Valley Wealth Managers’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 | $30.8K | Hold |
619
| – | – | ﹤0.01% | 239 |
|
|
2026
Q1 | $28.5K | Hold |
619
| – | – | ﹤0.01% | 234 |
|
|
2025
Q4 | $30.5K | Hold |
619
| – | – | ﹤0.01% | 239 |
|
|
2025
Q3 | $28.3K | Buy |
+619
| New | +$27.9K | ﹤0.01% | 232 |
|
|
2025
Q1 | – | Sell |
-600
| Closed | -$26K | – | 412 |
|
|
2024
Q4 | $26K | Hold |
600
| – | – | ﹤0.01% | 248 |
|
|
2024
Q3 | $25.7K | Buy |
+600
| New | +$25.3K | ﹤0.01% | 254 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$28 | – | 376 |
|
|
2023
Q3 | $28 | Sell |
1
-109,211
| -100% | -$3.36M | ﹤0.01% | 362 |
|
|
2023
Q2 | $3.31M | Sell |
109,212
-2,718
| -2% | -$84.4K | 0.3% | 85 |
|
|
2023
Q1 | $3.82M | Buy |
111,930
+41,720
| +59% | +$1.82M | 0.35% | 79 |
|
|
2022
Q4 | $3.02M | Sell |
70,210
-7,260
| -9% | -$318K | 0.28% | 85 |
|
|
2022
Q3 | $3.37M | Buy |
77,470
+1,394
| +2% | +$67.1K | 0.34% | 82 |
|
|
2022
Q2 | $3.61M | Buy |
76,076
+5,242
| +7% | +$259K | 0.34% | 78 |
|
|
2022
Q1 | $4.02M | Buy |
70,834
+4,480
| +7% | +$277K | 0.34% | 76 |
|
|
2021
Q4 | $3.88M | Sell |
66,354
-601
| -0.9% | -$36.7K | 0.31% | 73 |
|
|
2021
Q3 | $3.93M | Buy |
66,955
+400
| +0.6% | +$22.4K | 0.34% | 66 |
|
|
2021
Q2 | $3.69M | Buy |
66,555
+6,411
| +11% | +$377K | 0.31% | 76 |
|
|
2021
Q1 | $3.51M | Buy |
60,144
+262
| +0.4% | +$14.4K | 0.32% | 68 |
|
|
2020
Q4 | $2.87M | Buy |
59,882
+620
| +1% | +$28.1K | 0.28% | 71 |
|
|
2020
Q3 | $2.25M | Sell |
59,262
-1,377
| -2% | -$51.9K | 0.25% | 83 |
|
|
2020
Q2 | $2.28M | Buy |
60,639
+326
| +0.5% | +$11.7K | 0.26% | 82 |
|
|
2020
Q1 | $1.86M | Buy |
60,313
+12,851
| +27% | +$608K | 0.24% | 81 |
|
|
2019
Q4 | $2.67M | Buy |
47,462
+3,400
| +8% | +$184K | 0.27% | 72 |
|
|
2019
Q3 | $2.35M | Sell |
44,062
-71
| -0.2% | -$3.52K | 0.25% | 71 |
|
|
2019
Q2 | $2.17M | Buy |
44,133
+5,630
| +15% | +$276K | 0.23% | 76 |
|
|
2019
Q1 | $1.79M | Buy |
38,503
+8,781
| +30% | +$428K | 0.2% | 86 |
|
|
2018
Q4 | $1.29M | Sell |
29,722
-368
| -1% | -$17.7K | 0.17% | 86 |
|
|
2018
Q3 | $1.46M | Buy |
30,090
+30
| +0.1% | +$1.54K | 0.17% | 83 |
|
|
2018
Q2 | $1.52M | Sell |
30,060
-1,414
| -4% | -$75.1K | 0.19% | 81 |
|
|
2018
Q1 | $1.64M | Buy |
31,474
+105
| +0.3% | +$5.66K | 0.2% | 75 |
|
|
2017
Q4 | $1.56M | Sell |
31,369
-250
| -0.8% | -$12.1K | 0.19% | 77 |
|
|
2017
Q3 | $1.48M | Sell |
31,619
-816
| -3% | -$37.5K | 0.19% | 80 |
|
|
2017
Q2 | $1.47M | Sell |
32,435
-1,972
| -6% | -$85.6K | 0.2% | 77 |
|
|
2017
Q1 | $1.54M | Buy |
+34,407
| New | +$1.61M | 0.2% | 77 |
|
Other funds holding TFC
Valley Wealth Managers's TFC Position: Q2 2026 in Review
Valley Wealth Managers held its Truist Financial (TFC) position steady in Q2 2026 at 619 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #239.
Valley Wealth Managers first reported a position in TFC in Q1 2017 and has held it in 33 quarters since. The position peaked at $4.02M in Q1 2022. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Valley Wealth Managers held 619 shares of Truist Financial worth $30.8K as of Q2 2026.
- Valley Wealth Managers left its Truist Financial share count unchanged in Q2 2026.
- Truist Financial made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #239 holding.
- Valley Wealth Managers first reported a position in Truist Financial in Q1 2017 and has held it in 33 quarters since.
- Valley Wealth Managers's Truist Financial position peaked at $4.02M in Q1 2022.
- 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.