Wealth Enhancement Advisory Services
TFC icon

Wealth Enhancement Advisory Services’s Truist Financial TFC Stock Holding History

Wealth Enhancement Advisory Services’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 		$31.3M Buy
606,292
+8,297
+1% +$408K 0.05% 312
2026
Q1 		$28.2M Sell
597,995
-214,393
-26% -$10.6M 0.06% 298
2025
Q4 		$41.6M Buy
812,388
+9,573
+1% +$441K 0.06% 296
2025
Q3 		$36.3M Buy
802,815
+43,638
+6% +$1.97M 0.05% 301
2025
Q2 		$34.6M Buy
759,177
+49,275
+7% +$1.93M 0.06% 297
2025
Q1 		$29.2M Sell
709,902
-143,111
-17% -$6.38M 0.06% 307
2024
Q4 		$37M Buy
853,013
+360,227
+73% +$16.1M 0.07% 259
2024
Q3 		$21.1M Sell
492,786
-18,346
-4% -$775K 0.05% 340
2024
Q2 		$19.9M Buy
511,132
+16,553
+3% +$625K 0.05% 334
2024
Q1 		$19.3M Buy
494,579
+43,746
+10% +$1.6M 0.05% 331
2023
Q4 		$16.6M Buy
450,833
+44,668
+11% +$1.4M 0.05% 336
2023
Q3 		$11.6M Buy
+406,165
New +$12.5M 0.04% 375
2018
Q4 		– Sell
-28,569
Closed -$1.32M – 205
2018
Q3 		$1.32M Sell
28,569
-26,676
-48% -$1.37M 0.08% 92
2018
Q2 		$2.92M Buy
+55,245
New +$2.93M 0.18% 47
2018
Q1 		– Sell
-13,166
Closed -$700K – 179
2017
Q4 		$700K Buy
+13,166
New +$636K 0.05% 122

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's TFC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Truist Financial (TFC) stake by 1.4% in Q2 2026, buying an estimated $408K and bringing the position to 606,292 shares worth $31.3M. The position accounts for 0.05% of the portfolio, ranked #312.

Wealth Enhancement Advisory Services first reported a position in TFC in Q4 2017 and has held it in 15 quarters since. The position peaked at $41.6M in Q4 2025. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 606,292 shares of Truist Financial worth $31.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,297 Truist Financial shares in Q2 2026, an estimated $408K.
  • Truist Financial made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #312 holding.
  • Wealth Enhancement Advisory Services first reported a position in Truist Financial in Q4 2017 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Truist Financial position peaked at $41.6M in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.