Summit Financial Wealth Advisors’s Truist Financial TFC Stock Holding History

Summit Financial 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	$376K	Buy	7,539 +967	+15%	+$47.6K	0.05%	154
2026 Q1	$302K	Buy	6,572 +389	+6%	+$19.2K	0.04%	154
2025 Q4	$304K	Buy	+6,183	New	+$285K	0.04%	144
2023 Q2	–	Sell	-180,070	Closed	-$6.14M	–	134
2023 Q1	$6.14M	Buy	180,070 +3,000	+2%	+$131K	1.46%	23
2022 Q4	$7.62M	Buy	+177,070	New	+$7.77M	1.84%	18
2020 Q3	–	Sell	-115,104	Closed	-$4.07M	–	126
2020 Q2	$4.07M	Buy	115,104 +12,461	+12%	+$449K	1.08%	27
2020 Q1	$3.06M	Sell	102,643 -3,605	-3%	-$170K	0.96%	25
2019 Q4	$5.81M	Buy	106,248 +301	+0.3%	+$16.3K	1.41%	21
2019 Q3	$5.51M	Buy	105,947 +6,117	+6%	+$303K	1.35%	21
2019 Q2	$4.91M	Buy	+99,830	New	+$4.89M	1.2%	20

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

Summit Financial Wealth Advisors's TFC Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Truist Financial (TFC) stake by 15% in Q2 2026, buying an estimated $47.6K and bringing the position to 7,539 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #154.

Summit Financial Wealth Advisors first reported a position in TFC in Q2 2019 and has held it in 10 quarters since. The position peaked at $7.62M in Q4 2022. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Summit Financial Wealth Advisors held 7,539 shares of Truist Financial worth $376K as of Q2 2026.
Summit Financial Wealth Advisors bought 967 Truist Financial shares in Q2 2026, an estimated $47.6K.
Truist Financial made up 0.05% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #154 holding.
Summit Financial Wealth Advisors first reported a position in Truist Financial in Q2 2019 and has held it in 10 quarters since.
Summit Financial Wealth Advisors's Truist Financial position peaked at $7.62M in Q4 2022.
261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.