San Luis Wealth Advisors’s Truist Financial TFC Stock Holding History

San Luis Wealth Advisors’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	$1.95M	Sell	39,213 -4,076	-9%	-$201K	0.29%	59
2026 Q1	$1.99M	Buy	43,289 +294	+0.7%	+$14.5K	0.33%	53
2025 Q4	$2.12M	Buy	42,995 +1,779	+4%	+$81.9K	0.35%	53
2025 Q3	$1.88M	Buy	41,216 +6,042	+17%	+$272K	0.34%	54
2025 Q2	$1.51M	Buy	35,174 +23,050	+190%	+$902K	0.32%	51
2025 Q1	$499K	Buy	+12,124	New	+$540K	0.11%	90

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

San Luis Wealth Advisors's TFC Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Truist Financial (TFC) stake by 9.4% in Q2 2026, selling an estimated $201K and leaving 39,213 shares worth $1.95M. The position accounts for 0.29% of the portfolio, ranked #59.

San Luis Wealth Advisors first reported a position in TFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.12M in Q4 2025. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

San Luis Wealth Advisors held 39,213 shares of Truist Financial worth $1.95M as of Q2 2026.
San Luis Wealth Advisors sold 4,076 Truist Financial shares in Q2 2026, an estimated $201K.
Truist Financial made up 0.29% of San Luis Wealth Advisors's portfolio in Q2 2026, its #59 holding.
San Luis Wealth Advisors first reported a position in Truist Financial in Q1 2025 and has held it in 6 quarters since.
San Luis Wealth Advisors's Truist Financial position peaked at $2.12M in Q4 2025.
261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.