Addison Advisors’s Truist Financial TFC Stock Holding History

Addison Advisors’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 Q3	$47	Buy	+1	New	+$51	﹤0.01%	781
2025 Q4	–	Sell	-81	Closed	-$3.7K	–	939
2025 Q3	$3.7K	Sell	81 -164	-67%	-$7.39K	﹤0.01%	733
2025 Q2	$10.5K	Buy	+245	New	+$9.6K	﹤0.01%	612
2024 Q1	–	Sell	-46	Closed	-$1.7K	–	740
2023 Q4	$1.7K	Hold	46	–	–	﹤0.01%	630
2023 Q3	$1.32K	Buy	+46	New	+$1.42K	﹤0.01%	608
2023 Q1	–	Sell	-143	Closed	-$6.15K	–	776
2022 Q4	$6.15K	Sell	143 -19	-12%	-$833	﹤0.01%	482
2022 Q3	$7K	Buy	162 +4	+3%	+$192	﹤0.01%	475
2022 Q2	$7K	Buy	158 +119	+305%	+$5.87K	﹤0.01%	475
2022 Q1	$2K	Buy	39 +5	+15%	+$309	﹤0.01%	593
2021 Q4	$2K	Buy	+34	New	+$2.08K	﹤0.01%	547

Other funds holding TFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Addison Advisors's TFC Position: Q3 2026 in Review

Addison Advisors opened a new position in Truist Financial (TFC) in Q3 2026: 1 share worth $47. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings. This is a return to the name: Addison Advisors previously reported a position in TFC as recently as Q3 2025.

Addison Advisors first reported a position in TFC in Q4 2021 and has held it in 10 quarters since. The position peaked at $10.5K in Q2 2025. 1,004 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Addison Advisors held 1 share of Truist Financial worth $47 as of Q3 2026.
Truist Financial was a new Addison Advisors position in Q3 2026.
Truist Financial made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #781 holding.
Addison Advisors first reported a position in Truist Financial in Q4 2021 and has held it in 10 quarters since.
Addison Advisors's Truist Financial position peaked at $10.5K in Q2 2025.
1,004 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.