Empirical Wealth Management’s Truist Financial TFC Stock Holding History

Empirical Wealth 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	$249K	Sell	4,994 -459	-8%	-$22.6K	﹤0.01%	939
2026 Q1	$251K	Buy	+5,453	New	+$269K	﹤0.01%	866
2022 Q2	–	Sell	-4,113	Closed	-$233K	–	527
2022 Q1	$233K	Buy	4,113 +569	+16%	+$35.1K	0.01%	443
2021 Q4	$208K	Buy	+3,544	New	+$217K	0.01%	494
2018 Q4	–	Sell	-8,391	Closed	-$407K	–	229
2018 Q3	$407K	Buy	+8,391	New	+$431K	0.07%	136

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

Empirical Wealth Management's TFC Position: Q2 2026 in Review

Empirical Wealth Management reduced its Truist Financial (TFC) stake by 8.4% in Q2 2026, selling an estimated $22.6K and leaving 4,994 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Empirical Wealth Management first reported a position in TFC in Q3 2018 and has held it in 5 quarters since. The position peaked at $407K in Q3 2018. 668 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Empirical Wealth Management held 4,994 shares of Truist Financial worth $249K as of Q2 2026.
Empirical Wealth Management sold 459 Truist Financial shares in Q2 2026, an estimated $22.6K.
Truist Financial made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #939 holding.
Empirical Wealth Management first reported a position in Truist Financial in Q3 2018 and has held it in 5 quarters since.
Empirical Wealth Management's Truist Financial position peaked at $407K in Q3 2018.
668 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.