Fiduciary Alliance
TFC icon

Fiduciary Alliance’s Truist Financial TFC Stock Holding History

Fiduciary Alliance’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 		$749K Sell
16,183
-55,053
-77% -$2.8M 0.06% 263
2026
Q2 		$3.55M Sell
71,236
-1,036
-1% -$51K 0.24% 111
2026
Q1 		$3.58M Sell
72,272
-7,372
-9% -$364K 0.22% 117
2025
Q4 		$3.92M Sell
79,644
-6,837
-8% -$315K 0.26% 93
2025
Q3 		$3.95M Sell
86,481
-5,888
-6% -$265K 0.26% 90
2025
Q2 		$3.97M Sell
92,369
-6,185
-6% -$242K 0.3% 81
2025
Q1 		$4.06M Buy
98,554
+936
+1% +$41.7K 0.4% 66
2024
Q4 		$4.23M Buy
97,618
+7,597
+8% +$339K 0.43% 61
2024
Q3 		$3.85M Buy
90,021
+6,594
+8% +$278K 0.51% 55
2024
Q2 		$3.3M Sell
83,427
-223
-0.3% -$8.42K 0.54% 53
2024
Q1 		$3.21M Sell
83,650
-803
-1% -$29.4K 0.57% 51
2023
Q4 		$3.12M Sell
84,453
-705
-0.8% -$22.1K 0.61% 46
2023
Q3 		$2.44M Sell
85,158
-155
-0.2% -$4.77K 0.56% 47
2023
Q2 		$2.59M Sell
85,313
-2,275
-3% -$70.7K 0.56% 47
2023
Q1 		$2.99M Sell
87,588
-115
-0.1% -$5.02K 0.75% 40
2022
Q4 		$3.77M Buy
+87,703
New +$3.85M 0.98% 35

Other funds holding TFC

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Fiduciary Alliance's TFC Position: Q3 2026 in Review

Fiduciary Alliance reduced its Truist Financial (TFC) stake by 77% in Q3 2026, selling an estimated $2.8M and leaving 16,183 shares worth $749K. The position accounts for 0.06% of the portfolio, ranked #263.

Fiduciary Alliance first reported a position in TFC in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.23M in Q4 2024. 448 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Fiduciary Alliance held 16,183 shares of Truist Financial worth $749K as of Q3 2026.
  • Fiduciary Alliance sold 55,053 Truist Financial shares in Q3 2026, an estimated $2.8M.
  • Truist Financial made up 0.06% of Fiduciary Alliance's portfolio in Q3 2026, its #263 holding.
  • Fiduciary Alliance first reported a position in Truist Financial in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's Truist Financial position peaked at $4.23M in Q4 2024.
  • 448 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.