BankPlus Wealth Management’s Truist Financial TFC Stock Holding History

BankPlus Wealth 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 Q3	$429K	Buy	9,269 +295	+3%	+$15K	0.19%	81
2026 Q2	$447K	Buy	8,974 +306	+4%	+$15.1K	0.2%	76
2026 Q1	$398K	Buy	8,668 +128	+1%	+$6.32K	0.21%	84
2025 Q4	$420K	Sell	8,540 -293	-3%	-$13.5K	0.23%	79
2025 Q3	$404K	Buy	8,833 +743	+9%	+$33.5K	0.24%	79
2025 Q2	$348K	Buy	8,090 +180	+2%	+$7.04K	0.23%	82
2025 Q1	$325K	Buy	7,910 +532	+7%	+$23.7K	0.24%	81
2024 Q4	$320K	Buy	+7,378	New	+$329K	0.24%	82

Other funds holding TFC

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

BankPlus Wealth Management's TFC Position: Q3 2026 in Review

BankPlus Wealth Management increased its Truist Financial (TFC) stake by 3.3% in Q3 2026, buying an estimated $15K and bringing the position to 9,269 shares worth $429K. The position accounts for 0.19% of the portfolio, ranked #81.

BankPlus Wealth Management first reported a position in TFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $447K in Q2 2026. 652 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

BankPlus Wealth Management held 9,269 shares of Truist Financial worth $429K as of Q3 2026.
BankPlus Wealth Management bought 295 Truist Financial shares in Q3 2026, an estimated $15K.
Truist Financial made up 0.19% of BankPlus Wealth Management's portfolio in Q3 2026, its #81 holding.
BankPlus Wealth Management first reported a position in Truist Financial in Q4 2024 and has held it in 8 quarters since.
BankPlus Wealth Management's Truist Financial position peaked at $447K in Q2 2026.
652 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.