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 Q3	$246K	Buy	5,309 +315	+6%	+$16K	﹤0.01%	1023
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

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Empirical Wealth Management's TFC Position: Q3 2026 in Review

Empirical Wealth Management increased its Truist Financial (TFC) stake by 6.3% in Q3 2026, buying an estimated $16K and bringing the position to 5,309 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Empirical Wealth Management first reported a position in TFC in Q3 2018 and has held it in 6 quarters since. The position peaked at $407K in Q3 2018. 1,265 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Empirical Wealth Management held 5,309 shares of Truist Financial worth $246K as of Q3 2026.
Empirical Wealth Management bought 315 Truist Financial shares in Q3 2026, an estimated $16K.
Truist Financial made up ﹤0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #1023 holding.
Empirical Wealth Management first reported a position in Truist Financial in Q3 2018 and has held it in 6 quarters since.
Empirical Wealth Management's Truist Financial position peaked at $407K in Q3 2018.
1,265 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.