Turtle Creek Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Other funds holding TFC
Turtle Creek Wealth Advisors's TFC Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its Truist Financial (TFC) stake by 39% in Q2 2026, buying an estimated $145K and bringing the position to 10,443 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #252.
Turtle Creek Wealth Advisors first reported a position in TFC in Q4 2023 and has held it in 4 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Turtle Creek Wealth Advisors held 10,443 shares of Truist Financial worth $521K as of Q2 2026.
- Turtle Creek Wealth Advisors bought 2,942 Truist Financial shares in Q2 2026, an estimated $145K.
- Truist Financial made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #252 holding.
- Turtle Creek Wealth Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 4 quarters since.
- 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.