VWA
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Valued Wealth Advisors’s Truist Financial TFC Stock Holding History

Valued Wealth Advisors’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 		$16.3K Buy
327
+6
+2% +$295 0.01% 233
2026
Q1 		$14.7K Buy
321
+34
+12% +$1.68K 0.01% 224
2025
Q4 		$14.1K Buy
287
+15
+6% +$691 0.01% 191
2025
Q3 		$12.4K Buy
272
+3
+1% +$135 0.01% 194
2025
Q2 		$11.5K Sell
269
-93
-26% -$3.64K 0.01% 198
2025
Q1 		$14.9K Buy
362
+22
+6% +$980 0.01% 181
2024
Q4 		$14.8K Sell
340
-10
-3% -$446 0.01% 181
2024
Q3 		$15K Buy
350
+82
+31% +$3.46K 0.01% 174
2024
Q2 		$10.4K Buy
268
+40
+18% +$1.51K 0.01% 189
2024
Q1 		$8.9K Buy
228
+49
+27% +$1.79K 0.01% 194
2023
Q4 		$5.12K Buy
+179
New +$5.62K ﹤0.01% 194

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Valued Wealth Advisors's TFC Position: Q2 2026 in Review

Valued Wealth Advisors increased its Truist Financial (TFC) stake by 1.9% in Q2 2026, buying an estimated $295 and bringing the position to 327 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #233.

Valued Wealth Advisors first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Valued Wealth Advisors held 327 shares of Truist Financial worth $16.3K as of Q2 2026.
  • Valued Wealth Advisors bought 6 Truist Financial shares in Q2 2026, an estimated $295.
  • Truist Financial made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #233 holding.
  • Valued Wealth Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.