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Sterling Investment Advisors (Pennsylvania)’s Truist Financial TFC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$4.23M Sell
84,841
-5,515
-6% -$271K 0.71% 44
2026
Q1 		$4.15M Sell
90,356
-2,440
-3% -$121K 0.75% 41
2025
Q4 		$4.57M Buy
92,796
+10
+0% +$461 0.84% 40
2025
Q3 		$4.24M Sell
92,786
-3,540
-4% -$160K 0.83% 39
2025
Q2 		$4.14M Sell
96,326
-4,983
-5% -$195K 0.91% 34
2025
Q1 		$4.17M Sell
101,309
-3,655
-3% -$163K 1% 31
2024
Q4 		$4.55M Sell
104,964
-6,116
-6% -$273K 1.1% 26
2024
Q3 		$4.75M Sell
111,080
-3,490
-3% -$147K 1.2% 26
2024
Q2 		$4.45M Sell
114,570
-3,963
-3% -$150K 1.2% 27
2024
Q1 		$4.62M Sell
118,533
-460
-0.4% -$16.8K 1.3% 23
2023
Q4 		$4.39M Buy
118,993
+2,488
+2% +$78.1K 1.37% 20
2023
Q3 		$3.33M Sell
116,505
-2,636
-2% -$81.1K 1.16% 25
2023
Q2 		$3.62M Buy
119,141
+5,563
+5% +$173K 1.2% 24
2023
Q1 		$3.87M Buy
113,578
+84,800
+295% +$3.7M 1.31% 22
2022
Q4 		$1.24M Sell
28,778
-1,075
-4% -$47.2K 0.44% 67
2022
Q3 		$1.3M Sell
29,853
-3,575
-11% -$172K 0.49% 59
2022
Q2 		$1.58M Sell
33,428
-6,000
-15% -$296K 0.55% 57
2022
Q1 		$2.24M Buy
39,428
+1,250
+3% +$77.2K 0.63% 56
2021
Q4 		$2.23M Buy
38,178
+5,338
+16% +$326K 0.63% 54
2021
Q3 		$1.93M Buy
32,840
+20,028
+156% +$1.12M 0.57% 58
2021
Q2 		$711K Buy
12,812
+22
+0.2% +$1.29K 0.21% 103
2021
Q1 		$746K Sell
12,790
-7
-0.1% -$384 0.24% 98
2020
Q4 		$613K Hold
12,797
– – 0.21% 93
2020
Q3 		$487K Hold
12,797
– – 0.19% 95
2020
Q2 		$480K Hold
12,797
– – 0.2% 94
2020
Q1 		$394K Hold
12,797
– – 0.21% 87
2019
Q4 		$720K Sell
12,797
-3,544
-22% -$192K 0.33% 75
2019
Q3 		$872K Hold
16,341
– – 0.45% 60
2019
Q2 		$803K Hold
16,341
– – 0.41% 66
2019
Q1 		$760K Hold
16,341
– – 0.39% 66
2018
Q4 		$707K Hold
16,341
– – 0.42% 64
2018
Q3 		$793K Hold
16,341
– – 0.42% 63
2018
Q2 		$824K Buy
16,341
+15,862
+3,311% +$843K 0.49% 58
2018
Q1 		$25K Hold
479
– – 0.02% 264
2017
Q4 		$24K Hold
479
– – 0.01% 248
2017
Q3 		$22K Hold
479
– – 0.01% 249
2017
Q2 		$22K Hold
479
– – 0.01% 245
2017
Q1 		$21K Hold
479
– – 0.02% 245
2016
Q4 		$23K Buy
+479
New +$20.4K 0.02% 205

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Sterling Investment Advisors (Pennsylvania)'s TFC Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Truist Financial (TFC) stake by 6.1% in Q2 2026, selling an estimated $271K and leaving 84,841 shares worth $4.23M. The position accounts for 0.71% of the portfolio, ranked #44.

Sterling Investment Advisors (Pennsylvania) first reported a position in TFC in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.75M in Q3 2024. 667 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 84,841 shares of Truist Financial worth $4.23M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 5,515 Truist Financial shares in Q2 2026, an estimated $271K.
  • Truist Financial made up 0.71% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #44 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Truist Financial in Q4 2016 and has held it in 39 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Truist Financial position peaked at $4.75M in Q3 2024.
  • 667 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.