Essential Partners
TFC icon

Essential Partners’s Truist Financial TFC Stock Holding History

Essential Partners’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 		$155K Hold
3,358
– – 0.07% 311
2026
Q2 		$167K Buy
3,358
+1,416
+73% +$69.7K 0.08% 283
2026
Q1 		$89.3K Sell
1,942
-63
-3% -$3.11K 0.03% 450
2025
Q4 		$98.7K Sell
2,005
-194
-9% -$8.94K 0.03% 447
2025
Q3 		$101K Buy
2,199
+331
+18% +$14.9K 0.03% 430
2025
Q2 		$80.3K Buy
+1,868
New +$73.1K 0.03% 383

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Douglas Lane & Associates
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DePrince Race & Zollo Inc (DRZ)
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Wealth Enhancement Advisory Services
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Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Davenport & Co
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Cantor Fitzgerald Investment Advisors
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AssetMark Inc
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Essential Partners's TFC Position: Q3 2026 in Review

Essential Partners held its Truist Financial (TFC) position steady in Q3 2026 at 3,358 shares worth $155K. The position accounts for 0.07% of the portfolio, ranked #311.

Essential Partners first reported a position in TFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $167K in Q2 2026. 363 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Essential Partners held 3,358 shares of Truist Financial worth $155K as of Q3 2026.
  • Essential Partners left its Truist Financial share count unchanged in Q3 2026.
  • Truist Financial made up 0.07% of Essential Partners's portfolio in Q3 2026, its #311 holding.
  • Essential Partners first reported a position in Truist Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Truist Financial position peaked at $167K in Q2 2026.
  • 363 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.