United Capital Financial Advisors’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 | $3.22M | Sell |
64,617
-540
| -0.8% | -$26.6K | 0.02% | 473 |
|
|
2026
Q1 | $3M | Buy |
65,157
+1,254
| +2% | +$62K | 0.02% | 467 |
|
|
2025
Q4 | $3.14M | Buy |
63,903
+5,670
| +10% | +$261K | 0.02% | 437 |
|
|
2025
Q3 | $2.66M | Buy |
58,233
+3,578
| +7% | +$161K | 0.02% | 407 |
|
|
2025
Q2 | $2.35M | Buy |
54,655
+10,103
| +23% | +$395K | 0.02% | 410 |
|
|
2025
Q1 | $1.83M | Buy |
44,552
+2,999
| +7% | +$134K | 0.02% | 441 |
|
|
2024
Q4 | $1.8M | Sell |
41,553
-2,798
| -6% | -$125K | 0.02% | 440 |
|
|
2024
Q3 | $1.9M | Buy |
44,351
+1,898
| +4% | +$80.2K | 0.02% | 432 |
|
|
2024
Q2 | $1.65M | Sell |
42,453
-50,199
| -54% | -$1.9M | 0.01% | 442 |
|
|
2024
Q1 | $3.61M | Sell |
92,652
-8,548
| -8% | -$313K | 0.03% | 329 |
|
|
2023
Q4 | $3.74M | Sell |
101,200
-94,902
| -48% | -$2.98M | 0.03% | 324 |
|
|
2023
Q3 | $5.61M | Sell |
196,102
-35,734
| -15% | -$1.1M | 0.04% | 287 |
|
|
2023
Q2 | $7.04M | Sell |
231,836
-13,305
| -5% | -$413K | 0.04% | 276 |
|
|
2023
Q1 | $8.36M | Sell |
245,141
-61,241
| -20% | -$2.67M | 0.05% | 260 |
|
|
2022
Q4 | $13.2M | Buy |
306,382
+5,695
| +2% | +$250K | 0.07% | 216 |
|
|
2022
Q3 | $13.1M | Sell |
300,687
-5,399
| -2% | -$260K | 0.08% | 210 |
|
|
2022
Q2 | $14.5M | Buy |
306,086
+4,674
| +2% | +$231K | 0.08% | 210 |
|
|
2022
Q1 | $17.1M | Buy |
301,412
+11,764
| +4% | +$727K | 0.08% | 206 |
|
|
2021
Q4 | $17M | Buy |
289,648
+1,385
| +0.5% | +$84.6K | 0.08% | 222 |
|
|
2021
Q3 | $16.9M | Sell |
288,263
-16,994
| -6% | -$950K | 0.08% | 208 |
|
|
2021
Q2 | $16.9M | Buy |
305,257
+8,162
| +3% | +$479K | 0.09% | 208 |
|
|
2021
Q1 | $17.3M | Sell |
297,095
-66
| -0% | -$3.62K | 0.1% | 201 |
|
|
2020
Q4 | $14.2M | Buy |
297,161
+85,870
| +41% | +$3.89M | 0.09% | 217 |
|
|
2020
Q3 | $8.04M | Buy |
211,291
+11,849
| +6% | +$446K | 0.05% | 276 |
|
|
2020
Q2 | $7.49M | Sell |
199,442
-23,812
| -11% | -$858K | 0.05% | 296 |
|
|
2020
Q1 | $6.88M | Sell |
223,254
-11,430
| -5% | -$540K | 0.06% | 289 |
|
|
2019
Q4 | $13.2M | Buy |
234,684
+23,790
| +11% | +$1.29M | 0.09% | 262 |
|
|
2019
Q3 | $11.3M | Buy |
210,894
+26,056
| +14% | +$1.29M | 0.08% | 275 |
|
|
2019
Q2 | $9.08M | Buy |
184,838
+107,097
| +138% | +$5.25M | 0.06% | 310 |
|
|
2019
Q1 | $3.62M | Sell |
77,741
-19,877
| -20% | -$970K | 0.03% | 468 |
|
|
2018
Q4 | $4.23M | Buy |
97,618
+4,130
| +4% | +$198K | 0.03% | 406 |
|
|
2018
Q3 | $4.54M | Buy |
93,488
+7,616
| +9% | +$391K | 0.03% | 448 |
|
|
2018
Q2 | $4.33M | Buy |
85,872
+6,194
| +8% | +$329K | 0.03% | 443 |
|
|
2018
Q1 | $4.15M | Buy |
79,678
+9,182
| +13% | +$495K | 0.03% | 440 |
|
|
2017
Q4 | $3.53M | Buy |
70,496
+1,557
| +2% | +$75.2K | 0.03% | 470 |
|
|
2017
Q3 | $3.24M | Sell |
68,939
-1,214
| -2% | -$55.8K | 0.03% | 463 |
|
|
2017
Q2 | $3.19M | Buy |
70,153
+2,779
| +4% | +$121K | 0.03% | 464 |
|
|
2017
Q1 | $3.01M | Sell |
67,374
-1,347
| -2% | -$62.9K | 0.03% | 467 |
|
|
2016
Q4 | $3.23M | Sell |
68,721
-1,505
| -2% | -$64K | 0.03% | 462 |
|
|
2016
Q3 | $2.65M | Sell |
70,226
-4,645
| -6% | -$173K | 0.03% | 516 |
|
|
2016
Q2 | $2.69M | Sell |
74,871
-589
| -0.8% | -$20.6K | 0.03% | 490 |
|
|
2016
Q1 | $2.51M | Buy |
75,460
+3,278
| +5% | +$109K | 0.03% | 480 |
|
|
2015
Q4 | $2.73M | Sell |
72,182
-15,197
| -17% | -$572K | 0.03% | 481 |
|
|
2015
Q3 | $3.11M | Buy |
87,379
+2,531
| +3% | +$97.7K | 0.04% | 428 |
|
|
2015
Q2 | $3.42M | Sell |
84,848
-66
| -0.1% | -$2.61K | 0.04% | 451 |
|
|
2015
Q1 | $3.25M | Buy |
84,914
+28,488
| +50% | +$1.07M | 0.04% | 445 |
|
|
2014
Q4 | $2.19M | Sell |
56,426
-4,019
| -7% | -$151K | 0.03% | 448 |
|
|
2014
Q3 | $2.25M | Sell |
60,445
-296
| -0.5% | -$11.2K | 0.04% | 417 |
|
|
2014
Q2 | $2.4M | Sell |
60,741
-4,080
| -6% | -$156K | 0.04% | 382 |
|
|
2014
Q1 | $2.6M | Buy |
64,821
+17,021
| +36% | +$651K | 0.06% | 313 |
|
|
2013
Q4 | $1.78M | Sell |
47,800
-17,916
| -27% | -$619K | 0.06% | 256 |
|
|
2013
Q3 | $2.22M | Buy |
65,716
+8,303
| +14% | +$290K | 0.07% | 239 |
|
|
2013
Q2 | $1.95M | Buy |
+57,413
| New | +$1.83M | 0.05% | 313 |
|
Other funds holding TFC
United Capital Financial Advisors's TFC Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Truist Financial (TFC) stake by 0.83% in Q2 2026, selling an estimated $26.6K and leaving 64,617 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #473.
United Capital Financial Advisors first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.3M in Q1 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- United Capital Financial Advisors held 64,617 shares of Truist Financial worth $3.22M as of Q2 2026.
- United Capital Financial Advisors sold 540 Truist Financial shares in Q2 2026, an estimated $26.6K.
- Truist Financial made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #473 holding.
- United Capital Financial Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
- United Capital Financial Advisors's Truist Financial position peaked at $17.3M in Q1 2021.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.