Valeo 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 | $841K | Sell |
16,883
-170
| -1% | -$8.36K | 0.02% | 328 |
|
|
2026
Q1 | $784K | Sell |
17,053
-1,863
| -10% | -$92.1K | 0.02% | 307 |
|
|
2025
Q4 | $931K | Buy |
18,916
+449
| +2% | +$20.7K | 0.02% | 316 |
|
|
2025
Q3 | $844K | Sell |
18,467
-3,485
| -16% | -$157K | 0.02% | 340 |
|
|
2025
Q2 | $944K | Buy |
21,952
+3,771
| +21% | +$148K | 0.02% | 314 |
|
|
2025
Q1 | $748K | Sell |
18,181
-97
| -0.5% | -$4.32K | 0.02% | 320 |
|
|
2024
Q4 | $793K | Sell |
18,278
-1,747
| -9% | -$78K | 0.02% | 319 |
|
|
2024
Q3 | $856K | Sell |
20,025
-640
| -3% | -$27K | 0.02% | 285 |
|
|
2024
Q2 | $803K | Sell |
20,665
-2,078
| -9% | -$78.5K | 0.03% | 281 |
|
|
2024
Q1 | $882K | Buy |
22,743
+50
| +0.2% | +$1.83K | 0.03% | 259 |
|
|
2023
Q4 | $838K | Sell |
22,693
-4,666
| -17% | -$146K | 0.03% | 255 |
|
|
2023
Q3 | $783K | Sell |
27,359
-269
| -1% | -$8.27K | 0.04% | 243 |
|
|
2023
Q2 | $839K | Buy |
27,628
+1,313
| +5% | +$40.8K | 0.04% | 228 |
|
|
2023
Q1 | $897K | Buy |
26,315
+4,466
| +20% | +$195K | 0.04% | 226 |
|
|
2022
Q4 | $940K | Buy |
21,849
+1,099
| +5% | +$48.2K | 0.05% | 193 |
|
|
2022
Q3 | $903K | Buy |
20,750
+2,505
| +14% | +$121K | 0.06% | 181 |
|
|
2022
Q2 | $865K | Sell |
18,245
-8,405
| -32% | -$415K | 0.05% | 177 |
|
|
2022
Q1 | $1.51M | Buy |
26,650
+12,900
| +94% | +$797K | 0.08% | 152 |
|
|
2021
Q4 | $805K | Buy |
13,750
+1,109
| +9% | +$67.8K | 0.04% | 220 |
|
|
2021
Q3 | $741K | Buy |
12,641
+2,448
| +24% | +$137K | 0.04% | 228 |
|
|
2021
Q2 | $566K | Buy |
10,193
+2,036
| +25% | +$120K | 0.03% | 241 |
|
|
2021
Q1 | $476K | Buy |
8,157
+166
| +2% | +$9.1K | 0.02% | 282 |
|
|
2020
Q4 | $383K | Sell |
7,991
-814
| -9% | -$36.9K | 0.02% | 282 |
|
|
2020
Q3 | $335K | Sell |
8,805
-2,669
| -23% | -$101K | 0.03% | 241 |
|
|
2020
Q2 | $431K | Buy |
11,474
+2,943
| +34% | +$106K | 0.04% | 203 |
|
|
2020
Q1 | $316K | Sell |
8,531
-125
| -1% | -$5.91K | 0.03% | 222 |
|
|
2019
Q4 | $485K | Buy |
8,656
+2,910
| +51% | +$158K | 0.05% | 190 |
|
|
2019
Q3 | $307K | Buy |
5,746
+2,495
| +77% | +$124K | 0.03% | 223 |
|
|
2019
Q2 | $160K | Sell |
3,251
-1,718
| -35% | -$84.2K | 0.02% | 333 |
|
|
2019
Q1 | $231K | Buy |
4,969
+1,559
| +46% | +$76.1K | 0.03% | 252 |
|
|
2018
Q4 | $148K | Buy |
3,410
+82
| +2% | +$3.94K | 0.02% | 308 |
|
|
2018
Q3 | $162K | Sell |
3,328
-239
| -7% | -$12.3K | 0.02% | 307 |
|
|
2018
Q2 | $180K | Buy |
3,567
+161
| +5% | +$8.55K | 0.03% | 296 |
|
|
2018
Q1 | $177K | Buy |
3,406
+92
| +3% | +$4.96K | 0.03% | 267 |
|
|
2017
Q4 | $165K | Buy |
3,314
+1,613
| +95% | +$77.9K | 0.03% | 265 |
|
|
2017
Q3 | $80K | Buy |
+1,701
| New | +$78.2K | 0.02% | 327 |
|
Other funds holding TFC
Valeo Financial Advisors's TFC Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Truist Financial (TFC) stake by 1% in Q2 2026, selling an estimated $8.36K and leaving 16,883 shares worth $841K. The position accounts for 0.02% of the portfolio, ranked #328.
Valeo Financial Advisors first reported a position in TFC in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.51M in Q1 2022. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Valeo Financial Advisors held 16,883 shares of Truist Financial worth $841K as of Q2 2026.
- Valeo Financial Advisors sold 170 Truist Financial shares in Q2 2026, an estimated $8.36K.
- Truist Financial made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #328 holding.
- Valeo Financial Advisors first reported a position in Truist Financial in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Truist Financial position peaked at $1.51M in Q1 2022.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.