CFG
TFC icon

Clayton Financial Group’s Truist Financial TFC Stock Holding History

Clayton Financial Group’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 		– Sell
-71
Closed -$3.26K – 511
2026
Q1 		$3.26K Sell
71
-109
-61% -$5.39K ﹤0.01% 392
2025
Q4 		$8.86K Buy
+180
New +$8.29K ﹤0.01% 246

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
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

Clayton Financial Group's TFC Position: Q2 2026 in Review

Clayton Financial Group sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 71 shares — an estimated $3.26K sold.

Clayton Financial Group first reported a position in TFC in Q4 2025 and held it in 2 quarters. The position peaked at $8.86K in Q4 2025. 700 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Clayton Financial Group reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 71 Truist Financial shares in Q2 2026, an estimated $3.26K.
  • Clayton Financial Group first reported a position in Truist Financial in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Truist Financial position peaked at $8.86K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.