VA
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Valmark Advisers’s Truist Financial TFC Stock Holding History

Valmark Advisers’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$513K Buy
10,301
+355
+4% +$17.5K 0.01% 494
2026
Q1 		$457K Sell
9,946
-91
-0.9% -$4.5K 0.01% 487
2025
Q4 		$494K Sell
10,037
-462
-4% -$21.3K 0.01% 447
2025
Q3 		$480K Sell
10,499
-46
-0.4% -$2.07K 0.01% 443
2025
Q2 		$453K Buy
10,545
+13
+0.1% +$509 0.01% 462
2025
Q1 		$433K Sell
10,532
-53
-0.5% -$2.36K 0.01% 453
2024
Q4 		$459K Buy
10,585
+13
+0.1% +$580 0.01% 433
2024
Q3 		$452K Buy
10,572
+670
+7% +$28.3K 0.01% 432
2024
Q2 		$385K Buy
9,902
+157
+2% +$5.93K 0.01% 431
2024
Q1 		$380K Sell
9,745
-3,220
-25% -$118K 0.01% 419
2023
Q4 		$479K Buy
12,965
+277
+2% +$8.7K 0.01% 355
2023
Q3 		$363K Buy
12,688
+1,128
+10% +$34.7K 0.01% 373
2023
Q2 		$351K Sell
11,560
-68
-0.6% -$2.11K 0.01% 380
2023
Q1 		$397K Buy
11,628
+121
+1% +$5.28K 0.01% 352
2022
Q4 		$495K Buy
11,507
+395
+4% +$17.3K 0.01% 311
2022
Q3 		$484K Buy
11,112
+3,727
+50% +$179K 0.01% 284
2022
Q2 		$350K Sell
7,385
-47
-0.6% -$2.32K 0.01% 331
2022
Q1 		$421K Buy
7,432
+83
+1% +$5.13K 0.01% 326
2021
Q4 		$430K Buy
7,349
+1,630
+29% +$99.6K 0.01% 300
2021
Q3 		$335K Buy
5,719
+362
+7% +$20.2K 0.01% 314
2021
Q2 		$297K Sell
5,357
-219
-4% -$12.9K 0.01% 336
2021
Q1 		$325K Buy
+5,576
New +$306K 0.01% 315

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valmark Advisers's TFC Position: Q2 2026 in Review

Valmark Advisers increased its Truist Financial (TFC) stake by 3.6% in Q2 2026, buying an estimated $17.5K and bringing the position to 10,301 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #494.

Valmark Advisers first reported a position in TFC in Q1 2021 and has held it in 22 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Valmark Advisers held 10,301 shares of Truist Financial worth $513K as of Q2 2026.
  • Valmark Advisers bought 355 Truist Financial shares in Q2 2026, an estimated $17.5K.
  • Truist Financial made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #494 holding.
  • Valmark Advisers first reported a position in Truist Financial in Q1 2021 and has held it in 22 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.