Disciplined Equity Management’s Truist Financial TFC Stock Holding History

Disciplined Equity 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 Q3	$2.34M	Hold	50,510	–	–	1.03%	11
2026 Q2	$2.52M	Sell	50,510 -90	-0.2%	-$4.43K	1.11%	9
2026 Q1	$2.33M	Sell	50,600 -2,850	-5%	-$141K	1.17%	11
2025 Q4	$2.63M	Sell	53,450 -580	-1%	-$26.7K	1.36%	7
2025 Q3	$2.47M	Sell	54,030 -1,150	-2%	-$51.8K	1.34%	8
2025 Q2	$2.37M	Buy	55,180 +8,170	+17%	+$320K	1.39%	8
2025 Q1	$1.93M	Sell	47,010 -1,610	-3%	-$71.7K	1.35%	10
2024 Q4	$2.11M	Hold	48,620	–	–	1.37%	8
2024 Q3	$2.08M	Sell	48,620 -2,670	-5%	-$113K	1.31%	10
2024 Q2	$1.99M	Hold	51,290	–	–	1.31%	10
2024 Q1	$2M	Buy	+51,290	New	+$1.88M	1.33%	8

Other funds holding TFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Disciplined Equity Management's TFC Position: Q3 2026 in Review

Disciplined Equity Management held its Truist Financial (TFC) position steady in Q3 2026 at 50,510 shares worth $2.34M. The position accounts for 1.03% of the portfolio, ranked #11.

Disciplined Equity Management first reported a position in TFC in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.63M in Q4 2025. 1,004 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Disciplined Equity Management held 50,510 shares of Truist Financial worth $2.34M as of Q3 2026.
Disciplined Equity Management left its Truist Financial share count unchanged in Q3 2026.
Truist Financial made up 1.03% of Disciplined Equity Management's portfolio in Q3 2026, its #11 holding.
Disciplined Equity Management first reported a position in Truist Financial in Q1 2024 and has held it in 11 quarters since.
Disciplined Equity Management's Truist Financial position peaked at $2.63M in Q4 2025.
1,004 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Disciplined Equity Management's 13F filing for Q3 2026, filed 14 Oct 2026.