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Triangle Securities Wealth Management’s Truist Financial TFC Stock Holding History

Triangle Securities Wealth Management’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 		$801K Sell
16,081
-3,427
-18% -$169K 0.16% 129
2026
Q1 		$897K Sell
19,508
-1,558
-7% -$77K 0.2% 106
2025
Q4 		$1.04M Sell
21,066
-1,495
-7% -$68.9K 0.22% 104
2025
Q3 		$1.03M Sell
22,561
-2,307
-9% -$104K 0.23% 107
2025
Q2 		$1.07M Sell
24,868
-25,933
-51% -$1.01M 0.26% 100
2025
Q1 		$2.09M Sell
50,801
-5,731
-10% -$255K 0.54% 61
2024
Q4 		$2.45M Sell
56,532
-1,699
-3% -$75.8K 0.63% 46
2024
Q3 		$2.49M Sell
58,231
-3,769
-6% -$159K 0.64% 44
2024
Q2 		$2.41M Sell
62,000
-1,608
-3% -$60.7K 0.68% 41
2024
Q1 		$2.48M Sell
63,608
-2,206
-3% -$80.7K 0.71% 38
2023
Q4 		$2.43M Buy
65,814
+1,457
+2% +$45.7K 0.76% 31
2023
Q3 		$1.84M Buy
64,357
+1,006
+2% +$30.9K 0.65% 47
2023
Q2 		$1.92M Buy
63,351
+95
+0.2% +$2.95K 0.66% 46
2023
Q1 		$2.16M Buy
63,256
+350
+0.6% +$15.3K 0.77% 33
2022
Q4 		$2.71M Buy
62,906
+2,594
+4% +$114K 0.99% 28
2022
Q3 		$2.63M Sell
60,312
-234
-0.4% -$11.3K 1.07% 23
2022
Q2 		$2.87M Buy
60,546
+732
+1% +$36.1K 1.12% 22
2022
Q1 		$3.39M Buy
59,814
+2,286
+4% +$141K 1.14% 22
2021
Q4 		$3.37M Sell
57,528
-33
-0.1% -$2.02K 1.05% 22
2021
Q3 		$3.38M Buy
57,561
+5,667
+11% +$317K 1.15% 18
2021
Q2 		$2.88M Buy
51,894
+6
+0% +$352 0.97% 27
2021
Q1 		$3.03M Sell
51,888
-546
-1% -$29.9K 1.09% 23
2020
Q4 		$2.51M Buy
52,434
+255
+0.5% +$11.5K 1% 24
2020
Q3 		$1.99M Buy
52,179
+1,180
+2% +$44.5K 0.9% 31
2020
Q2 		$1.92M Buy
50,999
+2,743
+6% +$98.8K 0.92% 30
2020
Q1 		$1.49M Buy
48,256
+968
+2% +$45.8K 0.86% 40
2019
Q4 		$2.66M Buy
47,288
+2,568
+6% +$139K 1.15% 25
2019
Q3 		$2.39M Sell
44,720
-180
-0.4% -$8.92K 1.17% 25
2019
Q2 		$2.22M Sell
44,900
-2,475
-5% -$121K 1.13% 24
2019
Q1 		$2.2M Sell
47,375
-5,240
-10% -$256K 1.16% 25
2018
Q4 		$2.28M Buy
52,615
+7,253
+16% +$348K 1.35% 20
2018
Q3 		$2.2M Sell
45,362
-2,299
-5% -$118K 1.17% 29
2018
Q2 		$2.4M Buy
47,661
+7,177
+18% +$381K 1.34% 19
2018
Q1 		$2.11M Sell
40,484
-1,730
-4% -$93.2K 1.21% 24
2017
Q4 		$2.1M Buy
42,214
+1,350
+3% +$65.2K 1.2% 27
2017
Q3 		$1.92M Buy
40,864
+2,185
+6% +$100K 1.14% 31
2017
Q2 		$1.76M Sell
38,679
-839
-2% -$36.4K 1.16% 31
2017
Q1 		$1.77M Sell
39,518
-677
-2% -$31.6K 1.13% 32
2016
Q4 		$1.89M Sell
40,195
-1,235
-3% -$52.5K 1.26% 27
2016
Q3 		$1.56M Buy
41,430
+910
+2% +$33.9K 1.08% 32
2016
Q2 		$1.44M Buy
40,520
+4,359
+12% +$152K 1.08% 33
2016
Q1 		$1.2M Buy
36,161
+22,715
+169% +$755K 0.78% 43
2015
Q4 		$508K Sell
13,446
-400
-3% -$15K 0.34% 80
2015
Q3 		$493K Sell
13,846
-1,400
-9% -$54K 0.37% 82
2015
Q2 		$615K Sell
15,246
-805
-5% -$31.8K 0.43% 76
2015
Q1 		$626K Buy
16,051
+700
+5% +$26.4K 0.43% 72
2014
Q4 		$597K Sell
15,351
-1,054
-6% -$39.7K 0.42% 74
2014
Q3 		$610K Sell
16,405
-160
-1% -$6.04K 0.47% 71
2014
Q2 		$653K Sell
16,565
-9,108
-35% -$349K 0.5% 67
2014
Q1 		$806K Buy
25,673
+7,768
+43% +$297K 0.72% 49
2013
Q4 		$668K Sell
17,905
-5,378
-23% -$186K 0.54% 65
2013
Q3 		$786K Sell
23,283
-2,652
-10% -$92.6K 0.68% 50
2013
Q2 		$879K Buy
+25,935
New +$827K 0.65% 44

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

Triangle Securities Wealth Management's TFC Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Truist Financial (TFC) stake by 18% in Q2 2026, selling an estimated $169K and leaving 16,081 shares worth $801K. The position accounts for 0.16% of the portfolio, ranked #129.

Triangle Securities Wealth Management first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.39M in Q1 2022. 311 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Triangle Securities Wealth Management held 16,081 shares of Truist Financial worth $801K as of Q2 2026.
  • Triangle Securities Wealth Management sold 3,427 Truist Financial shares in Q2 2026, an estimated $169K.
  • Truist Financial made up 0.16% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Triangle Securities Wealth Management first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • Triangle Securities Wealth Management's Truist Financial position peaked at $3.39M in Q1 2022.
  • 311 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.