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Arlington Trust’s Truist Financial TFC Stock Holding History

Arlington Trust’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 		$353K Sell
7,077
-139
-2% -$6.84K 0.03% 75
2026
Q1 		$332K Buy
7,216
+238
+3% +$11.8K 0.03% 70
2025
Q4 		$343K Sell
6,978
-1,914
-22% -$88.1K 0.04% 64
2025
Q3 		$407K Hold
8,892
– – 0.07% 113
2025
Q2 		$382K Hold
8,892
– – 0.07% 120
2025
Q1 		$366K Sell
8,892
-185
-2% -$8.24K 0.08% 121
2024
Q4 		$394K Hold
9,077
– – 0.08% 110
2024
Q3 		$388K Hold
9,077
– – 0.08% 108
2024
Q2 		$353K Buy
9,077
+4,730
+109% +$179K 0.08% 105
2024
Q1 		$169K Sell
4,347
-37
-0.8% -$1.35K 0.04% 152
2023
Q4 		$162K Buy
4,384
+4,237
+2,882% +$133K 0.05% 152
2023
Q3 		$4.21K Buy
+147
New +$4.52K ﹤0.01% 260

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Arlington Trust's TFC Position: Q2 2026 in Review

Arlington Trust reduced its Truist Financial (TFC) stake by 1.9% in Q2 2026, selling an estimated $6.84K and leaving 7,077 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #75.

Arlington Trust first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $407K in Q3 2025. 311 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Arlington Trust held 7,077 shares of Truist Financial worth $353K as of Q2 2026.
  • Arlington Trust sold 139 Truist Financial shares in Q2 2026, an estimated $6.84K.
  • Truist Financial made up 0.03% of Arlington Trust's portfolio in Q2 2026, its #75 holding.
  • Arlington Trust first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
  • Arlington Trust's Truist Financial position peaked at $407K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.