AP
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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
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

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Aspect Partners's TFC Position: Q2 2026 in Review

Aspect Partners held its Truist Financial (TFC) position steady in Q2 2026 at 389 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #209.

Aspect Partners first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.4K in Q3 2025. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Aspect Partners held 389 shares of Truist Financial worth $19.4K as of Q2 2026.
  • Aspect Partners left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #209 holding.
  • Aspect Partners first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Truist Financial position peaked at $29.4K in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.