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Smith Salley Wealth Management’s Truist Financial TFC Stock Holding History

Smith Salley 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 		$852K Buy
17,105
+167
+1% +$8.21K 0.04% 165
2026
Q1 		$779K Sell
16,938
-823
-5% -$40.7K 0.04% 166
2025
Q4 		$874K Sell
17,761
-528
-3% -$24.3K 0.04% 160
2025
Q3 		$836K Sell
18,289
-2,678
-13% -$121K 0.04% 158
2025
Q2 		$901K Buy
20,967
+10,620
+103% +$416K 0.05% 147
2025
Q1 		$426K Buy
10,347
+1,015
+11% +$45.2K 0.03% 181
2024
Q4 		$405K Sell
9,332
-411
-4% -$18.3K 0.03% 186
2024
Q3 		$417K Sell
9,743
-210
-2% -$8.87K 0.03% 187
2024
Q2 		$387K Sell
9,953
-6,001
-38% -$227K 0.03% 182
2024
Q1 		$622K Sell
15,954
-12,869
-45% -$471K 0.05% 152
2023
Q4 		$1.06M Buy
28,823
+6,463
+29% +$203K 0.07% 137
2023
Q3 		$640K Sell
22,360
-3,739
-14% -$115K 0.05% 155
2023
Q2 		$792K Sell
26,099
-90,804
-78% -$2.82M 0.06% 141
2023
Q1 		$3.99M Buy
116,903
+16,163
+16% +$706K 0.32% 68
2022
Q4 		$4.33M Sell
100,740
-18,329
-15% -$804K 0.37% 67
2022
Q3 		$5.18M Sell
119,069
-473
-0.4% -$22.8K 0.48% 56
2022
Q2 		$5.67M Buy
119,542
+2,465
+2% +$122K 0.49% 57
2022
Q1 		$6.64M Sell
117,077
-4,812
-4% -$297K 0.5% 55
2021
Q4 		$7.14M Buy
121,889
+5,056
+4% +$309K 0.51% 54
2021
Q3 		$6.85M Buy
116,833
+4,793
+4% +$268K 0.54% 53
2021
Q2 		$6.22M Buy
112,040
+1,747
+2% +$103K 0.5% 54
2021
Q1 		$6.43M Sell
110,293
-1,943
-2% -$106K 0.58% 50
2020
Q4 		$5.38M Buy
112,236
+2,401
+2% +$109K 0.54% 49
2020
Q3 		$4.18M Sell
109,835
-1,359
-1% -$51.2K 0.51% 55
2020
Q2 		$4.17M Sell
111,194
-312
-0.3% -$11.2K 0.56% 53
2020
Q1 		$3.44M Sell
111,506
-2,977
-3% -$141K 0.57% 52
2019
Q4 		$6.45M Buy
114,483
+5,511
+5% +$298K 0.85% 40
2019
Q3 		$5.82M Buy
108,972
+3,569
+3% +$177K 0.83% 41
2019
Q2 		$5.18M Sell
105,403
-4,775
-4% -$234K 0.78% 43
2019
Q1 		$5.13M Buy
110,178
+7,422
+7% +$362K 0.83% 46
2018
Q4 		$4.45M Sell
102,756
-99,105
-49% -$4.76M 0.82% 45
2018
Q3 		$9.8M Sell
201,861
-8,114
-4% -$416K 1.55% 20
2018
Q2 		$10.6M Buy
209,975
+5,792
+3% +$308K 1.81% 13
2018
Q1 		$10.6M Buy
204,183
+143,768
+238% +$7.74M 1.9% 9
2017
Q4 		$3M Buy
60,415
+14,922
+33% +$720K 0.54% 67
2017
Q3 		$2.14M Sell
45,493
-567
-1% -$26.1K 0.41% 79
2017
Q2 		$2.09M Sell
46,060
-781
-2% -$33.9K 0.42% 79
2017
Q1 		$2.09M Sell
46,841
-1,004
-2% -$46.9K 0.43% 80
2016
Q4 		$2.25M Buy
47,845
+817
+2% +$34.8K 0.47% 74
2016
Q3 		$1.77M Sell
47,028
-1,774
-4% -$66.1K 0.39% 79
2016
Q2 		$1.74M Sell
48,802
-6,925
-12% -$242K 0.41% 76
2016
Q1 		$1.85M Sell
55,727
-1,000
-2% -$33.2K 0.46% 64
2015
Q4 		$2.15M Sell
56,727
-134
-0.2% -$5.04K 0.53% 62
2015
Q3 		$2.02M Sell
56,861
-325
-0.6% -$12.5K 0.55% 60
2015
Q2 		$2.31M Buy
57,186
+7,431
+15% +$294K 0.59% 55
2015
Q1 		$1.94M Sell
49,755
-6,461
-11% -$244K 0.49% 67
2014
Q4 		$2.19M Buy
56,216
+1,024
+2% +$38.5K 0.57% 56
2014
Q3 		$2.05M Sell
55,192
-15,916
-22% -$601K 0.54% 62
2014
Q2 		$2.8M Buy
+71,108
New +$2.73M 0.75% 49
2013
Q3 		– Sell
-74,934
Closed -$2.54M – 98
2013
Q2 		$2.54M Buy
+74,934
New +$2.39M 2.04% 21

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
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
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

Smith Salley Wealth Management's TFC Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Truist Financial (TFC) stake by 0.99% in Q2 2026, buying an estimated $8.21K and bringing the position to 17,105 shares worth $852K. The position accounts for 0.04% of the portfolio, ranked #165.

Smith Salley Wealth Management first reported a position in TFC in Q2 2013 and has held it in 50 quarters since. The position peaked at $10.6M in Q1 2018. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Smith Salley Wealth Management held 17,105 shares of Truist Financial worth $852K as of Q2 2026.
  • Smith Salley Wealth Management bought 167 Truist Financial shares in Q2 2026, an estimated $8.21K.
  • Truist Financial made up 0.04% of Smith Salley Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Smith Salley Wealth Management first reported a position in Truist Financial in Q2 2013 and has held it in 50 quarters since.
  • Smith Salley Wealth Management's Truist Financial position peaked at $10.6M in Q1 2018.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.