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Sound View Wealth Advisors Group’s Truist Financial TFC Stock Holding History

Sound View Wealth Advisors Group’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 		$647K Sell
12,984
-1,774
-12% -$87.3K 0.04% 254
2026
Q1 		$678K Buy
14,758
+3
+0% +$148 0.05% 242
2025
Q4 		$726K Sell
14,755
-13,366
-48% -$616K 0.05% 228
2025
Q3 		$1.29M Sell
28,121
-241
-0.8% -$10.9K 0.09% 170
2025
Q2 		$1.22M Sell
28,362
-537
-2% -$21K 0.09% 168
2025
Q1 		$1.19M Buy
28,899
+773
+3% +$34.4K 0.1% 160
2024
Q4 		$1.22M Buy
28,126
+901
+3% +$40.2K 0.1% 162
2024
Q3 		$1.16M Buy
27,225
+4,008
+17% +$169K 0.1% 168
2024
Q2 		$902K Sell
23,217
-1,569
-6% -$59.3K 0.09% 168
2024
Q1 		$966K Sell
24,786
-365
-1% -$13.4K 0.1% 165
2023
Q4 		$929K Sell
25,151
-2,624
-9% -$82.4K 0.1% 166
2023
Q3 		$795K Buy
27,775
+84
+0.3% +$2.58K 0.1% 168
2023
Q2 		$840K Buy
27,691
+1,245
+5% +$38.7K 0.11% 169
2023
Q1 		$902K Buy
26,446
+1,295
+5% +$56.5K 0.12% 158
2022
Q4 		$929K Buy
25,151
+18,369
+271% +$806K 0.1% 166
2022
Q3 		$295K Buy
6,782
+61
+0.9% +$2.94K 0.07% 214
2022
Q2 		$319K Buy
6,721
+497
+8% +$24.5K 0.07% 212
2022
Q1 		$353K Buy
6,224
+50
+0.8% +$3.09K 0.07% 214
2021
Q4 		$361K Sell
6,174
-1,550
-20% -$94.7K 0.07% 211
2021
Q3 		$453K Buy
7,724
+128
+2% +$7.15K 0.09% 182
2021
Q2 		$422K Buy
7,596
+352
+5% +$20.7K 0.09% 190
2021
Q1 		$422K Sell
7,244
-17
-0.2% -$932 0.1% 176
2020
Q4 		$348K Sell
7,261
-330
-4% -$14.9K 0.09% 184
2020
Q3 		$289K Sell
7,591
-1,694
-18% -$63.8K 0.08% 194
2020
Q2 		$349K Buy
9,285
+208
+2% +$7.49K 0.1% 169
2020
Q1 		$280K Sell
9,077
-1,586
-15% -$75K 0.1% 171
2019
Q4 		$601K Buy
10,663
+2,959
+38% +$160K 0.17% 127
2019
Q3 		$411K Sell
7,704
-1,815
-19% -$89.9K 0.12% 158
2019
Q2 		$468K Buy
+9,519
New +$466K 0.14% 148

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sound View Wealth Advisors Group's TFC Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Truist Financial (TFC) stake by 12% in Q2 2026, selling an estimated $87.3K and leaving 12,984 shares worth $647K. The position accounts for 0.04% of the portfolio, ranked #254.

Sound View Wealth Advisors Group first reported a position in TFC in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.29M in Q3 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Sound View Wealth Advisors Group held 12,984 shares of Truist Financial worth $647K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 1,774 Truist Financial shares in Q2 2026, an estimated $87.3K.
  • Truist Financial made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #254 holding.
  • Sound View Wealth Advisors Group first reported a position in Truist Financial in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Truist Financial position peaked at $1.29M in Q3 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.