Wealth Alliance Advisory Group’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 | $630K | Sell |
12,651
-100
| -0.8% | -$4.92K | 0.09% | 106 |
|
|
2026
Q1 | $586K | Buy |
12,751
+122
| +1% | +$6.03K | 0.09% | 110 |
|
|
2025
Q4 | $621K | Buy |
12,629
+5
| +0% | +$230 | 0.11% | 106 |
|
|
2025
Q3 | $577K | Hold |
12,624
| – | – | 0.1% | 103 |
|
|
2025
Q2 | $543K | Hold |
12,624
| – | – | 0.1% | 105 |
|
|
2025
Q1 | $519K | Sell |
12,624
-387
| -3% | -$17.2K | 0.11% | 111 |
|
|
2024
Q4 | $564K | Hold |
13,011
| – | – | 0.12% | 100 |
|
|
2024
Q3 | $556K | Hold |
13,011
| – | – | 0.12% | 105 |
|
|
2024
Q2 | $505K | Hold |
13,011
| – | – | 0.11% | 102 |
|
|
2024
Q1 | $507K | Buy |
13,011
+387
| +3% | +$14.2K | 0.12% | 107 |
|
|
2023
Q4 | $466K | Sell |
12,624
-286
| -2% | -$8.98K | 0.12% | 105 |
|
|
2023
Q3 | $369K | Hold |
12,910
| – | – | 0.11% | 113 |
|
|
2023
Q2 | $392K | Sell |
12,910
-987
| -7% | -$30.7K | 0.14% | 105 |
|
|
2023
Q1 | $474K | Buy |
13,897
+60
| +0.4% | +$2.62K | 0.18% | 92 |
|
|
2022
Q4 | $595K | Sell |
13,837
-94
| -0.7% | -$4.12K | 0.23% | 69 |
|
|
2022
Q3 | $607K | Sell |
13,931
-64
| -0.5% | -$3.08K | 0.27% | 58 |
|
|
2022
Q2 | $664K | Buy |
13,995
+167
| +1% | +$8.24K | 0.31% | 56 |
|
|
2022
Q1 | $784K | Buy |
13,828
+55
| +0.4% | +$3.4K | 0.34% | 55 |
|
|
2021
Q4 | $806K | Buy |
13,773
+96
| +0.7% | +$5.87K | 0.35% | 51 |
|
|
2021
Q3 | $802K | Buy |
13,677
+70
| +0.5% | +$3.91K | 0.39% | 47 |
|
|
2021
Q2 | $755K | Sell |
13,607
-100
| -0.7% | -$5.87K | 0.37% | 52 |
|
|
2021
Q1 | $799K | Buy |
13,707
+164
| +1% | +$8.99K | 0.41% | 45 |
|
|
2020
Q4 | $649K | Sell |
13,543
-35
| -0.3% | -$1.58K | 0.35% | 52 |
|
|
2020
Q3 | $517K | Buy |
13,578
+10
| +0.1% | +$377 | 0.31% | 53 |
|
|
2020
Q2 | $509K | Hold |
13,568
| – | – | 0.31% | 52 |
|
|
2020
Q1 | $418K | Sell |
13,568
-2,656
| -16% | -$126K | 0.32% | 58 |
|
|
2019
Q4 | $914K | Hold |
16,224
| – | – | 0.52% | 35 |
|
|
2019
Q3 | $844K | Sell |
16,224
-2,846
| -15% | -$141K | 0.52% | 36 |
|
|
2019
Q2 | $953K | Sell |
19,070
-3,168
| -14% | -$155K | 0.59% | 33 |
|
|
2019
Q1 | $1.11M | Hold |
22,238
| – | – | 0.71% | 31 |
|
|
2018
Q4 | $963K | Hold |
22,238
| – | – | 0.72% | 32 |
|
|
2018
Q3 | $1.08M | Hold |
22,238
| – | – | 0.55% | 40 |
|
|
2018
Q2 | $1.12M | Hold |
22,238
| – | – | 0.62% | 34 |
|
|
2018
Q1 | $1.16M | Hold |
22,238
| – | – | 0.67% | 33 |
|
|
2017
Q4 | $1.11M | Buy |
+22,238
| New | +$1.07M | 0.99% | 28 |
|
Other funds holding TFC
Wealth Alliance Advisory Group's TFC Position: Q2 2026 in Review
Wealth Alliance Advisory Group reduced its Truist Financial (TFC) stake by 0.78% in Q2 2026, selling an estimated $4.92K and leaving 12,651 shares worth $630K. The position accounts for 0.09% of the portfolio, ranked #106.
Wealth Alliance Advisory Group first reported a position in TFC in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.16M in Q1 2018. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Wealth Alliance Advisory Group held 12,651 shares of Truist Financial worth $630K as of Q2 2026.
- Wealth Alliance Advisory Group sold 100 Truist Financial shares in Q2 2026, an estimated $4.92K.
- Truist Financial made up 0.09% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #106 holding.
- Wealth Alliance Advisory Group first reported a position in Truist Financial in Q4 2017 and has held it in 35 quarters since.
- Wealth Alliance Advisory Group's Truist Financial position peaked at $1.16M in Q1 2018.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.