Valley National Advisers’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
Q1 | $434K | Sell |
9,461
-14
| -0.1% | -$692 | 0.06% | 184 |
|
|
2025
Q4 | $466K | Buy |
9,475
+835
| +10% | +$38.5K | 0.06% | 176 |
|
|
2025
Q3 | $395K | Buy |
8,640
+7
| +0.1% | +$316 | 0.06% | 183 |
|
|
2025
Q2 | $371K | Sell |
8,633
-925
| -10% | -$36.2K | 0.06% | 185 |
|
|
2025
Q1 | $393K | Sell |
9,558
-163
| -2% | -$7.26K | 0.07% | 177 |
|
|
2024
Q4 | $421K | Buy |
9,721
+604
| +7% | +$27K | 0.08% | 174 |
|
|
2024
Q3 | $389K | Sell |
9,117
-791
| -8% | -$33.4K | 0.07% | 183 |
|
|
2024
Q2 | $384K | Sell |
9,908
-469
| -5% | -$17.7K | 0.06% | 179 |
|
|
2024
Q1 | $404K | Buy |
10,377
+50
| +0.5% | +$1.83K | 0.06% | 179 |
|
|
2023
Q4 | $381K | Sell |
10,327
-39,811
| -79% | -$1.25M | 0.06% | 182 |
|
|
2023
Q3 | $1.44M | Sell |
50,138
-955
| -2% | -$29.4K | 0.25% | 81 |
|
|
2023
Q2 | $1.55M | Sell |
51,093
-3,954
| -7% | -$123K | 0.26% | 80 |
|
|
2023
Q1 | $1.75M | Buy |
55,047
+136
| +0.2% | +$5.94K | 0.31% | 71 |
|
|
2022
Q4 | $2.55M | Sell |
54,911
-2,394
| -4% | -$105K | 0.46% | 55 |
|
|
2022
Q3 | $2.48M | Sell |
57,305
-1,973
| -3% | -$94.9K | 0.52% | 52 |
|
|
2022
Q2 | $2.85M | Sell |
59,278
-145
| -0.2% | -$7.15K | 0.6% | 39 |
|
|
2022
Q1 | $3.37M | Sell |
59,423
-10
| -0% | -$618 | 0.65% | 34 |
|
|
2021
Q4 | $3.48M | Buy |
59,433
+3,383
| +6% | +$207K | 0.64% | 30 |
|
|
2021
Q3 | $3.29M | Buy |
56,050
+5,229
| +10% | +$292K | 0.59% | 30 |
|
|
2021
Q2 | $2.82M | Buy |
50,821
+7,207
| +17% | +$423K | 0.52% | 38 |
|
|
2021
Q1 | $2.54M | Buy |
43,614
+1,720
| +4% | +$94.3K | 0.5% | 37 |
|
|
2020
Q4 | $2.01M | Sell |
41,894
-1,927
| -4% | -$87.2K | 0.42% | 45 |
|
|
2020
Q3 | $1.67M | Sell |
43,821
-5,446
| -11% | -$205K | 0.38% | 46 |
|
|
2020
Q2 | $1.85M | Sell |
49,267
-12,742
| -21% | -$459K | 0.43% | 42 |
|
|
2020
Q1 | $1.91M | Sell |
62,009
-2,915
| -4% | -$138K | 0.53% | 41 |
|
|
2019
Q4 | $3.66M | Buy |
64,924
+373
| +0.6% | +$20.2K | 0.91% | 21 |
|
|
2019
Q3 | $3.44M | Buy |
64,551
+3,771
| +6% | +$187K | 0.94% | 22 |
|
|
2019
Q2 | $2.99M | Buy |
60,780
+1,097
| +2% | +$53.7K | 0.82% | 32 |
|
|
2019
Q1 | $2.78M | Sell |
59,683
-1,819
| -3% | -$88.7K | 0.8% | 33 |
|
|
2018
Q4 | $2.66M | Sell |
61,502
-394
| -0.6% | -$18.9K | 0.86% | 34 |
|
|
2018
Q3 | $3M | Buy |
61,896
+433
| +0.7% | +$22.2K | 1.04% | 31 |
|
|
2018
Q2 | $3.1M | Sell |
61,463
-594
| -1% | -$31.6K | 1.18% | 25 |
|
|
2018
Q1 | $3.23M | Sell |
62,057
-557
| -0.9% | -$30K | 1.2% | 19 |
|
|
2017
Q4 | $3.11M | Sell |
62,614
-1,796
| -3% | -$86.7K | 1.08% | 20 |
|
|
2017
Q3 | $3.02M | Sell |
64,410
-5,746
| -8% | -$264K | 1.03% | 16 |
|
|
2017
Q2 | $3.19M | Sell |
70,156
-6,134
| -8% | -$266K | 1.14% | 14 |
|
|
2017
Q1 | $3.41M | Sell |
76,290
-30,021
| -28% | -$1.4M | 1.3% | 15 |
|
|
2016
Q4 | $5M | Buy |
106,311
+134
| +0.1% | +$5.7K | 2.3% | 8 |
|
|
2016
Q3 | $4M | Buy |
106,177
+82,336
| +345% | +$3.07M | 2.07% | 11 |
|
|
2016
Q2 | $849K | Buy |
23,841
+20,230
| +560% | +$707K | 0.44% | 67 |
|
|
2016
Q1 | $120K | Buy |
+3,611
| New | +$120K | 0.06% | 164 |
|
Other funds holding TFC
VCM
VPM
Valley National Advisers's TFC Position: Q1 2026 in Review
Valley National Advisers reduced its Truist Financial (TFC) stake by 0.15% in Q1 2026, selling an estimated $692 and leaving 9,461 shares worth $434K. The position accounts for 0.06% of the portfolio, ranked #184.
Valley National Advisers first reported a position in TFC in Q1 2016 and has held it in 41 quarters since. The position peaked at $5M in Q4 2016. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Valley National Advisers held 9,461 shares of Truist Financial worth $434K as of Q1 2026.
- Valley National Advisers sold 14 Truist Financial shares in Q1 2026, an estimated $692.
- Truist Financial made up 0.06% of Valley National Advisers's portfolio in Q1 2026, its #184 holding.
- Valley National Advisers first reported a position in Truist Financial in Q1 2016 and has held it in 41 quarters since.
- Valley National Advisers's Truist Financial position peaked at $5M in Q4 2016.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.