Deroy & Devereaux Private Investment Counsel’s Truist Financial TFC Stock Holding History

Deroy & Devereaux Private Investment Counsel’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	$32.9M	Sell	659,752 -18,202	-3%	-$895K	1.37%	32
2026 Q1	$31.2M	Sell	677,954 -3,100	-0.5%	-$153K	1.49%	27
2025 Q4	$33.5M	Sell	681,054 -11,128	-2%	-$513K	1.63%	21
2025 Q3	$31.6M	Sell	692,182 -7,477	-1%	-$337K	1.58%	20
2025 Q2	$30.1M	Sell	699,659 -496	-0.1%	-$19.4K	1.63%	20
2025 Q1	$28.8M	Buy	700,155 +105,539	+18%	+$4.7M	1.67%	19
2024 Q4	$25.8M	Buy	594,616 +130,270	+28%	+$5.81M	1.48%	28
2024 Q3	$19.9M	Buy	+464,346	New	+$19.6M	1.13%	48
2023 Q4	–	Sell	-7,137	Closed	-$204K	–	173
2023 Q3	$204K	Sell	7,137 -324,471	-98%	-$9.98M	0.01%	169
2023 Q2	$10.1M	Buy	331,608 +2,615	+0.8%	+$81.2K	0.7%	57
2023 Q1	$11.2M	Sell	328,993 -2,523	-0.8%	-$110K	0.85%	56
2022 Q4	$14.3M	Sell	331,516 -5,160	-2%	-$226K	1.1%	48
2022 Q3	$14.7M	Buy	336,676 +31,799	+10%	+$1.53M	1.27%	42
2022 Q2	$14.5M	Buy	304,877 +8,731	+3%	+$431K	1.2%	45
2022 Q1	$16.8M	Buy	296,146 +103,352	+54%	+$6.38M	1.22%	47
2021 Q4	$11.3M	Sell	192,794 -2,993	-2%	-$183K	0.83%	56
2021 Q3	$11.5M	Sell	195,787 -1,921	-1%	-$107K	0.9%	54
2021 Q2	$11M	Sell	197,708 -582	-0.3%	-$34.2K	0.83%	55
2021 Q1	$11.6M	Sell	198,290 -938	-0.5%	-$51.4K	0.91%	53
2020 Q4	$9.55M	Buy	+199,228	New	+$9.02M	0.85%	53
2016 Q2	–	Sell	-6,200	Closed	-$206K	–	169
2016 Q1	$206K	Hold	6,200	–	–	0.03%	152
2015 Q4	$234K	Hold	6,200	–	–	0.03%	141
2015 Q3	$221K	Buy	+6,200	New	+$239K	0.03%	144
2014 Q2	–	Sell	-9,000	Closed	-$362K	–	176
2014 Q1	$362K	Hold	9,000	–	–	0.05%	123
2013 Q4	$336K	Hold	9,000	–	–	0.05%	137
2013 Q3	$304K	Hold	9,000	–	–	0.06%	123
2013 Q2	$305K	Buy	+9,000	New	+$287K	0.06%	124

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's TFC Position: Q2 2026 in Review

Deroy & Devereaux Private Investment Counsel reduced its Truist Financial (TFC) stake by 2.7% in Q2 2026, selling an estimated $895K and leaving 659,752 shares worth $32.9M. The position accounts for 1.37% of the portfolio, ranked #32.

Deroy & Devereaux Private Investment Counsel first reported a position in TFC in Q2 2013 and has held it in 27 quarters since. The position peaked at $33.5M in Q4 2025. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Deroy & Devereaux Private Investment Counsel held 659,752 shares of Truist Financial worth $32.9M as of Q2 2026.
Deroy & Devereaux Private Investment Counsel sold 18,202 Truist Financial shares in Q2 2026, an estimated $895K.
Truist Financial made up 1.37% of Deroy & Devereaux Private Investment Counsel's portfolio in Q2 2026, its #32 holding.
Deroy & Devereaux Private Investment Counsel first reported a position in Truist Financial in Q2 2013 and has held it in 27 quarters since.
Deroy & Devereaux Private Investment Counsel's Truist Financial position peaked at $33.5M in Q4 2025.
1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.