AWM
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Atticus Wealth Management’s Truist Financial TFC Stock Holding History

Atticus Wealth 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
Q2 		$779K Hold
15,634
– – 0.19% 81
2026
Q1 		$719K Hold
15,634
– – 0.19% 81
2025
Q4 		$769K Hold
15,634
– – 0.19% 81
2025
Q3 		$715K Hold
15,634
– – 0.18% 78
2025
Q2 		$672K Hold
15,634
– – 0.18% 72
2025
Q1 		$643K Hold
15,634
– – 0.21% 68
2024
Q4 		$678K Hold
15,634
– – 0.21% 60
2024
Q3 		$669K Hold
15,634
– – 0.21% 58
2024
Q2 		$607K Sell
15,634
-150
-1% -$5.67K 0.2% 58
2024
Q1 		$615K Sell
15,784
-104
-0.7% -$3.8K 0.2% 61
2023
Q4 		$587K Sell
15,888
-588
-4% -$18.5K 0.21% 60
2023
Q3 		$471K Sell
16,476
-105
-0.6% -$3.23K 0.18% 74
2023
Q2 		$503K Sell
16,581
-3,820
-19% -$119K 0.19% 77
2023
Q1 		$696K Buy
20,401
+1,820
+10% +$79.4K 0.27% 54
2022
Q4 		$800K Sell
18,581
-2,582
-12% -$113K 0.33% 55
2022
Q3 		$1M Hold
21,163
– – 0.49% 38
2022
Q2 		$1M Sell
21,163
-346
-2% -$17.1K 0.42% 50
2022
Q1 		$1.22M Sell
21,509
-372
-2% -$23K 0.45% 42
2021
Q4 		$1.28M Sell
21,881
-569
-3% -$34.8K 0.5% 36
2021
Q3 		$1.32M Hold
22,450
– – 0.58% 32
2021
Q2 		$1.25M Sell
22,450
-20
-0.1% -$1.18K 0.54% 39
2021
Q1 		$1.31M Hold
22,470
– – 0.62% 38
2020
Q4 		$1.08M Sell
22,470
-45
-0.2% -$2.04K 0.54% 39
2020
Q3 		$857K Hold
22,515
– – 0.51% 42
2020
Q2 		$845K Sell
22,515
-62
-0.3% -$2.23K 0.56% 38
2020
Q1 		$696K Sell
22,577
-6,240
-22% -$295K 0.56% 40
2019
Q4 		$1.62M Buy
+28,817
New +$1.56M 1.04% 27

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

Atticus Wealth Management's TFC Position: Q2 2026 in Review

Atticus Wealth Management held its Truist Financial (TFC) position steady in Q2 2026 at 15,634 shares worth $779K. The position accounts for 0.19% of the portfolio, ranked #81.

Atticus Wealth Management first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.62M in Q4 2019. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Atticus Wealth Management held 15,634 shares of Truist Financial worth $779K as of Q2 2026.
  • Atticus Wealth Management left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.19% of Atticus Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Atticus Wealth Management first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's Truist Financial position peaked at $1.62M in Q4 2019.
  • 261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.