Atwood & Palmer’s Truist Financial TFC Stock Holding History

Atwood & Palmer’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	$11.2K	Hold	225	–	–	﹤0.01%	368
2026 Q1	$10.3K	Hold	225	–	–	﹤0.01%	374
2025 Q4	$11.1K	Hold	225	–	–	﹤0.01%	369
2025 Q3	$10.3K	Hold	225	–	–	﹤0.01%	383
2025 Q2	$9.67K	Hold	225	–	–	﹤0.01%	391
2025 Q1	$9.26K	Hold	225	–	–	﹤0.01%	336
2024 Q4	$9.76K	Hold	225	–	–	﹤0.01%	342
2024 Q3	$9.62K	Hold	225	–	–	﹤0.01%	340
2024 Q2	$8.74K	Hold	225	–	–	﹤0.01%	342
2024 Q1	$8.77K	Buy	+225	New	+$8.23K	﹤0.01%	314
2022 Q1	–	Sell	-32	Closed	-$2K	–	464
2021 Q4	$2K	Hold	32	–	–	﹤0.01%	443
2021 Q3	$2K	Buy	+32	New	+$1.79K	﹤0.01%	419
2018 Q3	–	Sell	-65	Closed	-$3K	–	331
2018 Q2	$3K	Buy	+65	New	+$3.45K	﹤0.01%	290

Other funds holding TFC

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Atwood & Palmer's TFC Position: Q2 2026 in Review

Atwood & Palmer held its Truist Financial (TFC) position steady in Q2 2026 at 225 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Atwood & Palmer first reported a position in TFC in Q2 2018 and has held it in 13 quarters since. 490 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Atwood & Palmer held 225 shares of Truist Financial worth $11.2K as of Q2 2026.
Atwood & Palmer left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #368 holding.
Atwood & Palmer first reported a position in Truist Financial in Q2 2018 and has held it in 13 quarters since.
490 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.