AIM
TFC icon

Avity Investment Management’s Truist Financial TFC Stock Holding History

Avity 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 		$14.5M Sell
291,697
-7,100
-2% -$349K 0.93% 36
2026
Q1 		$13.7M Sell
298,797
-8,704
-3% -$430K 1% 34
2025
Q4 		$15.1M Sell
307,501
-1,345
-0.4% -$61.9K 1.06% 35
2025
Q3 		$14.1M Sell
308,846
-4,575
-1% -$206K 0.99% 34
2025
Q2 		$13.5M Buy
313,421
+24,315
+8% +$951K 1% 31
2025
Q1 		$11.9M Buy
289,106
+8,463
+3% +$377K 0.96% 32
2024
Q4 		$12.2M Buy
280,643
+37,808
+16% +$1.69M 0.95% 31
2024
Q3 		$10.4M Buy
242,835
+7,085
+3% +$299K 0.81% 31
2024
Q2 		$9.16M Sell
235,750
-96,925
-29% -$3.66M 0.74% 31
2024
Q1 		$13M Sell
332,675
-327,586
-50% -$12M 1.07% 29
2023
Q4 		$24.4M Buy
660,261
+27,133
+4% +$852K 2.18% 24
2023
Q3 		$18.1M Sell
633,128
-58,073
-8% -$1.79M 1.81% 27
2023
Q2 		$21M Buy
691,201
+887
+0.1% +$27.5K 1.94% 26
2023
Q1 		$23.5M Buy
690,314
+14,165
+2% +$618K 2.29% 24
2022
Q4 		$29.1M Buy
676,149
+13,336
+2% +$585K 2.97% 15
2022
Q3 		$28.9M Buy
662,813
+2,077
+0.3% +$99.9K 3.13% 13
2022
Q2 		$31.3M Buy
660,736
+21,381
+3% +$1.05M 3.22% 14
2022
Q1 		$36.3M Sell
639,355
-2,967
-0.5% -$183K 3.18% 15
2021
Q4 		$37.6M Buy
642,322
+5,476
+0.9% +$335K 2.93% 18
2021
Q3 		$37.4M Buy
636,846
+13,038
+2% +$729K 3.15% 17
2021
Q2 		$34.6M Buy
623,808
+17,044
+3% +$1M 2.92% 22
2021
Q1 		$35.4M Buy
606,764
+52,666
+10% +$2.89M 3.21% 15
2020
Q4 		$26.6M Buy
554,098
+40,777
+8% +$1.85M 2.54% 24
2020
Q3 		$19.5M Buy
513,321
+91,369
+22% +$3.44M 2.04% 27
2020
Q2 		$15.8M Sell
421,952
-14,931
-3% -$538K 1.78% 29
2020
Q1 		$13.5M Sell
436,883
-39,966
-8% -$1.89M 1.88% 29
2019
Q4 		$26.9M Buy
+476,849
New +$25.8M 2.97% 18

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

Avity Investment Management's TFC Position: Q2 2026 in Review

Avity Investment Management reduced its Truist Financial (TFC) stake by 2.4% in Q2 2026, selling an estimated $349K and leaving 291,697 shares worth $14.5M. The position accounts for 0.93% of the portfolio, ranked #36.

Avity Investment Management first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $37.6M in Q4 2021. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Avity Investment Management held 291,697 shares of Truist Financial worth $14.5M as of Q2 2026.
  • Avity Investment Management sold 7,100 Truist Financial shares in Q2 2026, an estimated $349K.
  • Truist Financial made up 0.93% of Avity Investment Management's portfolio in Q2 2026, its #36 holding.
  • Avity Investment Management first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Avity Investment Management's Truist Financial position peaked at $37.6M in Q4 2021.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.