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Sequoia Financial Advisors’s Truist Financial TFC Stock Holding History

Sequoia Financial 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 		$3.68M Buy
73,813
+3,917
+6% +$193K 0.02% 415
2026
Q1 		$3.21M Buy
69,896
+4,778
+7% +$236K 0.02% 437
2025
Q4 		$3.2M Buy
65,118
+22,001
+51% +$1.01M 0.02% 435
2025
Q3 		$1.97M Buy
43,117
+2,290
+6% +$103K 0.01% 523
2025
Q2 		$1.76M Buy
40,827
+2,494
+7% +$97.6K 0.01% 502
2025
Q1 		$1.58M Buy
38,333
+3,236
+9% +$144K 0.01% 490
2024
Q4 		$1.52M Buy
35,097
+616
+2% +$27.5K 0.01% 474
2024
Q3 		$1.47M Sell
34,481
-1,534
-4% -$64.8K 0.02% 449
2024
Q2 		$1.4M Buy
36,015
+1,421
+4% +$53.7K 0.02% 413
2024
Q1 		$1.35M Sell
34,594
-9,173
-21% -$336K 0.02% 411
2023
Q4 		$1.62M Buy
43,767
+10,334
+31% +$324K 0.02% 407
2023
Q3 		$957K Sell
33,433
-7,948
-19% -$244K 0.02% 348
2023
Q2 		$1.26M Buy
41,381
+2,856
+7% +$88.7K 0.02% 310
2023
Q1 		$1.31M Sell
38,525
-6,957
-15% -$304K 0.03% 271
2022
Q4 		$1.96M Buy
45,482
+5,322
+13% +$233K 0.05% 206
2022
Q3 		$1.75M Sell
40,160
-7,003
-15% -$337K 0.06% 163
2022
Q2 		$2.24M Sell
47,163
-79,249
-63% -$3.91M 0.06% 162
2022
Q1 		$7.17M Buy
126,412
+20,197
+19% +$1.25M 0.18% 102
2021
Q4 		$6.22M Buy
106,215
+96,900
+1,040% +$5.92M 0.17% 104
2021
Q3 		$546K Sell
9,315
-50,138
-84% -$2.8M 0.06% 146
2021
Q2 		$3.3M Buy
59,453
+12,104
+26% +$711K 0.12% 111
2021
Q1 		$2.76M Buy
47,349
+37,705
+391% +$2.07M 0.12% 108
2020
Q4 		$462K Buy
9,644
+1,002
+12% +$45.4K 0.02% 258
2020
Q3 		$329K Sell
8,642
-2,563
-23% -$96.6K 0.02% 283
2020
Q2 		$421K Buy
11,205
+608
+6% +$21.9K 0.02% 240
2020
Q1 		$327K Sell
10,597
-3,068
-22% -$145K 0.02% 256
2019
Q4 		$770K Buy
13,665
+3,861
+39% +$209K 0.05% 167
2019
Q3 		$523K Sell
9,804
-122
-1% -$6.05K 0.04% 192
2019
Q2 		$488K Sell
9,926
-15
-0.2% -$735 0.04% 192
2019
Q1 		$463K Sell
9,941
-10
-0.1% -$488 0.04% 195
2018
Q4 		$431K Buy
9,951
+867
+10% +$41.6K 0.05% 156
2018
Q3 		$441K Sell
9,084
-9
-0.1% -$462 0.04% 173
2018
Q2 		$459K Sell
9,093
-383
-4% -$20.3K 0.05% 168
2018
Q1 		$493K Buy
9,476
+229
+2% +$12.3K 0.05% 162
2017
Q4 		$460K Sell
9,247
-193
-2% -$9.32K 0.05% 175
2017
Q3 		$443K Buy
9,440
+1,244
+15% +$57.2K 0.05% 165
2017
Q2 		$372K Hold
8,196
– – 0.05% 176
2017
Q1 		$366K Buy
8,196
+617
+8% +$28.8K 0.05% 169
2016
Q4 		$356K Buy
+7,579
New +$322K 0.05% 170

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

Sequoia Financial Advisors's TFC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Truist Financial (TFC) stake by 5.6% in Q2 2026, buying an estimated $193K and bringing the position to 73,813 shares worth $3.68M. The position accounts for 0.02% of the portfolio, ranked #415.

Sequoia Financial Advisors first reported a position in TFC in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.17M in Q1 2022. 354 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Sequoia Financial Advisors held 73,813 shares of Truist Financial worth $3.68M as of Q2 2026.
  • Sequoia Financial Advisors bought 3,917 Truist Financial shares in Q2 2026, an estimated $193K.
  • Truist Financial made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #415 holding.
  • Sequoia Financial Advisors first reported a position in Truist Financial in Q4 2016 and has held it in 39 quarters since.
  • Sequoia Financial Advisors's Truist Financial position peaked at $7.17M in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.