Duncan Williams Asset Management’s Truist Financial TFC Stock Holding History

Duncan Williams 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 Q1	$369K	Sell	8,035 -4,768	-37%	-$236K	0.1%	110
2025 Q4	$706K	Buy	12,803 +30	+0.2%	+$1.38K	0.18%	80
2025 Q3	$584K	Sell	12,773 -235	-2%	-$10.6K	0.16%	93
2025 Q2	$559K	Buy	13,008 +132	+1%	+$5.17K	0.18%	86
2025 Q1	$530K	Sell	12,876 -477	-4%	-$21.3K	0.19%	81
2024 Q4	$579K	Sell	13,353 -1,197	-8%	-$53.4K	0.23%	78
2024 Q3	$622K	Buy	14,550 +6,508	+81%	+$275K	0.34%	55
2024 Q2	$312K	Buy	8,042 +2,200	+38%	+$83.1K	0.26%	54
2024 Q1	$228K	Buy	+5,842	New	+$214K	0.21%	66

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Duncan Williams Asset Management's TFC Position: Q1 2026 in Review

Duncan Williams Asset Management reduced its Truist Financial (TFC) stake by 37% in Q1 2026, selling an estimated $236K and leaving 8,035 shares worth $369K. The position accounts for 0.1% of the portfolio, ranked #110.

Duncan Williams Asset Management first reported a position in TFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $706K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Duncan Williams Asset Management held 8,035 shares of Truist Financial worth $369K as of Q1 2026.
Duncan Williams Asset Management sold 4,768 Truist Financial shares in Q1 2026, an estimated $236K.
Truist Financial made up 0.1% of Duncan Williams Asset Management's portfolio in Q1 2026, its #110 holding.
Duncan Williams Asset Management first reported a position in Truist Financial in Q1 2024 and has held it in 9 quarters since.
Duncan Williams Asset Management's Truist Financial position peaked at $706K in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.