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Boltwood Capital Management’s Truist Financial TFC Stock Holding History

Boltwood Capital 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 		$215K Buy
+4,310
New +$212K 0.05% 186
2026
Q1 		– Sell
-4,270
Closed -$210K – 187
2025
Q4 		$210K Sell
4,270
-240
-5% -$11.1K 0.05% 177
2025
Q3 		$206K Buy
+4,510
New +$203K 0.05% 175
2025
Q2 		– Sell
-9,950
Closed -$409K – 176
2025
Q1 		$409K Buy
9,950
+15
+0.2% +$668 0.12% 132
2024
Q4 		$431K Sell
9,935
-450
-4% -$20.1K 0.13% 124
2024
Q3 		$444K Sell
10,385
-1,125
-10% -$47.5K 0.13% 127
2024
Q2 		$447K Sell
11,510
-5
-0% -$189 0.14% 122
2024
Q1 		$449K Buy
11,515
+495
+4% +$18.1K 0.14% 124
2023
Q4 		$407K Buy
11,020
+520
+5% +$16.3K 0.13% 121
2023
Q3 		$300K Buy
10,500
+2,820
+37% +$86.7K 0.11% 129
2023
Q2 		$233K Sell
7,680
-2,825
-27% -$87.7K 0.08% 150
2023
Q1 		$358K Buy
10,505
+3,105
+42% +$136K 0.13% 120
2022
Q4 		$318K Buy
7,400
+290
+4% +$12.7K 0.13% 123
2022
Q3 		$310K Buy
7,110
+1,220
+21% +$58.7K 0.14% 122
2022
Q2 		$279K Buy
+5,890
New +$290K 0.12% 131
2020
Q2 		– Sell
-13,726
Closed -$423K – 131
2020
Q1 		$423K Sell
13,726
-267
-2% -$12.6K 0.3% 89
2019
Q4 		$788K Buy
+13,993
New +$758K 0.44% 76

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Boltwood Capital Management's TFC Position: Q2 2026 in Review

Boltwood Capital Management opened a new position in Truist Financial (TFC) in Q2 2026: 4,310 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #186 among its holdings. This is a return to the name: Boltwood Capital Management previously reported a position in TFC as recently as Q4 2025.

Boltwood Capital Management first reported a position in TFC in Q4 2019 and has held it in 17 quarters since. The position peaked at $788K in Q4 2019. 304 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Boltwood Capital Management held 4,310 shares of Truist Financial worth $215K as of Q2 2026.
  • Truist Financial was a new Boltwood Capital Management position in Q2 2026.
  • Truist Financial made up 0.05% of Boltwood Capital Management's portfolio in Q2 2026, its #186 holding.
  • Boltwood Capital Management first reported a position in Truist Financial in Q4 2019 and has held it in 17 quarters since.
  • Boltwood Capital Management's Truist Financial position peaked at $788K in Q4 2019.
  • 304 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.