First United Bank & Trust’s Truist Financial TFC Stock Holding History

First United Bank & Trust’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	$590K	Hold	11,843	–	–	0.17%	99
2026 Q1	$544K	Sell	11,843 -1,000	-8%	-$49.4K	0.18%	98
2025 Q4	$632K	Buy	12,843 +5,206	+68%	+$240K	0.2%	96
2025 Q3	$349K	Hold	7,637	–	–	0.11%	121
2025 Q2	$328K	Sell	7,637 -59	-0.8%	-$2.31K	0.11%	122
2025 Q1	$317K	Buy	7,696 +4,858	+171%	+$216K	0.12%	119
2024 Q4	$123K	Hold	2,838	–	–	0.04%	164
2024 Q3	$121K	Hold	2,838	–	–	0.04%	171
2024 Q2	$110K	Hold	2,838	–	–	0.04%	175
2024 Q1	$111K	Buy	2,838 +1,309	+86%	+$47.9K	0.04%	184
2023 Q4	$56.5K	Buy	+1,529	New	+$48K	0.02%	226
2022 Q2	–	Sell	-3,787	Closed	-$215K	–	165
2022 Q1	$215K	Sell	3,787 -205	-5%	-$12.7K	0.08%	156
2021 Q4	$234K	Sell	3,992 -230	-5%	-$14.1K	0.09%	153
2021 Q3	$248K	Buy	4,222 +600	+17%	+$33.5K	0.1%	148
2021 Q2	$201K	Sell	3,622 -382	-10%	-$22.4K	0.08%	160
2021 Q1	$233K	Buy	+4,004	New	+$219K	0.1%	143

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

First United Bank & Trust's TFC Position: Q2 2026 in Review

First United Bank & Trust held its Truist Financial (TFC) position steady in Q2 2026 at 11,843 shares worth $590K. The position accounts for 0.17% of the portfolio, ranked #99.

First United Bank & Trust first reported a position in TFC in Q1 2021 and has held it in 16 quarters since. The position peaked at $632K in Q4 2025. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

First United Bank & Trust held 11,843 shares of Truist Financial worth $590K as of Q2 2026.
First United Bank & Trust left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.17% of First United Bank & Trust's portfolio in Q2 2026, its #99 holding.
First United Bank & Trust first reported a position in Truist Financial in Q1 2021 and has held it in 16 quarters since.
First United Bank & Trust's Truist Financial position peaked at $632K in Q4 2025.
489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.