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Chesley Taft & Associates’s Truist Financial TFC Stock Holding History

Chesley Taft & 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 		$5.64M Sell
113,140
-2,136
-2% -$105K 0.22% 88
2026
Q1 		$5.3M Sell
115,276
-362
-0.3% -$17.9K 0.22% 90
2025
Q4 		$5.69M Sell
115,638
-8,014
-6% -$369K 0.22% 85
2025
Q3 		$5.65M Sell
123,652
-389
-0.3% -$17.5K 0.24% 85
2025
Q2 		$5.33M Sell
124,041
-120
-0.1% -$4.7K 0.24% 87
2025
Q1 		$5.11M Sell
124,161
-370
-0.3% -$16.5K 0.25% 87
2024
Q4 		$5.4M Hold
124,531
– – 0.25% 79
2024
Q3 		$5.33M Sell
124,531
-705
-0.6% -$29.8K 0.25% 79
2024
Q2 		$4.87M Buy
125,236
+1,120
+0.9% +$42.3K 0.24% 78
2024
Q1 		$4.84M Buy
124,116
+1,945
+2% +$71.2K 0.25% 79
2023
Q4 		$4.51M Sell
122,171
-4,015
-3% -$126K 0.25% 80
2023
Q3 		$3.61M Sell
126,186
-200
-0.2% -$6.15K 0.23% 90
2023
Q2 		$3.84M Sell
126,386
-129,635
-51% -$4.03M 0.24% 87
2023
Q1 		$8.73M Buy
256,021
+25,130
+11% +$1.1M 0.57% 52
2022
Q4 		$9.94M Sell
230,891
-28,850
-11% -$1.27M 0.68% 44
2022
Q3 		$11.3M Sell
259,741
-3,310
-1% -$159K 0.83% 35
2022
Q2 		$12.5M Buy
263,051
+6,660
+3% +$328K 0.85% 33
2022
Q1 		$13.5M Buy
256,391
+19,969
+8% +$1.23M 0.79% 36
2021
Q4 		$13.8M Buy
236,422
+13,957
+6% +$853K 0.72% 38
2021
Q3 		$13M Buy
222,465
+3,825
+2% +$214K 0.74% 38
2021
Q2 		$12.1M Buy
218,640
+8,156
+4% +$479K 0.7% 41
2021
Q1 		$12.4M Buy
210,484
+5,131
+2% +$281K 0.74% 40
2020
Q4 		$9.84M Sell
205,353
-1,435
-0.7% -$65K 0.63% 47
2020
Q3 		$7.87M Sell
206,788
-31,023
-13% -$1.17M 0.56% 50
2020
Q2 		$8.93M Sell
237,811
-203,560
-46% -$7.33M 0.68% 41
2020
Q1 		$13.6M Buy
441,371
+10,390
+2% +$491K 1.24% 27
2019
Q4 		$24.3M Sell
430,981
-16,523
-4% -$895K 1.75% 16
2019
Q3 		$23.9M Sell
447,504
-898
-0.2% -$44.5K 1.85% 14
2019
Q2 		$22M Buy
448,402
+17,390
+4% +$852K 1.72% 16
2019
Q1 		$20.1M Buy
431,012
+179,665
+71% +$8.76M 1.67% 16
2018
Q4 		$10.9M Sell
251,347
-40,900
-14% -$1.96M 1.05% 35
2018
Q3 		$14.2M Buy
292,247
+62,983
+27% +$3.23M 1.13% 27
2018
Q2 		$11.6M Buy
229,264
+24,918
+12% +$1.32M 0.99% 32
2018
Q1 		$10.6M Buy
204,346
+900
+0.4% +$48.5K 0.95% 34
2017
Q4 		$10.1M Buy
203,446
+3,500
+2% +$169K 0.86% 36
2017
Q3 		$9.38M Buy
199,946
+43,746
+28% +$2.01M 0.81% 41
2017
Q2 		$7.09M Buy
+156,200
New +$6.78M 0.64% 49

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

Chesley Taft & Associates's TFC Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Truist Financial (TFC) stake by 1.9% in Q2 2026, selling an estimated $105K and leaving 113,140 shares worth $5.64M. The position accounts for 0.22% of the portfolio, ranked #88.

Chesley Taft & Associates first reported a position in TFC in Q2 2017 and has held it in 37 quarters since. The position peaked at $24.3M in Q4 2019. 384 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Chesley Taft & Associates held 113,140 shares of Truist Financial worth $5.64M as of Q2 2026.
  • Chesley Taft & Associates sold 2,136 Truist Financial shares in Q2 2026, an estimated $105K.
  • Truist Financial made up 0.22% of Chesley Taft & Associates's portfolio in Q2 2026, its #88 holding.
  • Chesley Taft & Associates first reported a position in Truist Financial in Q2 2017 and has held it in 37 quarters since.
  • Chesley Taft & Associates's Truist Financial position peaked at $24.3M in Q4 2019.
  • 384 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.