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 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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Disciplined Equity Management's TFC Position: Q2 2026 in Review

Disciplined Equity Management reduced its Truist Financial (TFC) stake by 0.18% in Q2 2026, selling an estimated $4.43K and leaving 50,510 shares worth $2.52M. The position accounts for 1.11% of the portfolio, ranked #9.

Disciplined Equity Management first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.63M in Q4 2025. 700 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Disciplined Equity Management held 50,510 shares of Truist Financial worth $2.52M as of Q2 2026.
Disciplined Equity Management sold 90 Truist Financial shares in Q2 2026, an estimated $4.43K.
Truist Financial made up 1.11% of Disciplined Equity Management's portfolio in Q2 2026, its #9 holding.
Disciplined Equity Management first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
Disciplined Equity Management's Truist Financial position peaked at $2.63M in Q4 2025.
700 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.