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RAFFA WEALTH MANAGEMENT, LLC’s Truist Financial TFC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$10.9K Buy
219
+30
+16% +$1.48K ﹤0.01% 408
2026
Q1 		$8.69K Buy
189
+4
+2% +$198 ﹤0.01% 424
2025
Q4 		$9.1K Sell
185
-51
-22% -$2.35K ﹤0.01% 391
2025
Q3 		$10.8K Buy
236
+38
+19% +$1.71K ﹤0.01% 349
2025
Q2 		$8.51K Hold
198
– – ﹤0.01% 408
2025
Q1 		$8.15K Hold
198
– – ﹤0.01% 348
2024
Q4 		$8.59K Hold
198
– – ﹤0.01% 352
2024
Q3 		$8.47K Sell
198
-2,567
-93% -$108K ﹤0.01% 334
2024
Q2 		$107K Hold
2,765
– – 0.03% 141
2024
Q1 		$108K Buy
+2,765
New +$101K 0.03% 140
2023
Q3 		$5.67K Buy
+198
New +$6.09K ﹤0.01% 360
2022
Q4 		$121K Sell
2,823
-1,066
-27% -$46.8K 0.05% 71
2022
Q3 		$169K Buy
+3,889
New +$187K 0.08% 62
2021
Q4 		$262K Buy
4,483
+75
+2% +$4.58K 0.09% 52
2021
Q3 		$259K Sell
4,408
-8
-0.2% -$447 0.09% 44
2021
Q2 		$245K Buy
+4,416
New +$259K 0.08% 45
2020
Q4 		$186K Buy
+3,879
New +$176K 0.07% 68
2020
Q2 		$179K Sell
4,756
-745
-14% -$26.8K 0.07% 57
2020
Q1 		$170K Buy
+5,501
New +$260K 0.06% 56
2019
Q3 		$329K Buy
+6,167
New +$306K 0.12% 54
2018
Q1 		$8.69K Buy
167
+67
+67% +$3.61K ﹤0.01% 211
2017
Q4 		$4.97K Buy
+100
New +$4.83K ﹤0.01% 218
2017
Q1 		$4.47K Buy
+100
New +$4.67K ﹤0.01% 219
2016
Q3 		$5.43K Buy
+144
New +$5.36K ﹤0.01% 216
2016
Q1 		$4.46K Hold
134
– – ﹤0.01% 224
2015
Q4 		$5.07K Buy
+134
New +$5.04K ﹤0.01% 207
2015
Q2 		$4.76K Hold
118
– – ﹤0.01% 207
2015
Q1 		$4.6K Hold
118
– – ﹤0.01% 203
2014
Q4 		$4.59K Hold
118
– – ﹤0.01% 210
2014
Q3 		$4.39K Buy
+118
New +$4.46K ﹤0.01% 213
2014
Q1 		– Sell
-118
Closed -$4.59K – 687
2013
Q4 		$4.59K Buy
+118
New +$4.08K ﹤0.01% 210

Other funds holding TFC

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
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 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

RAFFA WEALTH MANAGEMENT, LLC's TFC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Truist Financial (TFC) stake by 16% in Q2 2026, buying an estimated $1.48K and bringing the position to 219 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in TFC in Q4 2013 and has held it in 31 quarters since. The position peaked at $329K in Q3 2019. 532 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 219 shares of Truist Financial worth $10.9K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 30 Truist Financial shares in Q2 2026, an estimated $1.48K.
  • Truist Financial made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #408 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Truist Financial in Q4 2013 and has held it in 31 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Truist Financial position peaked at $329K in Q3 2019.
  • 532 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.