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Artemis Investment Management’s Truist Financial TFC Stock Holding History

Artemis Investment Management’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 		$87M Sell
1,879,173
-585,165
-24% -$29.7M 0.76% 47
2026
Q2 		$123M Buy
2,464,338
+998,649
+68% +$49.1M 1.09% 26
2026
Q1 		$67.4M Buy
1,465,689
+146,254
+11% +$7.23M 0.71% 60
2025
Q4 		$64.9M Buy
+1,319,435
New +$60.8M 0.78% 45

Other funds holding TFC

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Artemis Investment Management's TFC Position: Q3 2026 in Review

Artemis Investment Management reduced its Truist Financial (TFC) stake by 24% in Q3 2026, selling an estimated $29.7M and leaving 1,879,173 shares worth $87M. The position accounts for 0.76% of the portfolio, ranked #47.

Artemis Investment Management first reported a position in TFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $123M in Q2 2026. 74 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Artemis Investment Management held 1,879,173 shares of Truist Financial worth $87M as of Q3 2026.
  • Artemis Investment Management sold 585,165 Truist Financial shares in Q3 2026, an estimated $29.7M.
  • Truist Financial made up 0.76% of Artemis Investment Management's portfolio in Q3 2026, its #47 holding.
  • Artemis Investment Management first reported a position in Truist Financial in Q4 2025 and has held it in 4 quarters since.
  • Artemis Investment Management's Truist Financial position peaked at $123M in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Artemis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.