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Congress Asset Management’s Truist Financial TFC Stock Holding History

Congress Asset 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 		– Sell
-11,066
Closed -$509K – 433
2026
Q1 		$509K Sell
11,066
-5,158
-32% -$255K ﹤0.01% 377
2025
Q4 		$798K Sell
16,224
-1,354
-8% -$62.4K 0.01% 322
2025
Q3 		$804K Sell
17,578
-1,270
-7% -$57.3K 0.01% 332
2025
Q2 		$810K Sell
18,848
-10,455
-36% -$409K 0.01% 325
2025
Q1 		$1.21M Sell
29,303
-2,663
-8% -$119K 0.01% 298
2024
Q4 		$1.39M Buy
+31,966
New +$1.43M 0.01% 299

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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

Congress Asset Management's TFC Position: Q2 2026 in Review

Congress Asset Management sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 11,066 shares — an estimated $509K sold.

Congress Asset Management first reported a position in TFC in Q4 2024 and held it in 6 quarters. The position peaked at $1.39M in Q4 2024. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Congress Asset Management reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Congress Asset Management sold 11,066 Truist Financial shares in Q2 2026, an estimated $509K.
  • Congress Asset Management first reported a position in Truist Financial in Q4 2024 and held it in 6 quarters.
  • Congress Asset Management's Truist Financial position peaked at $1.39M in Q4 2024.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.