Sigma Planning Corp
TFC icon

Sigma Planning Corp’s Truist Financial TFC Stock Holding History

Sigma Planning Corp’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
Q3 		$628K Sell
13,573
-264
-2% -$13.4K 0.02% 760
2026
Q2 		$689K Buy
13,837
+945
+7% +$46.5K 0.02% 764
2026
Q1 		$593K Buy
12,892
+84
+0.7% +$4.15K 0.02% 767
2025
Q4 		$630K Sell
12,808
-1,300
-9% -$59.9K 0.02% 716
2025
Q3 		$645K Sell
14,108
-1,797
-11% -$81K 0.02% 705
2025
Q2 		$684K Sell
15,905
-4,724
-23% -$185K 0.02% 655
2025
Q1 		$849K Buy
20,629
+5
+0% +$223 0.03% 542
2024
Q4 		$895K Buy
20,624
+157
+0.8% +$7.01K 0.03% 529
2024
Q3 		$875K Buy
20,467
+1,106
+6% +$46.7K 0.03% 544
2024
Q2 		$752K Buy
19,361
+3,885
+25% +$147K 0.02% 570
2024
Q1 		$603K Buy
15,476
+6,999
+83% +$256K 0.02% 687
2023
Q4 		$313K Sell
8,477
-3,184
-27% -$100K 0.02% 608
2023
Q3 		$334K Buy
11,661
+1,271
+12% +$39.1K 0.01% 880
2023
Q2 		$315K Buy
10,390
+1,212
+13% +$37.6K 0.01% 914
2023
Q1 		$313K Buy
9,178
+881
+11% +$38.5K 0.01% 989
2022
Q4 		$357K Sell
8,297
-1,744
-17% -$76.5K 0.01% 899
2022
Q3 		$437K Buy
10,041
+169
+2% +$8.13K 0.02% 787
2022
Q2 		$468K Sell
9,872
-1,935
-16% -$95.4K 0.02% 782
2022
Q1 		$670K Buy
11,807
+1,629
+16% +$101K 0.02% 711
2021
Q4 		$596K Sell
10,178
-65
-0.6% -$3.97K 0.02% 776
2021
Q3 		$601K Buy
10,243
+3,486
+52% +$195K 0.02% 735
2021
Q2 		$375K Sell
6,757
-277
-4% -$16.3K 0.01% 967
2021
Q1 		$410K Sell
7,034
-169
-2% -$9.26K 0.01% 854
2020
Q4 		$345K Sell
7,203
-433
-6% -$19.6K 0.01% 830
2020
Q3 		$291K Sell
7,636
-473
-6% -$17.8K 0.01% 804
2020
Q2 		$305K Sell
8,109
-245
-3% -$8.82K 0.01% 770
2020
Q1 		$258K Sell
8,354
-1,748
-17% -$82.7K 0.02% 699
2019
Q4 		$569K Buy
+10,102
New +$547K 0.02% 559
2017
Q1 		– Sell
-4,321
Closed -$203K – 816
2016
Q4 		$203K Buy
+4,321
New +$184K 0.02% 641

Other funds holding TFC

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Sigma Planning Corp's TFC Position: Q3 2026 in Review

Sigma Planning Corp reduced its Truist Financial (TFC) stake by 1.9% in Q3 2026, selling an estimated $13.4K and leaving 13,573 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #760.

Sigma Planning Corp first reported a position in TFC in Q4 2016 and has held it in 29 quarters since. The position peaked at $895K in Q4 2024. 448 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Sigma Planning Corp held 13,573 shares of Truist Financial worth $628K as of Q3 2026.
  • Sigma Planning Corp sold 264 Truist Financial shares in Q3 2026, an estimated $13.4K.
  • Truist Financial made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #760 holding.
  • Sigma Planning Corp first reported a position in Truist Financial in Q4 2016 and has held it in 29 quarters since.
  • Sigma Planning Corp's Truist Financial position peaked at $895K in Q4 2024.
  • 448 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.