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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
Q3 		$10.4K Hold
225
– – ﹤0.01% 389
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Atwood & Palmer's TFC Position: Q3 2026 in Review

Atwood & Palmer held its Truist Financial (TFC) position steady in Q3 2026 at 225 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Atwood & Palmer first reported a position in TFC in Q2 2018 and has held it in 14 quarters since. The position peaked at $11.2K in Q2 2026. 74 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Atwood & Palmer held 225 shares of Truist Financial worth $10.4K as of Q3 2026.
  • Atwood & Palmer left its Truist Financial share count unchanged in Q3 2026.
  • Truist Financial made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #389 holding.
  • Atwood & Palmer first reported a position in Truist Financial in Q2 2018 and has held it in 14 quarters since.
  • Atwood & Palmer's Truist Financial position peaked at $11.2K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.