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Selective Wealth Management’s Truist Financial TFC Stock Holding History

Selective 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 		$384K Buy
7,317
+57
+0.8% +$2.8K 0.1% 100
2026
Q1 		$368K Hold
7,260
– – 0.11% 93
2025
Q4 		$365K Sell
7,260
-300
-4% -$13.8K 0.11% 78
2025
Q3 		$342K Buy
7,560
+190
+3% +$8.57K 0.11% 78
2025
Q2 		$333K Buy
7,370
+75
+1% +$2.93K 0.12% 78
2025
Q1 		$258K Sell
7,295
-1,250
-15% -$55.7K 0.11% 83
2024
Q4 		$375K Hold
8,545
– – 0.15% 65
2024
Q3 		$360K Hold
8,545
– – 0.15% 72
2024
Q2 		$332K Hold
8,545
– – 0.15% 75
2024
Q1 		$320K Buy
8,545
+1,250
+17% +$45.7K 0.14% 77
2023
Q4 		$270K Sell
7,295
-753
-9% -$23.6K 0.14% 71
2023
Q3 		$219K Sell
8,048
-367
-4% -$11.3K 0.12% 77
2023
Q2 		$271K Buy
+8,415
New +$261K 0.14% 84
2022
Q4 		$403K Sell
8,415
-11,340
-57% -$497K 0.21% 66
2022
Q3 		$860K Buy
19,755
+31
+0.2% +$1.49K 0.37% 39
2022
Q2 		$936K Hold
19,724
– – 0.33% 43
2022
Q1 		$1.12M Sell
19,724
-893
-4% -$55.2K 0.41% 35
2021
Q4 		$1.21M Sell
20,617
-100
-0.5% -$6.11K 0.49% 31
2021
Q3 		$1.22M Sell
20,717
-122
-0.6% -$6.82K 0.64% 27
2021
Q2 		$1.16M Sell
20,839
-94
-0.4% -$5.52K 0.92% 21
2021
Q1 		$1.22M Buy
20,933
+6,000
+40% +$329K 1.11% 20
2020
Q4 		$716K Buy
14,933
+1,800
+14% +$81.5K 0.46% 30
2020
Q3 		$500K Sell
13,133
-350
-3% -$13.2K 0.39% 29
2020
Q2 		$506K Buy
13,483
+9,784
+265% +$352K 0.42% 30
2020
Q1 		$114K Buy
3,699
+520
+16% +$24.6K 0.18% 38
2019
Q4 		$179K Buy
3,179
+1,400
+79% +$75.8K 0.22% 31
2019
Q3 		$95K Buy
+1,779
New +$88.2K 0.13% 56
2018
Q3 		$86K Buy
+1,779
New +$91.3K 1.03% 25

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

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

Selective Wealth Management increased its Truist Financial (TFC) stake by 0.79% in Q2 2026, buying an estimated $2.8K and bringing the position to 7,317 shares worth $384K. The position accounts for 0.1% of the portfolio, ranked #100.

Selective Wealth Management first reported a position in TFC in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.22M in Q1 2021. 611 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Selective Wealth Management held 7,317 shares of Truist Financial worth $384K as of Q2 2026.
  • Selective Wealth Management bought 57 Truist Financial shares in Q2 2026, an estimated $2.8K.
  • Truist Financial made up 0.1% of Selective Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Selective Wealth Management first reported a position in Truist Financial in Q3 2018 and has held it in 28 quarters since.
  • Selective Wealth Management's Truist Financial position peaked at $1.22M in Q1 2021.
  • 611 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.