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Barnes Dennig Private Wealth Management’s Truist Financial TFC Stock Holding History

Barnes Dennig Private 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
Q2 		$4.24K Hold
85
– – ﹤0.01% 269
2026
Q1 		$3.91K Hold
85
– – ﹤0.01% 274
2025
Q4 		$4.18K Hold
85
– – ﹤0.01% 276
2025
Q3 		$3.89K Hold
85
– – ﹤0.01% 264
2025
Q2 		$3.65K Hold
85
– – ﹤0.01% 261
2025
Q1 		$3.5K Buy
+85
New +$3.79K 0.01% 186

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
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
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Barnes Dennig Private Wealth Management's TFC Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its Truist Financial (TFC) position steady in Q2 2026 at 85 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Barnes Dennig Private Wealth Management first reported a position in TFC in Q1 2025 and has held it in 6 quarters since. 587 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 85 shares of Truist Financial worth $4.24K as of Q2 2026.
  • Barnes Dennig Private Wealth Management left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Truist Financial in Q1 2025 and has held it in 6 quarters since.
  • 587 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.