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Baugh & Associates’s Truist Financial TFC Stock Holding History

Baugh & Associates’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 		$5.59M Sell
112,195
-9,952
-8% -$490K 2.47% 17
2026
Q1 		$5.62M Sell
122,147
-420
-0.3% -$20.8K 2.43% 22
2025
Q4 		$5.61M Sell
122,567
-3,476
-3% -$160K 2.76% 15
2025
Q3 		$5.3M Sell
126,043
-3,023
-2% -$136K 2.64% 15
2025
Q2 		$5.14M Sell
129,066
-5,961
-4% -$233K 2.68% 14
2025
Q1 		$5.32M Sell
135,027
-510
-0.4% -$22.7K 2.69% 17
2024
Q4 		$5.67M Buy
135,537
+75
+0.1% +$3.35K 2.94% 13
2024
Q3 		$5.57M Buy
135,462
+2,083
+2% +$88K 2.87% 13
2024
Q2 		$5.39M Buy
133,379
+11,993
+10% +$453K 2.8% 14
2024
Q1 		$4.73M Buy
121,386
+675
+0.6% +$24.7K 2.52% 19
2023
Q4 		$4.46M Sell
120,711
-975
-0.8% -$30.6K 2.56% 20
2023
Q3 		$3.48M Buy
121,686
+286
+0.2% +$8.79K 2.18% 26
2023
Q2 		$3.68M Buy
+121,400
New +$3.77M 2.22% 22
2018
Q2 		– Sell
-4,520
Closed -$235K – 42
2018
Q1 		$235K Hold
4,520
– – 0.19% 41
2017
Q4 		$225K Buy
+4,520
New +$218K 0.19% 41

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Baugh & Associates's TFC Position: Q2 2026 in Review

Baugh & Associates reduced its Truist Financial (TFC) stake by 8.1% in Q2 2026, selling an estimated $490K and leaving 112,195 shares worth $5.59M. The position accounts for 2.47% of the portfolio, ranked #17.

Baugh & Associates first reported a position in TFC in Q4 2017 and has held it in 15 quarters since. The position peaked at $5.67M in Q4 2024. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Baugh & Associates held 112,195 shares of Truist Financial worth $5.59M as of Q2 2026.
  • Baugh & Associates sold 9,952 Truist Financial shares in Q2 2026, an estimated $490K.
  • Truist Financial made up 2.47% of Baugh & Associates's portfolio in Q2 2026, its #17 holding.
  • Baugh & Associates first reported a position in Truist Financial in Q4 2017 and has held it in 15 quarters since.
  • Baugh & Associates's Truist Financial position peaked at $5.67M in Q4 2024.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Baugh & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.