Fee-Only Financial Planning
TFC icon

Fee-Only Financial Planning’s Truist Financial TFC Stock Holding History

Fee-Only Financial Planning’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 		$646K Sell
13,951
-317
-2% -$16.1K 0.35% 22
2026
Q2 		$711K Buy
14,268
+762
+6% +$37.5K 0.38% 21
2026
Q1 		$621K Hold
13,506
– – 0.37% 24
2025
Q4 		$665K Hold
13,506
– – 0.39% 21
2025
Q3 		$617K Sell
13,506
-1,865
-12% -$84.1K 0.36% 24
2025
Q2 		$661K Buy
15,371
+330
+2% +$12.9K 0.41% 20
2025
Q1 		$619K Sell
15,041
-845
-5% -$37.6K 0.42% 22
2024
Q4 		$689K Sell
15,886
-1,260
-7% -$56.2K 0.45% 19
2024
Q3 		$733K Sell
17,146
-2,736
-14% -$116K 0.47% 20
2024
Q2 		$772K Sell
19,882
-132
-0.7% -$4.99K 0.52% 20
2024
Q1 		$780K Hold
20,014
– – 0.53% 18
2023
Q4 		$739K Hold
20,014
– – 0.53% 20
2023
Q3 		$573K Hold
20,014
– – 0.46% 22
2023
Q2 		$607K Hold
20,014
– – 0.46% 23
2023
Q1 		$682K Hold
20,014
– – 0.55% 21
2022
Q4 		$861K Buy
+20,014
New +$878K 0.72% 18

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fee-Only Financial Planning's TFC Position: Q3 2026 in Review

Fee-Only Financial Planning reduced its Truist Financial (TFC) stake by 2.2% in Q3 2026, selling an estimated $16.1K and leaving 13,951 shares worth $646K. The position accounts for 0.35% of the portfolio, ranked #22.

Fee-Only Financial Planning first reported a position in TFC in Q4 2022 and has held it in 16 quarters since. The position peaked at $861K in Q4 2022. 652 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Fee-Only Financial Planning held 13,951 shares of Truist Financial worth $646K as of Q3 2026.
  • Fee-Only Financial Planning sold 317 Truist Financial shares in Q3 2026, an estimated $16.1K.
  • Truist Financial made up 0.35% of Fee-Only Financial Planning's portfolio in Q3 2026, its #22 holding.
  • Fee-Only Financial Planning first reported a position in Truist Financial in Q4 2022 and has held it in 16 quarters since.
  • Fee-Only Financial Planning's Truist Financial position peaked at $861K in Q4 2022.
  • 652 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.