Annis Gardner Whiting Capital Advisors’s Truist Financial TFC Stock Holding History

Annis Gardner Whiting Capital 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 Q2	$689K	Buy	13,828 +325	+2%	+$16K	0.1%	164
2026 Q1	$621K	Sell	13,503 -917	-6%	-$45.3K	0.1%	168
2025 Q4	$710K	Buy	14,420 +476	+3%	+$21.9K	0.13%	137
2025 Q3	$638K	Buy	13,944 +2,337	+20%	+$105K	0.13%	135
2025 Q2	$499K	Buy	11,607 +494	+4%	+$19.3K	0.17%	113
2025 Q1	$457K	Sell	11,113 -16	-0.1%	-$713	0.19%	111
2024 Q4	$483K	Sell	11,129 -60	-0.5%	-$2.68K	0.14%	135
2024 Q3	$479K	Buy	11,189 +718	+7%	+$30.3K	0.13%	131
2024 Q2	$407K	Buy	10,471 +5,788	+124%	+$219K	0.12%	154
2024 Q1	$183K	Buy	4,683 +277	+6%	+$10.1K	0.07%	196
2023 Q4	$163K	Sell	4,406 -629	-12%	-$19.7K	0.07%	171
2023 Q3	$144K	Buy	+5,035	New	+$155K	0.08%	166

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's TFC Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Truist Financial (TFC) stake by 2.4% in Q2 2026, buying an estimated $16K and bringing the position to 13,828 shares worth $689K. The position accounts for 0.1% of the portfolio, ranked #164.

Annis Gardner Whiting Capital Advisors first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $710K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 13,828 shares of Truist Financial worth $689K as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 325 Truist Financial shares in Q2 2026, an estimated $16K.
Truist Financial made up 0.1% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #164 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's Truist Financial position peaked at $710K in Q4 2025.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.