Donoghue Forlines
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Donoghue Forlines’s Truist Financial TFC Stock Holding History

Donoghue Forlines’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 		$1.72M Buy
37,187
+2,403
+7% +$122K 0.43% 82
2026
Q2 		$1.73M Sell
34,784
-1,699
-5% -$83.6K 0.45% 82
2026
Q1 		$1.68M Buy
+36,483
New +$1.8M 0.46% 76

Other funds holding TFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Donoghue Forlines's TFC Position: Q3 2026 in Review

Donoghue Forlines increased its Truist Financial (TFC) stake by 6.9% in Q3 2026, buying an estimated $122K and bringing the position to 37,187 shares worth $1.72M. The position accounts for 0.43% of the portfolio, ranked #82.

Donoghue Forlines first reported a position in TFC in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.73M in Q2 2026. 935 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Donoghue Forlines held 37,187 shares of Truist Financial worth $1.72M as of Q3 2026.
  • Donoghue Forlines bought 2,403 Truist Financial shares in Q3 2026, an estimated $122K.
  • Truist Financial made up 0.43% of Donoghue Forlines's portfolio in Q3 2026, its #82 holding.
  • Donoghue Forlines first reported a position in Truist Financial in Q1 2026 and has held it in 3 quarters since.
  • Donoghue Forlines's Truist Financial position peaked at $1.73M in Q2 2026.
  • 935 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.