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Burkett Financial Services’s Truist Financial TFC Stock Holding History

Burkett Financial Services’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 		$64.6K Buy
1,295
+14
+1% +$689 0.02% 85
2026
Q1 		$58.9K Buy
1,281
+13
+1% +$642 0.02% 90
2025
Q4 		$62.4K Buy
1,268
+13
+1% +$599 0.02% 85
2025
Q3 		$57.4K Buy
1,255
+14
+1% +$631 0.02% 90
2025
Q2 		$53.3K Sell
1,241
-4
-0.3% -$157 0.02% 90
2025
Q1 		$51.2K Buy
1,245
+34
+3% +$1.51K 0.02% 88
2024
Q4 		$52.5K Buy
1,211
+13
+1% +$580 0.02% 83
2024
Q3 		$51.2K Buy
1,198
+253
+27% +$10.7K 0.02% 81
2024
Q2 		$36.7K Buy
945
+13
+1% +$491 0.02% 92
2024
Q1 		$36.3K Sell
932
-14,115
-94% -$516K 0.02% 97
2023
Q4 		$556K Buy
+15,047
New +$472K 0.31% 30

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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
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

Burkett Financial Services's TFC Position: Q2 2026 in Review

Burkett Financial Services increased its Truist Financial (TFC) stake by 1.1% in Q2 2026, buying an estimated $689 and bringing the position to 1,295 shares worth $64.6K. The position accounts for 0.02% of the portfolio, ranked #85.

Burkett Financial Services first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $556K in Q4 2023. 412 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Burkett Financial Services held 1,295 shares of Truist Financial worth $64.6K as of Q2 2026.
  • Burkett Financial Services bought 14 Truist Financial shares in Q2 2026, an estimated $689.
  • Truist Financial made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #85 holding.
  • Burkett Financial Services first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's Truist Financial position peaked at $556K in Q4 2023.
  • 412 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.