Boyd Watterson Asset 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 | $99K | Sell |
1,986
-104
| -5% | -$5.12K | 0.03% | 153 |
|
|
2026
Q1 | $96.1K | Sell |
2,090
-973
| -32% | -$48.1K | 0.03% | 150 |
|
|
2025
Q4 | $151K | Buy |
3,063
+156
| +5% | +$7.18K | 0.04% | 137 |
|
|
2025
Q3 | $133K | Sell |
2,907
-92
| -3% | -$4.15K | 0.04% | 139 |
|
|
2025
Q2 | $129K | Buy |
2,999
+146
| +5% | +$5.71K | 0.04% | 143 |
|
|
2025
Q1 | $117K | Sell |
2,853
-5
| -0.2% | -$223 | 0.04% | 146 |
|
|
2024
Q4 | $124K | Sell |
2,858
-29
| -1% | -$1.29K | 0.03% | 142 |
|
|
2024
Q3 | $123K | Sell |
2,887
-125
| -4% | -$5.28K | 0.03% | 141 |
|
|
2024
Q2 | $117K | Hold |
3,012
| – | – | 0.03% | 139 |
|
|
2024
Q1 | $117K | Sell |
3,012
-120
| -4% | -$4.39K | 0.04% | 143 |
|
|
2023
Q4 | $116K | Sell |
3,132
-18
| -0.6% | -$565 | 0.05% | 143 |
|
|
2023
Q3 | $90.1K | Sell |
3,150
-5
| -0.2% | -$154 | 0.04% | 150 |
|
|
2023
Q2 | $95.8K | Sell |
3,155
-362
| -10% | -$11.2K | 0.04% | 150 |
|
|
2023
Q1 | $120K | Buy |
3,517
+558
| +19% | +$24.4K | 0.05% | 145 |
|
|
2022
Q4 | $127K | Buy |
+2,959
| New | +$130K | 0.05% | 146 |
|
|
2022
Q1 | – | Sell |
-3,454
| Closed | -$202K | – | 156 |
|
|
2021
Q4 | $202K | Sell |
3,454
-7
| -0.2% | -$428 | 0.07% | 145 |
|
|
2021
Q3 | $203K | Sell |
3,461
-3,053
| -47% | -$171K | 0.07% | 145 |
|
|
2021
Q2 | $362K | Buy |
6,514
+311
| +5% | +$18.3K | 0.15% | 117 |
|
|
2021
Q1 | $362K | Buy |
+6,203
| New | +$340K | 0.16% | 115 |
|
|
2020
Q1 | – | Sell |
-3,841
| Closed | -$216K | – | 117 |
|
|
2019
Q4 | $216K | Buy |
+3,841
| New | +$208K | 0.14% | 114 |
|
|
2018
Q2 | – | Sell |
-3,905
| Closed | -$203K | – | 140 |
|
|
2018
Q1 | $203K | Sell |
3,905
-175
| -4% | -$9.43K | 0.1% | 135 |
|
|
2017
Q4 | $203K | Sell |
4,080
-2,150
| -35% | -$104K | 0.1% | 155 |
|
|
2017
Q3 | $292K | Sell |
6,230
-645
| -9% | -$29.7K | 0.14% | 123 |
|
|
2017
Q2 | $312K | Sell |
6,875
-12,007
| -64% | -$521K | 0.16% | 122 |
|
|
2017
Q1 | $844K | Buy |
18,882
+968
| +5% | +$45.2K | 0.42% | 75 |
|
|
2016
Q4 | $842K | Buy |
17,914
+2,084
| +13% | +$88.6K | 0.45% | 65 |
|
|
2016
Q3 | $597K | Buy |
15,830
+11
| +0.1% | +$410 | 0.29% | 95 |
|
|
2016
Q2 | $563K | Buy |
15,819
+2,250
| +17% | +$78.6K | 0.27% | 96 |
|
|
2016
Q1 | $451K | Buy |
+13,569
| New | +$451K | 0.22% | 116 |
|
Other funds holding TFC
Boyd Watterson Asset Management's TFC Position: Q2 2026 in Review
Boyd Watterson Asset Management reduced its Truist Financial (TFC) stake by 5% in Q2 2026, selling an estimated $5.12K and leaving 1,986 shares worth $99K. The position accounts for 0.03% of the portfolio, ranked #153.
Boyd Watterson Asset Management first reported a position in TFC in Q1 2016 and has held it in 29 quarters since. The position peaked at $844K in Q1 2017. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Boyd Watterson Asset Management held 1,986 shares of Truist Financial worth $99K as of Q2 2026.
- Boyd Watterson Asset Management sold 104 Truist Financial shares in Q2 2026, an estimated $5.12K.
- Truist Financial made up 0.03% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #153 holding.
- Boyd Watterson Asset Management first reported a position in Truist Financial in Q1 2016 and has held it in 29 quarters since.
- Boyd Watterson Asset Management's Truist Financial position peaked at $844K in Q1 2017.
- 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.