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SeaCrest Wealth Management’s Truist Financial TFC Stock Holding History

SeaCrest Wealth Management’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 		$2.18M Buy
43,837
+1,429
+3% +$70.3K 0.24% 81
2026
Q1 		$1.95M Sell
42,408
-3,679
-8% -$182K 0.21% 87
2025
Q4 		$2.33M Sell
46,087
-283
-0.6% -$13K 0.24% 78
2025
Q3 		$2.05M Sell
46,370
-2,583
-5% -$116K 0.22% 85
2025
Q2 		$2.1M Buy
48,953
+722
+1% +$28.2K 0.23% 81
2025
Q1 		$1.98M Buy
48,231
+1,057
+2% +$47.1K 0.22% 79
2024
Q4 		$2.05M Sell
47,174
-553
-1% -$24.7K 0.22% 83
2024
Q3 		$2.04M Sell
47,727
-466
-1% -$19.7K 0.22% 84
2024
Q2 		$1.87M Buy
48,193
+232
+0.5% +$8.76K 0.21% 87
2024
Q1 		$1.87M Sell
47,961
-750
-2% -$27.4K 0.23% 84
2023
Q4 		$1.83M Sell
48,711
-718
-1% -$22.5K 0.23% 89
2023
Q3 		$1.41M Buy
49,429
+1,023
+2% +$31.5K 0.18% 111
2023
Q2 		$1.47M Buy
48,406
+14,320
+42% +$445K 0.19% 111
2023
Q1 		$1.16M Buy
34,086
+1,606
+5% +$70.1K 0.16% 137
2022
Q4 		$1.4M Buy
32,480
+9
+0% +$395 0.2% 109
2022
Q3 		$1.41M Sell
32,471
-676
-2% -$32.5K 0.21% 95
2022
Q2 		$1.57M Buy
33,147
+1,566
+5% +$77.2K 0.2% 93
2022
Q1 		$1.79M Buy
31,581
+212
+0.7% +$13.1K 0.21% 98
2021
Q4 		$1.84M Buy
31,369
+362
+1% +$22.1K 0.2% 95
2021
Q3 		$1.82M Sell
31,007
-476
-2% -$26.6K 0.22% 93
2021
Q2 		$1.75M Buy
31,483
+1,095
+4% +$64.3K 0.21% 96
2021
Q1 		$1.77M Buy
30,388
+1,360
+5% +$74.5K 0.23% 89
2020
Q4 		$1.39M Sell
29,028
-1,695
-6% -$76.7K 0.2% 110
2020
Q3 		$1.17M Sell
30,723
-748
-2% -$28.2K 0.19% 114
2020
Q2 		$1.18M Sell
31,471
-462
-1% -$16.6K 0.2% 105
2020
Q1 		$985K Sell
31,933
-1,337
-4% -$63.2K 0.21% 103
2019
Q4 		$1.87M Buy
33,270
+24,411
+276% +$1.32M 0.31% 73
2019
Q3 		$473K Buy
8,859
+1,265
+17% +$62.7K 0.09% 272
2019
Q2 		$373K Sell
7,594
-515
-6% -$25.2K 0.08% 325
2019
Q1 		$377K Sell
8,109
-440
-5% -$21.5K 0.06% 302
2018
Q4 		$370K Sell
8,549
-851
-9% -$40.9K 0.08% 272
2018
Q3 		$456K Buy
9,400
+346
+4% +$17.8K 0.08% 280
2018
Q2 		$457K Sell
9,054
-155
-2% -$8.23K 0.08% 271
2018
Q1 		$479K Buy
9,209
+3,691
+67% +$199K 0.09% 251
2017
Q4 		$274K Buy
+5,518
New +$266K 0.05% 398

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
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
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
DC
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

SeaCrest Wealth Management's TFC Position: Q2 2026 in Review

SeaCrest Wealth Management increased its Truist Financial (TFC) stake by 3.4% in Q2 2026, buying an estimated $70.3K and bringing the position to 43,837 shares worth $2.18M. The position accounts for 0.24% of the portfolio, ranked #81.

SeaCrest Wealth Management first reported a position in TFC in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.33M in Q4 2025. 353 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • SeaCrest Wealth Management held 43,837 shares of Truist Financial worth $2.18M as of Q2 2026.
  • SeaCrest Wealth Management bought 1,429 Truist Financial shares in Q2 2026, an estimated $70.3K.
  • Truist Financial made up 0.24% of SeaCrest Wealth Management's portfolio in Q2 2026, its #81 holding.
  • SeaCrest Wealth Management first reported a position in Truist Financial in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's Truist Financial position peaked at $2.33M in Q4 2025.
  • 353 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.