SageView Advisory Group’s Truist Financial TFC Stock Holding History

SageView Advisory 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
2026 Q2	$542K	Sell	10,888 -1,177	-10%	-$57.9K	0.02%	352
2026 Q1	$555K	Sell	12,065 -35,382	-75%	-$1.75M	0.02%	333
2025 Q4	$2.33M	Sell	47,447 -926	-2%	-$42.6K	0.08%	137
2025 Q3	$2.21M	Buy	48,373 +39,026	+418%	+$1.76M	0.08%	145
2025 Q2	$421K	Buy	9,347 +2,110	+29%	+$82.6K	0.02%	410
2025 Q1	$298K	Buy	7,237 +1,709	+31%	+$76.1K	0.01%	471
2024 Q4	$240K	Buy	+5,528	New	+$247K	0.01%	519
2023 Q1	–	Sell	-6,797	Closed	-$292K	–	487
2022 Q4	$292K	Buy	+6,797	New	+$298K	0.02%	327

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SageView Advisory Group's TFC Position: Q2 2026 in Review

SageView Advisory Group reduced its Truist Financial (TFC) stake by 9.8% in Q2 2026, selling an estimated $57.9K and leaving 10,888 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #352.

SageView Advisory Group first reported a position in TFC in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.33M in Q4 2025. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

SageView Advisory Group held 10,888 shares of Truist Financial worth $542K as of Q2 2026.
SageView Advisory Group sold 1,177 Truist Financial shares in Q2 2026, an estimated $57.9K.
Truist Financial made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #352 holding.
SageView Advisory Group first reported a position in Truist Financial in Q4 2022 and has held it in 8 quarters since.
SageView Advisory Group's Truist Financial position peaked at $2.33M in Q4 2025.
1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.