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3Chopt Investment Partners’s Truist Financial TFC Stock Holding History

3Chopt Investment Partners’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 		$771K Buy
15,483
+796
+5% +$39.2K 0.15% 124
2026
Q1 		$675K Sell
14,687
-26
-0.2% -$1.28K 0.15% 115
2025
Q4 		$724K Buy
14,713
+193
+1% +$8.89K 0.16% 111
2025
Q3 		$664K Sell
14,520
-2,877
-17% -$130K 0.15% 118
2025
Q2 		$748K Buy
17,397
+104
+0.6% +$4.07K 0.18% 108
2025
Q1 		$712K Buy
17,293
+5,660
+49% +$252K 0.19% 107
2024
Q4 		$505K Buy
+11,633
New +$519K 0.17% 69
2024
Q3 		– Sell
-8,525
Closed -$331K – 165
2024
Q2 		$331K Buy
+8,525
New +$322K 0.1% 152
2024
Q1 		– Sell
-8,198
Closed -$303K – 150
2023
Q4 		$303K Buy
+8,198
New +$257K 0.11% 145
2023
Q3 		– Sell
-8,971
Closed -$272K – 124
2023
Q2 		$272K Sell
8,971
-3,787
-30% -$118K 0.14% 119
2023
Q1 		$435K Buy
12,758
+98
+0.8% +$4.28K 0.23% 100
2022
Q4 		$545K Buy
+12,660
New +$555K 0.3% 76

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

3Chopt Investment Partners's TFC Position: Q2 2026 in Review

3Chopt Investment Partners increased its Truist Financial (TFC) stake by 5.4% in Q2 2026, buying an estimated $39.2K and bringing the position to 15,483 shares worth $771K. The position accounts for 0.15% of the portfolio, ranked #124.

3Chopt Investment Partners first reported a position in TFC in Q4 2022 and has held it in 12 quarters since. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • 3Chopt Investment Partners held 15,483 shares of Truist Financial worth $771K as of Q2 2026.
  • 3Chopt Investment Partners bought 796 Truist Financial shares in Q2 2026, an estimated $39.2K.
  • Truist Financial made up 0.15% of 3Chopt Investment Partners's portfolio in Q2 2026, its #124 holding.
  • 3Chopt Investment Partners first reported a position in Truist Financial in Q4 2022 and has held it in 12 quarters since.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.