Apella Capital
TFC icon

Apella Capital’s Truist Financial TFC Stock Holding History

Apella Capital’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 		$2.19M Buy
48,031
+5,001
+12% +$254K 0.03% 272
2026
Q2 		$2.21M Buy
43,030
+232
+0.5% +$11.4K 0.03% 248
2026
Q1 		$2.16M Buy
42,798
+31,715
+286% +$1.57M 0.03% 249
2025
Q4 		$545K Buy
11,083
+3,227
+41% +$149K 0.01% 344
2025
Q3 		$323K Buy
7,856
+1,058
+16% +$47.7K 0.01% 386
2025
Q2 		$307K Sell
6,798
-503
-7% -$19.7K 0.01% 348
2025
Q1 		$277K Buy
+7,301
New +$325K 0.01% 317

Other funds holding TFC

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Apella Capital's TFC Position: Q3 2026 in Review

Apella Capital increased its Truist Financial (TFC) stake by 12% in Q3 2026, buying an estimated $254K and bringing the position to 48,031 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #272.

Apella Capital first reported a position in TFC in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.21M in Q2 2026. 448 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Apella Capital held 48,031 shares of Truist Financial worth $2.19M as of Q3 2026.
  • Apella Capital bought 5,001 Truist Financial shares in Q3 2026, an estimated $254K.
  • Truist Financial made up 0.03% of Apella Capital's portfolio in Q3 2026, its #272 holding.
  • Apella Capital first reported a position in Truist Financial in Q1 2025 and has held it in 7 quarters since.
  • Apella Capital's Truist Financial position peaked at $2.21M in Q2 2026.
  • 448 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.