Bartlett & Co Wealth Management’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 | $444K | Buy |
8,915
+211
| +2% | +$10.4K | 0.01% | 367 |
|
|
2026
Q1 | $431K | Buy |
8,704
+42
| +0.5% | +$2.08K | 0.01% | 357 |
|
|
2025
Q4 | $426K | Sell |
8,662
-1,515
| -15% | -$69.8K | 0.01% | 355 |
|
|
2025
Q3 | $465K | Hold |
10,177
| – | – | 0.01% | 347 |
|
|
2025
Q2 | $438K | Buy |
10,177
+15
| +0.1% | +$587 | 0.01% | 351 |
|
|
2025
Q1 | $418K | Sell |
10,162
-136
| -1% | -$6.06K | 0.01% | 349 |
|
|
2024
Q4 | $447K | Sell |
10,298
-80
| -0.8% | -$3.57K | 0.01% | 340 |
|
|
2024
Q3 | $444K | Hold |
10,378
| – | – | 0.01% | 342 |
|
|
2024
Q2 | $403K | Sell |
10,378
-598
| -5% | -$22.6K | 0.01% | 351 |
|
|
2024
Q1 | $428K | Buy |
10,976
+13
| +0.1% | +$476 | 0.01% | 346 |
|
|
2023
Q4 | $409K | Hold |
10,963
| – | – | 0.01% | 371 |
|
|
2023
Q3 | $314K | Hold |
10,963
| – | – | 0.01% | 396 |
|
|
2023
Q2 | $333K | Buy |
10,963
+350
| +3% | +$10.9K | 0.01% | 392 |
|
|
2023
Q1 | $362K | Buy |
10,613
+1,550
| +17% | +$67.7K | 0.01% | 317 |
|
|
2022
Q4 | $390K | Sell |
9,063
-2,715
| -23% | -$119K | 0.01% | 310 |
|
|
2022
Q3 | $513K | Sell |
11,778
-471
| -4% | -$22.7K | 0.01% | 281 |
|
|
2022
Q2 | $581K | Buy |
12,249
+106
| +0.9% | +$5.23K | 0.01% | 266 |
|
|
2022
Q1 | $689K | Sell |
12,143
-299
| -2% | -$18.5K | 0.01% | 260 |
|
|
2021
Q4 | $728K | Sell |
12,442
-1,501
| -11% | -$91.7K | 0.01% | 255 |
|
|
2021
Q3 | $818K | Buy |
13,943
+1,901
| +16% | +$106K | 0.02% | 223 |
|
|
2021
Q2 | $668K | Hold |
12,042
| – | – | 0.01% | 233 |
|
|
2021
Q1 | $702K | Hold |
12,042
| – | – | 0.01% | 227 |
|
|
2020
Q4 | $577K | Buy |
12,042
+2,043
| +20% | +$92.5K | 0.01% | 238 |
|
|
2020
Q3 | $380K | Sell |
9,999
-1,175
| -11% | -$44.3K | 0.01% | 261 |
|
|
2020
Q2 | $420K | Sell |
11,174
-780
| -7% | -$28.1K | 0.01% | 251 |
|
|
2020
Q1 | $369K | Buy |
11,954
+510
| +4% | +$24.1K | 0.01% | 250 |
|
|
2019
Q4 | $645K | Buy |
11,444
+909
| +9% | +$49.2K | 0.02% | 237 |
|
|
2019
Q3 | $562K | Sell |
10,535
-671
| -6% | -$33.3K | 0.01% | 244 |
|
|
2019
Q2 | $551K | Buy |
11,206
+131
| +1% | +$6.42K | 0.02% | 199 |
|
|
2019
Q1 | $515K | Sell |
11,075
-700
| -6% | -$34.1K | 0.02% | 199 |
|
|
2018
Q4 | $510K | Hold |
11,775
| – | – | 0.02% | 199 |
|
|
2018
Q3 | $572K | Buy |
11,775
+1,175
| +11% | +$60.3K | 0.02% | 198 |
|
|
2018
Q2 | $535K | Sell |
10,600
-779
| -7% | -$41.4K | 0.02% | 198 |
|
|
2018
Q1 | $592K | Buy |
+11,379
| New | +$613K | 0.02% | 186 |
|
Other funds holding TFC
Bartlett & Co Wealth Management's TFC Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Truist Financial (TFC) stake by 2.4% in Q2 2026, buying an estimated $10.4K and bringing the position to 8,915 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #367.
Bartlett & Co Wealth Management first reported a position in TFC in Q1 2018 and has held it in 34 quarters since. The position peaked at $818K in Q3 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Bartlett & Co Wealth Management held 8,915 shares of Truist Financial worth $444K as of Q2 2026.
- Bartlett & Co Wealth Management bought 211 Truist Financial shares in Q2 2026, an estimated $10.4K.
- Truist Financial made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #367 holding.
- Bartlett & Co Wealth Management first reported a position in Truist Financial in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Truist Financial position peaked at $818K in Q3 2021.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.