Arvest Investments’s Truist Financial TFC Stock Holding History

Arvest Investments’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	$1.76M	Sell	35,338 -764	-2%	-$37.6K	0.21%	71
2026 Q1	$1.66M	Sell	36,102 -804	-2%	-$39.7K	0.23%	68
2025 Q4	$1.82M	Sell	36,906 -3,252	-8%	-$150K	0.26%	63
2025 Q3	$1.84M	Sell	40,158 -367	-0.9%	-$16.5K	0.26%	68
2025 Q2	$1.74M	Sell	40,525 -698	-2%	-$27.3K	0.26%	74
2025 Q1	$1.7M	Buy	41,223 +6,484	+19%	+$289K	0.27%	86
2024 Q4	$1.51M	Sell	34,739 -2,310	-6%	-$103K	0.24%	96
2024 Q3	$1.58M	Sell	37,049 -5,127	-12%	-$217K	0.24%	97
2024 Q2	$1.64M	Sell	42,176 -1,974	-4%	-$74.6K	0.26%	85
2024 Q1	$1.72M	Buy	44,150 +519	+1%	+$19K	0.27%	86
2023 Q4	$1.61M	Buy	+43,631	New	+$1.37M	0.26%	88

Other funds holding TFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Arvest Investments's TFC Position: Q2 2026 in Review

Arvest Investments reduced its Truist Financial (TFC) stake by 2.1% in Q2 2026, selling an estimated $37.6K and leaving 35,338 shares worth $1.76M. The position accounts for 0.21% of the portfolio, ranked #71.

Arvest Investments first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q3 2025. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Arvest Investments held 35,338 shares of Truist Financial worth $1.76M as of Q2 2026.
Arvest Investments sold 764 Truist Financial shares in Q2 2026, an estimated $37.6K.
Truist Financial made up 0.21% of Arvest Investments's portfolio in Q2 2026, its #71 holding.
Arvest Investments first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
Arvest Investments's Truist Financial position peaked at $1.84M in Q3 2025.
740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.