Wealthcare Advisory Partners’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 | $9.22M | Sell |
185,123
-8,773
| -5% | -$432K | 0.17% | 118 |
|
|
2026
Q1 | $8.91M | Sell |
193,896
-8,850
| -4% | -$437K | 0.17% | 122 |
|
|
2025
Q4 | $9.98M | Sell |
202,746
-13,872
| -6% | -$639K | 0.2% | 106 |
|
|
2025
Q3 | $9.9M | Buy |
216,618
+5,249
| +2% | +$237K | 0.21% | 101 |
|
|
2025
Q2 | $9.09M | Sell |
211,369
-19,335
| -8% | -$756K | 0.21% | 97 |
|
|
2025
Q1 | $9.49M | Sell |
230,704
-22,686
| -9% | -$1.01M | 0.25% | 78 |
|
|
2024
Q4 | $11M | Buy |
253,390
+535
| +0.2% | +$23.9K | 0.31% | 65 |
|
|
2024
Q3 | $10.8M | Buy |
252,855
+11,190
| +5% | +$473K | 0.31% | 64 |
|
|
2024
Q2 | $9.39M | Buy |
241,665
+22,577
| +10% | +$853K | 0.29% | 65 |
|
|
2024
Q1 | $8.54M | Buy |
219,088
+3,973
| +2% | +$145K | 0.28% | 66 |
|
|
2023
Q4 | $7.94M | Buy |
215,115
+53,737
| +33% | +$1.69M | 0.32% | 60 |
|
|
2023
Q3 | $4.62M | Buy |
161,378
+2,807
| +2% | +$86.3K | 0.21% | 89 |
|
|
2023
Q2 | $4.81M | Buy |
158,571
+22,834
| +17% | +$709K | 0.22% | 82 |
|
|
2023
Q1 | $4.63M | Buy |
135,737
+64,566
| +91% | +$2.82M | 0.2% | 90 |
|
|
2022
Q4 | $3.06M | Buy |
71,171
+38,019
| +115% | +$1.67M | 0.15% | 120 |
|
|
2022
Q3 | $1.44M | Buy |
33,152
+7,394
| +29% | +$356K | 0.08% | 181 |
|
|
2022
Q2 | $1.22M | Sell |
25,758
-264
| -1% | -$13K | 0.07% | 181 |
|
|
2022
Q1 | $1.48M | Sell |
26,022
-474
| -2% | -$29.3K | 0.09% | 135 |
|
|
2021
Q4 | $1.55M | Sell |
26,496
-923
| -3% | -$56.4K | 0.09% | 134 |
|
|
2021
Q3 | $1.61M | Buy |
27,419
+2,299
| +9% | +$128K | 0.11% | 124 |
|
|
2021
Q2 | $1.39M | Sell |
25,120
-2,487
| -9% | -$146K | 0.09% | 146 |
|
|
2021
Q1 | $1.61M | Sell |
27,607
-727
| -3% | -$39.8K | 0.12% | 112 |
|
|
2020
Q4 | $1.36M | Sell |
28,334
-3,435
| -11% | -$156K | 0.12% | 107 |
|
|
2020
Q3 | $1.21M | Buy |
31,769
+10,114
| +47% | +$381K | 0.13% | 98 |
|
|
2020
Q2 | $813K | Sell |
21,655
-459
| -2% | -$16.5K | 0.1% | 119 |
|
|
2020
Q1 | $682K | Buy |
22,114
+67
| +0.3% | +$3.17K | 0.1% | 121 |
|
|
2019
Q4 | $1.24M | Buy |
22,047
+20,284
| +1,151% | +$1.1M | 0.16% | 82 |
|
|
2019
Q3 | $94K | Buy |
1,763
+372
| +27% | +$18.4K | 0.01% | 407 |
|
|
2019
Q2 | $68K | Buy |
1,391
+9
| +0.7% | +$441 | 0.01% | 448 |
|
|
2019
Q1 | $64K | Buy |
1,382
+8
| +0.6% | +$390 | 0.01% | 415 |
|
|
2018
Q4 | $60K | Sell |
1,374
-1,242
| -47% | -$59.6K | 0.01% | 400 |
|
|
2018
Q3 | $127K | Buy |
2,616
+1,277
| +95% | +$65.5K | 0.02% | 292 |
|
|
2018
Q2 | $68K | Sell |
1,339
-145
| -10% | -$7.7K | 0.01% | 402 |
|
|
2018
Q1 | $77K | Sell |
1,484
-164
| -10% | -$8.83K | 0.02% | 324 |
|
|
2017
Q4 | $82K | Buy |
1,648
+50
| +3% | +$2.41K | 0.02% | 294 |
|
|
2017
Q3 | $75K | Buy |
+1,598
| New | +$73.5K | 0.02% | 254 |
|
Other funds holding TFC
Wealthcare Advisory Partners's TFC Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Truist Financial (TFC) stake by 4.5% in Q2 2026, selling an estimated $432K and leaving 185,123 shares worth $9.22M. The position accounts for 0.17% of the portfolio, ranked #118.
Wealthcare Advisory Partners first reported a position in TFC in Q3 2017 and has held it in 36 quarters since. The position peaked at $11M in Q4 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Wealthcare Advisory Partners held 185,123 shares of Truist Financial worth $9.22M as of Q2 2026.
- Wealthcare Advisory Partners sold 8,773 Truist Financial shares in Q2 2026, an estimated $432K.
- Truist Financial made up 0.17% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #118 holding.
- Wealthcare Advisory Partners first reported a position in Truist Financial in Q3 2017 and has held it in 36 quarters since.
- Wealthcare Advisory Partners's Truist Financial position peaked at $11M in Q4 2024.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.