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 Q2	$503K	Buy	10,088 +2,053	+26%	+$101K	0.11%	100
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 $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Duncan Williams Asset Management's TFC Position: Q2 2026 in Review

Duncan Williams Asset Management increased its Truist Financial (TFC) stake by 26% in Q2 2026, buying an estimated $101K and bringing the position to 10,088 shares worth $503K. The position accounts for 0.11% of the portfolio, ranked #100.

Duncan Williams Asset Management first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $706K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Duncan Williams Asset Management held 10,088 shares of Truist Financial worth $503K as of Q2 2026.
Duncan Williams Asset Management bought 2,053 Truist Financial shares in Q2 2026, an estimated $101K.
Truist Financial made up 0.11% of Duncan Williams Asset Management's portfolio in Q2 2026, its #100 holding.
Duncan Williams Asset Management first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
Duncan Williams Asset Management's Truist Financial position peaked at $706K in Q4 2025.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.