Back to TFC-PR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → TFC-PR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC TFC-PR Position History
Truist Financial Corporation • Banking
Quarters held
5
Latest value
$27.6M
Q3 2026
Peak value
$41.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $36.3M |
| Q4 2025 | $41.6M |
| Q1 2026 | $28.2M |
| Q2 2026 | $31.3M |
| Q3 2026 | $27.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.6M | 601.7K | — | — |
| Q2 2026 | $31.3M | 606.3K | — | — |
| Q1 2026 | $28.2M | 598.0K | — | — |
| Q4 2025 | $41.6M | 812.4K | — | — |
| Q3 2025 | $36.3M | 802.8K | — | — |
Other funds holding TFC-PR
$5.2B
$4.9B
$4.9B
$4.6B
$2.9B
$2.9B
$2.9B
$2.8B