Wealth Group’s Truist Financial TFC Stock Holding History

Wealth Group’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	$1.7M	Buy	34,065 +14,565	+75%	+$717K	0.42%	50
2026 Q1	$896K	Buy	19,500 +282	+1%	+$13.9K	0.84%	34
2025 Q4	$946K	Buy	+19,218	New	+$885K	0.92%	33
2025 Q2	$3.44M	Sell	79,994 -11,619	-13%	-$455K	3.41%	7
2025 Q1	$3.77M	Buy	91,613 +3,007	+3%	+$134K	2.44%	8
2024 Q4	$3.84M	Sell	88,606 -415	-0.5%	-$18.5K	2.49%	8
2024 Q3	$3.81M	Buy	89,021 +260	+0.3%	+$11K	2.55%	8
2024 Q2	$3.45M	Sell	88,761 -184	-0.2%	-$6.95K	2.47%	8
2024 Q1	$3.47M	Buy	+88,945	New	+$3.25M	2.62%	6

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Wealth Group's TFC Position: Q2 2026 in Review

Wealth Group increased its Truist Financial (TFC) stake by 75% in Q2 2026, buying an estimated $717K and bringing the position to 34,065 shares worth $1.7M. The position accounts for 0.42% of the portfolio, ranked #50.

Wealth Group first reported a position in TFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.84M in Q4 2024. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Wealth Group held 34,065 shares of Truist Financial worth $1.7M as of Q2 2026.
Wealth Group bought 14,565 Truist Financial shares in Q2 2026, an estimated $717K.
Truist Financial made up 0.42% of Wealth Group's portfolio in Q2 2026, its #50 holding.
Wealth Group first reported a position in Truist Financial in Q1 2024 and has held it in 9 quarters since.
Wealth Group's Truist Financial position peaked at $3.84M in Q4 2024.
489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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