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Aull & Monroe Investment Management’s Truist Financial TFC Stock Holding History

Aull & Monroe Investment 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 		$776K Buy
15,577
+1,432
+10% +$70.4K 0.32% 66
2026
Q1 		$650K Buy
14,145
+1,945
+16% +$96.1K 0.3% 67
2025
Q4 		$600K Sell
12,200
-135
-1% -$6.22K 0.3% 64
2025
Q3 		$564K Hold
12,335
– – 0.29% 68
2025
Q2 		$530K Sell
12,335
-200
-2% -$7.83K 0.28% 71
2025
Q1 		$516K Hold
12,535
– – 0.26% 77
2024
Q4 		$544K Sell
12,535
-1,000
-7% -$44.6K 0.28% 76
2024
Q3 		$579K Sell
13,535
-1,308
-9% -$55.2K 0.27% 78
2024
Q2 		$577K Sell
14,843
-200
-1% -$7.55K 0.28% 76
2024
Q1 		$586K Sell
15,043
-10
-0.1% -$366 0.27% 78
2023
Q4 		$556K Sell
15,053
-5,844
-28% -$183K 0.27% 76
2023
Q3 		$598K Sell
20,897
-2,563
-11% -$78.8K 0.31% 73
2023
Q2 		$712K Sell
23,460
-411
-2% -$12.8K 0.36% 70
2023
Q1 		$814K Sell
23,871
-352
-1% -$15.4K 0.41% 63
2022
Q4 		$1.04M Sell
24,223
-50
-0.2% -$2.19K 0.52% 57
2022
Q3 		$1.06M Sell
24,273
-629
-3% -$30.3K 0.58% 56
2022
Q2 		$1.18M Sell
24,902
-102
-0.4% -$5.03K 0.6% 53
2022
Q1 		$1.42M Sell
25,004
-250
-1% -$15.4K 0.64% 54
2021
Q4 		$1.48M Sell
25,254
-700
-3% -$42.8K 0.66% 51
2021
Q3 		$1.52M Hold
25,954
– – 0.75% 48
2021
Q2 		$1.44M Hold
25,954
– – 0.68% 50
2021
Q1 		$1.51M Sell
25,954
-1,123
-4% -$61.6K 0.74% 47
2020
Q4 		$1.3M Hold
27,077
– – 0.69% 47
2020
Q3 		$1.03M Buy
27,077
+2,727
+11% +$103K 0.6% 52
2020
Q2 		$914K Sell
24,350
-2,433
-9% -$87.6K 0.57% 56
2020
Q1 		$826K Sell
26,783
-2,156
-7% -$102K 0.55% 55
2019
Q4 		$1.63M Buy
28,939
+5,326
+23% +$288K 0.83% 42
2019
Q3 		$1.26M Sell
23,613
-300
-1% -$14.9K 0.67% 46
2019
Q2 		$1.18M Sell
23,913
-150
-0.6% -$7.35K 0.62% 51
2019
Q1 		$1.12M Sell
24,063
-1,800
-7% -$87.8K 0.6% 53
2018
Q4 		$1.12M Sell
25,863
-1,150
-4% -$55.2K 0.64% 50
2018
Q3 		$1.31M Sell
27,013
-124
-0.5% -$6.36K 0.63% 52
2018
Q2 		$1.37M Sell
27,137
-250
-0.9% -$13.3K 0.7% 51
2018
Q1 		$1.43M Sell
27,387
-300
-1% -$16.2K 0.74% 46
2017
Q4 		$1.38M Sell
27,687
-1,300
-4% -$62.8K 0.69% 49
2017
Q3 		$1.36M Sell
28,987
-200
-0.7% -$9.19K 0.7% 49
2017
Q2 		$1.32M Sell
29,187
-350
-1% -$15.2K 0.71% 49
2017
Q1 		$1.32M Sell
29,537
-204
-0.7% -$9.53K 0.71% 49
2016
Q4 		$1.4M Hold
29,741
– – 0.78% 46
2016
Q3 		$1.12M Sell
29,741
-500
-2% -$18.6K 0.65% 53
2016
Q2 		$1.08M Sell
30,241
-200
-0.7% -$6.99K 0.62% 58
2016
Q1 		$1.01M Sell
30,441
-100
-0.3% -$3.32K 0.61% 59
2015
Q4 		$1.16M Hold
30,541
– – 0.72% 51
2015
Q3 		$1.09M Sell
30,541
-1,230
-4% -$47.5K 0.7% 55
2015
Q2 		$1.28M Sell
31,771
-1,087
-3% -$43K 0.75% 48
2015
Q1 		$1.28M Sell
32,858
-1,300
-4% -$49K 0.72% 51
2014
Q4 		$1.33M Sell
34,158
-1,990
-6% -$74.9K 0.72% 49
2014
Q3 		$1.34M Sell
36,148
-2
-0% -$76 0.71% 51
2014
Q2 		$1.43M Sell
36,150
-10
-0% -$383 0.76% 51
2014
Q1 		$1.45M Sell
36,160
-520
-1% -$19.9K 0.83% 46
2013
Q4 		$1.37M Hold
36,680
– – 0.8% 47
2013
Q3 		$1.24M Hold
36,680
– – 0.8% 45
2013
Q2 		$1.24M Buy
+36,680
New +$1.17M 0.84% 47

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Aull & Monroe Investment Management's TFC Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Truist Financial (TFC) stake by 10% in Q2 2026, buying an estimated $70.4K and bringing the position to 15,577 shares worth $776K. The position accounts for 0.32% of the portfolio, ranked #66.

Aull & Monroe Investment Management first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.63M in Q4 2019. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Aull & Monroe Investment Management held 15,577 shares of Truist Financial worth $776K as of Q2 2026.
  • Aull & Monroe Investment Management bought 1,432 Truist Financial shares in Q2 2026, an estimated $70.4K.
  • Truist Financial made up 0.32% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #66 holding.
  • Aull & Monroe Investment Management first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's Truist Financial position peaked at $1.63M in Q4 2019.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.