Ballast Inc’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.43M Buy
48,831
+9,190
+23% +$452K 0.46% 43
2026
Q1
$1.82M Sell
39,641
-27
-0.1% -$1.33K 0.42% 43
2025
Q4
$1.95M Sell
39,668
-329
-0.8% -$15.2K 0.46% 34
2025
Q3
$1.83M Sell
39,997
-1,061
-3% -$47.8K 0.44% 37
2025
Q2
$1.77M Buy
41,058
+1,710
+4% +$66.9K 0.46% 37
2025
Q1
$1.62M Buy
39,348
+290
+0.7% +$12.9K 0.46% 39
2024
Q4
$1.69M Sell
39,058
-2,043
-5% -$91.2K 0.48% 35
2024
Q3
$1.76M Sell
41,101
-540
-1% -$22.8K 0.5% 32
2024
Q2
$1.62M Buy
41,641
+840
+2% +$31.7K 0.5% 33
2024
Q1
$1.59M Buy
40,801
+1,712
+4% +$62.6K 0.5% 34
2023
Q4
$1.44M Buy
39,089
+189
+0.5% +$5.93K 0.5% 33
2023
Q3
$1.11M Buy
38,900
+7,918
+26% +$243K 0.44% 37
2023
Q2
$940K Buy
30,982
+3,287
+12% +$102K 0.36% 49
2023
Q1
$944K Buy
27,695
+1,290
+5% +$56.3K 0.39% 43
2022
Q4
$1.14M Buy
26,405
+1,093
+4% +$47.9K 0.5% 33
2022
Q3
$1.1M Buy
25,312
+299
+1% +$14.4K 0.54% 32
2022
Q2
$1.19M Buy
25,013
+2,155
+9% +$106K 0.55% 30
2022
Q1
$1.3M Buy
22,858
+1,486
+7% +$91.8K 0.5% 31
2021
Q4
$1.25M Buy
21,372
+3
+0% +$183 0.49% 34
2021
Q3
$1.25M Buy
21,369
+1,174
+6% +$65.6K 0.53% 29
2021
Q2
$1.12M Buy
20,195
+3,235
+19% +$190K 0.47% 31
2021
Q1
$989K Buy
16,960
+399
+2% +$21.9K 0.48% 30
2020
Q4
$793K Sell
16,561
-865
-5% -$39.2K 0.4% 32
2020
Q3
$663K Sell
17,426
-3,916
-18% -$148K 0.38% 38
2020
Q2
$801K Sell
21,342
-1,690
-7% -$60.9K 0.5% 34
2020
Q1
$710K Buy
23,032
+4,048
+21% +$191K 0.5% 34
2019
Q4
$1.07M Buy
18,984
+2,199
+13% +$119K 0.59% 31
2019
Q3
$895K Sell
16,785
-535
-3% -$26.5K 0.55% 33
2019
Q2
$850K Buy
17,320
+133
+0.8% +$6.51K 0.53% 34
2019
Q1
$799K Buy
17,187
+1,114
+7% +$54.3K 0.52% 35
2018
Q4
$696K Buy
16,073
+1,247
+8% +$59.9K 0.53% 33
2018
Q3
$720K Buy
14,826
+800
+6% +$41.1K 0.49% 34
2018
Q2
$707K Buy
14,026
+52
+0.4% +$2.76K 0.55% 32
2018
Q1
$727K Buy
13,974
+285
+2% +$15.3K 0.58% 32
2017
Q4
$681K Buy
+13,689
New +$661K 0.58% 29

Other funds holding TFC

Ballast Inc's TFC Position: Q2 2026 in Review

Ballast Inc increased its Truist Financial (TFC) stake by 23% in Q2 2026, buying an estimated $452K and bringing the position to 48,831 shares worth $2.43M. The position accounts for 0.46% of the portfolio, ranked #43.

Ballast Inc first reported a position in TFC in Q4 2017 and has held it in 35 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Ballast Inc held 48,831 shares of Truist Financial worth $2.43M as of Q2 2026.
  • Ballast Inc bought 9,190 Truist Financial shares in Q2 2026, an estimated $452K.
  • Truist Financial made up 0.46% of Ballast Inc's portfolio in Q2 2026, its #43 holding.
  • Ballast Inc first reported a position in Truist Financial in Q4 2017 and has held it in 35 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Ballast Inc's 13F filing for Q2 2026, filed 10 Jul 2026.