597
-72
| -0.1% | -$2.24K | 0.32% | 80 |
|
|
2023
Q1 | $2.14M | Buy |
62,669
+8,580
| +16% | +$375K | 0.39% | 75 |
|
|
2022
Q4 | $2.33M | Sell |
54,089
-6,250
| -10% | -$274K | 0.45% | 68 |
|
|
2022
Q3 | $2.63M | Sell |
60,339
-3,149
| -5% | -$152K | 0.57% | 53 |
|
|
2022
Q2 | $3.01M | Sell |
63,488
-3,006
| -5% | -$148K | 0.55% | 57 |
|
|
2022
Q1 | $3.77M | Buy |
66,494
+428
| +0.6% | +$26.4K | 0.6% | 48 |
|
|
2021
Q4 | $3.87M | Sell |
66,066
-44
| -0.1% | -$2.69K | 0.6% | 49 |
|
|
2021
Q3 | $3.88M | Sell |
66,110
-760
| -1% | -$42.5K | 0.66% | 42 |
|
|
2021
Q2 | $3.71M | Sell |
66,870
-2,625
| -4% | -$154K | 0.65% | 42 |
|
|
2021
Q1 | $4.05M | Sell |
69,495
-3,949
| -5% | -$216K | 0.76% | 34 |
|
|
2020
Q4 | $3.52M | Sell |
73,444
-5,371
| -7% | -$243K | 0.76% | 33 |
|
|
2020
Q3 | $3M | Sell |
78,815
-21,751
| -22% | -$819K | 0.78% | 34 |
|
|
2020
Q2 | $3.78M | Sell |
100,566
-568
| -0.6% | -$20.5K | 1.15% | 22 |
|
|
2020
Q1 | $3.12M | Sell |
101,134
-9,749
| -9% | -$461K | 1.25% | 22 |
|
|
2019
Q4 | $6.25M | Buy |
110,883
+48,106
| +77% | +$2.6M | 2.11% | 8 |
|
|
2019
Q3 | $3.35M | Sell |
62,777
-2,653
| -4% | -$131K | 1.27% | 20 |
|
|
2019
Q2 | $3.21M | Sell |
65,430
-3,410
| -5% | -$167K | 1.25% | 20 |
|
|
2019
Q1 | $3.2M | Sell |
68,840
-2,641
| -4% | -$129K | 1.34% | 19 |
|
|
2018
Q4 | $3.1M | Sell |
71,481
-4,775
| -6% | -$229K | 1.38% | 16 |
|
|
2018
Q3 | $3.7M | Sell |
76,256
-2,381
| -3% | -$122K | 1.36% | 15 |
|
|
2018
Q2 | $3.97M | Sell |
78,637
-676
| -0.9% | -$35.9K | 1.54% | 9 |
|
|
2018
Q1 | $4.13M | Sell |
79,313
-173
| -0.2% | -$9.32K | 1.74% | 8 |
|
|
2017
Q4 | $3.95M | Sell |
79,486
-242
| -0.3% | -$11.7K | 1.64% | 9 |
|
|
2017
Q3 | $3.74M | Sell |
79,728
-41
| -0.1% | -$1.89K | 1.69% | 9 |
|
|
2017
Q2 | $3.62M | Sell |
79,769
-123
| -0.2% | -$5.34K | 1.69% | 7 |
|
|
2017
Q1 | $3.57M | Sell |
79,892
-366
| -0.5% | -$17.1K | 1.73% | 7 |
|
|
2016
Q4 | $3.77M | Buy |
80,258
+3,317
| +4% | +$141K | 1.91% | 5 |
|
|
2016
Q3 | $2.9M | Buy |
76,941
+2,397
| +3% | +$89.3K | 1.6% | 11 |
|
|
2016
Q2 | $2.65M | Sell |
74,544
-1,299
| -2% | -$45.4K | 1.52% | 14 |
|
|
2016
Q1 | $2.52M | Buy |
75,843
+6,677
| +10% | +$222K | 1.51% | 14 |
|
|
2015
Q4 | $2.62M | Buy |
69,166
+6,778
| +11% | +$255K | 1.66% | 9 |
|
|
2015
Q3 | $2.22M | Buy |
62,388
+4,512
| +8% | +$174K | 1.53% | 15 |
|
|
2015
Q2 | $2.33M | Buy |
57,876
+1,440
| +3% | +$57K | 1.48% | 14 |
|
|
2015
Q1 | $2.2M | Buy |
+56,436
| New | +$2.13M | 1.36% | 15 |
|
Other funds holding TFC
VCM
VPM
River Wealth Advisors's TFC Position: Q1 2026 in Review
River Wealth Advisors opened a new position in Truist Financial (TFC) in Q1 2026: 8,057 shares worth $370K. The stake represents 0.04% of the portfolio and ranks #165 among its holdings. This is a return to the name: River Wealth Advisors previously reported a position in TFC as recently as Q3 2025.
River Wealth Advisors first reported a position in TFC in Q1 2015 and has held it in 44 quarters since. The position peaked at $6.25M in Q4 2019. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- River Wealth Advisors held 8,057 shares of Truist Financial worth $370K as of Q1 2026.
- Truist Financial was a new River Wealth Advisors position in Q1 2026.
- Truist Financial made up 0.04% of River Wealth Advisors's portfolio in Q1 2026, its #165 holding.
- River Wealth Advisors first reported a position in Truist Financial in Q1 2015 and has held it in 44 quarters since.
- River Wealth Advisors's Truist Financial position peaked at $6.25M in Q4 2019.
- 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.