Aspect Partners
TFC icon

Aspect Partners’s Truist Financial TFC Stock Holding History

Aspect Partners’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 		$1.99K Sell
43
-346
-89% -$17.6K ﹤0.01% 522
2026
Q2 		$19.4K Hold
389
– – 0.01% 209
2026
Q1 		$17.9K Hold
389
– – 0.01% 193
2025
Q4 		$19.1K Sell
389
-254
-40% -$11.7K 0.01% 201
2025
Q3 		$29.4K Hold
643
– – 0.01% 186
2025
Q2 		$27.6K Buy
643
+268
+71% +$10.5K 0.01% 186
2025
Q1 		$15.4K Hold
375
– – 0.01% 218
2024
Q4 		$16.3K Hold
375
– – 0.01% 227
2024
Q3 		$16K Hold
375
– – 0.01% 217
2024
Q2 		$14.6K Hold
375
– – 0.01% 219
2024
Q1 		$14.6K Hold
375
– – 0.01% 222
2023
Q4 		$13.8K Buy
+375
New +$11.8K 0.01% 214

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Parnassus Investments
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Fort Washington Investment Advisors
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New York State Teachers Retirement System (NYSTRS)
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DePrince Race & Zollo Inc (DRZ)
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Aspect Partners's TFC Position: Q3 2026 in Review

Aspect Partners reduced its Truist Financial (TFC) stake by 89% in Q3 2026, selling an estimated $17.6K and leaving 43 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Aspect Partners first reported a position in TFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $29.4K in Q3 2025. 448 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Aspect Partners held 43 shares of Truist Financial worth $1.99K as of Q3 2026.
  • Aspect Partners sold 346 Truist Financial shares in Q3 2026, an estimated $17.6K.
  • Truist Financial made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #522 holding.
  • Aspect Partners first reported a position in Truist Financial in Q4 2023 and has held it in 12 quarters since.
  • Aspect Partners's Truist Financial position peaked at $29.4K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.