Summit Securities Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.4K | Sell |
289
-18
| -6% | -$885 | ﹤0.01% | 787 |
|
|
2026
Q1 | $14.1K | Sell |
307
-23,510
| -99% | -$1.16M | ﹤0.01% | 596 |
|
|
2025
Q4 | $1.17M | Buy |
23,817
+21,193
| +808% | +$976K | 0.15% | 112 |
|
|
2025
Q3 | $120K | Buy |
2,624
+1,742
| +198% | +$78.5K | 0.02% | 356 |
|
|
2025
Q2 | $37.9K | Buy |
+882
| New | +$34.5K | 0.01% | 574 |
|
|
2025
Q1 | – | Sell |
-5,200
| Closed | -$226K | – | 1096 |
|
|
2024
Q4 | $226K | Sell |
5,200
-1,200
| -19% | -$53.6K | 0.05% | 179 |
|
|
2024
Q3 | $274K | Buy |
6,400
+3,700
| +137% | +$156K | 0.07% | 143 |
|
|
2024
Q2 | $105K | Buy |
2,700
+1,000
| +59% | +$37.8K | 0.02% | 210 |
|
|
2024
Q1 | $66K | Buy |
1,700
+400
| +31% | +$14.6K | 0.01% | 235 |
|
|
2023
Q4 | $48K | Buy |
1,300
+700
| +117% | +$22K | ﹤0.01% | 403 |
|
|
2023
Q3 | $17K | Sell |
600
-1,740
| -74% | -$53.5K | ﹤0.01% | 378 |
|
|
2023
Q2 | $71K | Sell |
2,340
-1,164
| -33% | -$36.1K | 0.01% | 336 |
|
|
2023
Q1 | $119K | Buy |
3,504
+2,162
| +161% | +$94.4K | 0.01% | 270 |
|
|
2022
Q4 | $58K | Sell |
1,342
-7,760
| -85% | -$340K | ﹤0.01% | 694 |
|
|
2022
Q3 | $396K | Buy |
9,102
+6,118
| +205% | +$294K | 0.03% | 290 |
|
|
2022
Q2 | $142K | Buy |
2,984
+2,237
| +299% | +$110K | 0.02% | 352 |
|
|
2022
Q1 | $42K | Sell |
747
-14,093
| -95% | -$871K | ﹤0.01% | 635 |
|
|
2021
Q4 | $869K | Buy |
+14,840
| New | +$907K | 0.04% | 265 |
|
|
2020
Q1 | – | Sell |
-5,567
| Closed | -$314K | – | 467 |
|
|
2019
Q4 | $314K | Buy |
+5,567
| New | +$301K | 0.02% | 344 |
|
|
2016
Q1 | – | Sell |
-6,655
| Closed | -$252K | – | 327 |
|
|
2015
Q4 | $252K | Buy |
6,655
+6,355
| +2,118% | +$239K | 0.08% | 168 |
|
|
2015
Q3 | $11K | Sell |
300
-910
| -75% | -$35.1K | 0.01% | 249 |
|
|
2015
Q2 | $49K | Buy |
+1,210
| New | +$47.9K | 0.02% | 200 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$19K | – | 627 |
|
|
2014
Q4 | $19K | Sell |
500
-1,400
| -74% | -$52.7K | 0.01% | 407 |
|
|
2014
Q3 | $71K | Sell |
1,900
-200
| -10% | -$7.55K | 0.02% | 347 |
|
|
2014
Q2 | $83K | Buy |
+2,100
| New | +$80.5K | 0.03% | 252 |
|
|
2014
Q1 | – | Sell |
-5,700
| Closed | -$213K | – | 572 |
|
|
2013
Q4 | $213K | Sell |
5,700
-2,000
| -26% | -$69.1K | 0.04% | 172 |
|
|
2013
Q3 | $260K | Buy |
+7,700
| New | +$269K | 0.09% | 100 |
|
Other funds holding TFC
Summit Securities Group's TFC Position: Q2 2026 in Review
Summit Securities Group reduced its Truist Financial (TFC) stake by 5.9% in Q2 2026, selling an estimated $885 and leaving 289 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #787.
Summit Securities Group first reported a position in TFC in Q3 2013 and has held it in 27 quarters since. The position peaked at $1.17M in Q4 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Summit Securities Group held 289 shares of Truist Financial worth $14.4K as of Q2 2026.
- Summit Securities Group sold 18 Truist Financial shares in Q2 2026, an estimated $885.
- Truist Financial made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #787 holding.
- Summit Securities Group first reported a position in Truist Financial in Q3 2013 and has held it in 27 quarters since.
- Summit Securities Group's Truist Financial position peaked at $1.17M in Q4 2025.
- 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.