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Fort Washington Investment Advisors’s Truist Financial TFC Stock Holding History

Fort Washington Investment Advisors’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 		$53.7M Sell
1,077,481
-2,032
-0.2% -$100K 0.27% 99
2026
Q1 		$49.6M Sell
1,079,513
-71,098
-6% -$3.51M 0.27% 92
2025
Q4 		$56.6M Buy
1,150,611
+26,420
+2% +$1.22M 0.3% 80
2025
Q3 		$51.4M Sell
1,124,191
-16,800
-1% -$757K 0.28% 87
2025
Q2 		$49.1M Buy
1,140,991
+18,286
+2% +$715K 0.28% 85
2025
Q1 		$46.2M Buy
1,122,705
+43,822
+4% +$1.95M 0.28% 89
2024
Q4 		$46.8M Sell
1,078,883
-108,817
-9% -$4.86M 0.28% 90
2024
Q3 		$50.8M Sell
1,187,700
-15,971
-1% -$674K 0.31% 83
2024
Q2 		$46.8M Sell
1,203,671
-122,535
-9% -$4.63M 0.3% 83
2024
Q1 		$51.7M Sell
1,326,206
-4,360
-0.3% -$159K 0.33% 79
2023
Q4 		$49.1M Sell
1,330,566
-136,899
-9% -$4.3M 0.34% 78
2023
Q3 		$42M Buy
1,467,465
+11,525
+0.8% +$354K 0.32% 85
2023
Q2 		$44.2M Buy
1,455,940
+3,753
+0.3% +$117K 0.32% 79
2023
Q1 		$49.5M Buy
1,452,187
+679,616
+88% +$29.7M 0.37% 75
2022
Q4 		$33.2M Buy
772,571
+189,154
+32% +$8.3M 0.26% 102
2022
Q3 		$25.4M Buy
583,417
+2,083
+0.4% +$100K 0.21% 112
2022
Q2 		$27.6M Buy
581,334
+16,269
+3% +$802K 0.21% 108
2022
Q1 		$32M Buy
565,065
+3,351
+0.6% +$207K 0.2% 113
2021
Q4 		$32.9M Buy
561,714
+692
+0.1% +$42.3K 0.2% 112
2021
Q3 		$32.9M Buy
561,022
+418,383
+293% +$23.4M 0.21% 108
2021
Q2 		$7.92M Sell
142,639
-60
-0% -$3.52K 0.07% 211
2021
Q1 		$8.32M Sell
142,699
-200
-0.1% -$11K 0.08% 207
2020
Q4 		$6.85M Buy
142,899
+4,080
+3% +$185K 0.07% 212
2020
Q3 		$5.28M Sell
138,819
-6,627
-5% -$250K 0.06% 217
2020
Q2 		$5.46M Buy
145,446
+7,490
+5% +$270K 0.06% 209
2020
Q1 		$4.25M Buy
137,956
+345
+0.3% +$16.3K 0.06% 206
2019
Q4 		$7.75M Buy
137,611
+32,760
+31% +$1.77M 0.08% 200
2019
Q3 		$5.6M Buy
104,851
+33,161
+46% +$1.64M 0.06% 210
2019
Q2 		$3.52M Sell
71,690
-1,601
-2% -$78.4K 0.04% 228
2019
Q1 		$3.41M Sell
73,291
-3,276
-4% -$160K 0.04% 230
2018
Q4 		$3.32M Sell
76,567
-28,719
-27% -$1.38M 0.04% 220
2018
Q3 		$5.11M Buy
105,286
+7,057
+7% +$362K 0.05% 218
2018
Q2 		$4.96M Sell
98,229
-500
-0.5% -$26.6K 0.05% 217
2018
Q1 		$5.14M Sell
98,729
-17,851
-15% -$961K 0.05% 221
2017
Q4 		$5.8M Sell
116,580
-800
-0.7% -$38.6K 0.06% 247
2017
Q3 		$5.51M Hold
117,380
– – 0.09% 130
2017
Q2 		$5.33M Buy
117,380
+500
+0.4% +$21.7K 0.08% 133
2017
Q1 		$5.22M Sell
116,880
-706
-0.6% -$33K 0.08% 131
2016
Q4 		$5.53M Sell
117,586
-700
-0.6% -$29.8K 0.09% 116
2016
Q3 		$4.46M Buy
118,286
+1,492
+1% +$55.6K 0.08% 127
2016
Q2 		$4.16M Hold
116,794
– – 0.08% 143
2016
Q1 		$3.89M Hold
116,794
– – 0.08% 145
2015
Q4 		$4.42M Hold
116,794
– – 0.09% 140
2015
Q3 		$4.16M Buy
116,794
+109,588
+1,521% +$4.23M 0.09% 145
2015
Q2 		$290K Buy
7,206
+506
+8% +$20K 0.01% 384
2015
Q1 		$261K Hold
6,700
– – 0.01% 394
2014
Q4 		$261K Hold
6,700
– – 0.01% 399
2014
Q3 		$249K Hold
6,700
– – 0.01% 407
2014
Q2 		$264K Sell
6,700
-500
-7% -$19.2K 0.01% 408
2014
Q1 		$289K Hold
7,200
– – 0.01% 393
2013
Q4 		$269K Hold
7,200
– – 0.01% 448
2013
Q3 		$243K Sell
7,200
-800
-10% -$27.9K 0.01% 420
2013
Q2 		$271K Buy
+8,000
New +$255K 0.01% 396

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
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
WG
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fort Washington Investment Advisors's TFC Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its Truist Financial (TFC) stake by 0.19% in Q2 2026, selling an estimated $100K and leaving 1,077,481 shares worth $53.7M. The position accounts for 0.27% of the portfolio, ranked #99.

Fort Washington Investment Advisors first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $56.6M in Q4 2025. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Fort Washington Investment Advisors held 1,077,481 shares of Truist Financial worth $53.7M as of Q2 2026.
  • Fort Washington Investment Advisors sold 2,032 Truist Financial shares in Q2 2026, an estimated $100K.
  • Truist Financial made up 0.27% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Fort Washington Investment Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • Fort Washington Investment Advisors's Truist Financial position peaked at $56.6M in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.