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SOA Wealth Advisors’s Truist Financial TFC Stock Holding History

SOA Wealth 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 		$7.72K Sell
155
-877
-85% -$43.1K ﹤0.01% 647
2026
Q1 		$47.4K Sell
1,032
-198
-16% -$9.78K 0.01% 378
2025
Q4 		$60.5K Sell
1,230
-425
-26% -$19.6K 0.01% 341
2025
Q3 		$75.7K Sell
1,655
-424
-20% -$19.1K 0.01% 315
2025
Q2 		$89.4K Sell
2,079
-779
-27% -$30.5K 0.02% 288
2025
Q1 		$118K Hold
2,858
– – 0.02% 244
2024
Q4 		$124K Hold
2,858
– – 0.02% 233
2024
Q3 		$122K Buy
2,858
+135
+5% +$5.7K 0.02% 231
2024
Q2 		$106K Buy
2,723
+2,363
+656% +$89.3K 0.02% 242
2024
Q1 		$14K Buy
+360
New +$13.2K ﹤0.01% 494
2023
Q4 		– Sell
-200
Closed -$5.72K – 946
2023
Q3 		$5.72K Hold
200
– – ﹤0.01% 598
2023
Q2 		$6.07K Hold
200
– – ﹤0.01% 595
2023
Q1 		$6.82K Hold
200
– – ﹤0.01% 580
2022
Q4 		$8.61K Hold
200
– – ﹤0.01% 541
2022
Q3 		$8K Hold
200
– – ﹤0.01% 544
2022
Q2 		$9K Hold
200
– – ﹤0.01% 517
2022
Q1 		$11K Hold
200
– – ﹤0.01% 578
2021
Q4 		$11K Hold
200
– – ﹤0.01% 557
2021
Q3 		$11K Hold
200
– – ﹤0.01% 575
2021
Q2 		$11K Hold
200
– – ﹤0.01% 566
2021
Q1 		$11K Hold
200
– – ﹤0.01% 500
2020
Q4 		$10K Buy
+200
New +$9.05K ﹤0.01% 519

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

SOA Wealth Advisors's TFC Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Truist Financial (TFC) stake by 85% in Q2 2026, selling an estimated $43.1K and leaving 155 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

SOA Wealth Advisors first reported a position in TFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $124K in Q4 2024. 360 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • SOA Wealth Advisors held 155 shares of Truist Financial worth $7.72K as of Q2 2026.
  • SOA Wealth Advisors sold 877 Truist Financial shares in Q2 2026, an estimated $43.1K.
  • Truist Financial made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #647 holding.
  • SOA Wealth Advisors first reported a position in Truist Financial in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's Truist Financial position peaked at $124K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.