Second Half Financial Partners’s Truist Financial TFC Stock Holding History

Second Half Financial Partners’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	$211K	Buy	+4,229	New	+$208K	0.09%	104
2026 Q1	–	Sell	-4,229	Closed	-$208K	–	118
2025 Q4	$208K	Buy	+4,229	New	+$195K	0.09%	95
2023 Q1	–	Sell	-4,583	Closed	-$226K	–	44
2022 Q4	$226K	Buy	+4,583	New	+$201K	0.15%	39
2022 Q3	–	Sell	-4,638	Closed	-$270K	–	63
2022 Q2	$270K	Hold	4,638	–	–	0.21%	55
2022 Q1	$270K	Buy	+4,638	New	+$286K	0.21%	55

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

Second Half Financial Partners's TFC Position: Q2 2026 in Review

Second Half Financial Partners opened a new position in Truist Financial (TFC) in Q2 2026: 4,229 shares worth $211K. The stake represents 0.09% of the portfolio and ranks #104 among its holdings. This is a return to the name: Second Half Financial Partners previously reported a position in TFC as recently as Q4 2025.

Second Half Financial Partners first reported a position in TFC in Q1 2022 and has held it in 5 quarters since. The position peaked at $270K in Q2 2022. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Second Half Financial Partners held 4,229 shares of Truist Financial worth $211K as of Q2 2026.
Truist Financial was a new Second Half Financial Partners position in Q2 2026.
Truist Financial made up 0.09% of Second Half Financial Partners's portfolio in Q2 2026, its #104 holding.
Second Half Financial Partners first reported a position in Truist Financial in Q1 2022 and has held it in 5 quarters since.
Second Half Financial Partners's Truist Financial position peaked at $270K in Q2 2022.
261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.