Fourpath Capital Management
TFC icon

Fourpath Capital Management’s Truist Financial TFC Stock Holding History

Fourpath Capital Management’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 		$445K Sell
9,606
-119
-1% -$6.05K 0.06% 161
2026
Q2 		$484K Sell
9,725
-9,564
-50% -$470K 0.06% 168
2026
Q1 		$887K Sell
19,289
-72
-0.4% -$3.56K 0.13% 111
2025
Q4 		$953K Sell
19,361
-230
-1% -$10.6K 0.13% 106
2025
Q3 		$896K Buy
19,591
+3,876
+25% +$175K 0.13% 109
2025
Q2 		$676K Sell
15,715
-527
-3% -$20.6K 0.11% 118
2025
Q1 		$668K Sell
16,242
-19
-0.1% -$846 0.12% 111
2024
Q4 		$705K Sell
16,261
-478
-3% -$21.3K 0.13% 108
2024
Q3 		$716K Buy
16,739
+642
+4% +$27.1K 0.13% 111
2024
Q2 		$625K Sell
16,097
-615
-4% -$23.2K 0.46% 53
2024
Q1 		$651K Sell
16,712
-337
-2% -$12.3K 0.45% 53
2023
Q4 		$629K Sell
17,049
-872
-5% -$27.4K 0.43% 49
2023
Q3 		$513K Sell
17,921
-26
-0.1% -$800 0.38% 62
2023
Q2 		$545K Sell
17,947
-236
-1% -$7.33K 0.66% 47
2023
Q1 		$620K Buy
18,183
+3,789
+26% +$165K 0.43% 58
2022
Q4 		$619K Hold
14,394
– – 0.45% 58
2022
Q3 		$627K Hold
14,394
– – 0.43% 55
2022
Q2 		$683K Buy
14,394
+5,856
+69% +$289K 0.42% 55
2022
Q1 		$484K Hold
8,538
– – 0.19% 88
2021
Q4 		$500K Buy
+8,538
New +$522K 0.19% 90

Other funds holding TFC

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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fourpath Capital Management's TFC Position: Q3 2026 in Review

Fourpath Capital Management reduced its Truist Financial (TFC) stake by 1.2% in Q3 2026, selling an estimated $6.05K and leaving 9,606 shares worth $445K. The position accounts for 0.06% of the portfolio, ranked #161.

Fourpath Capital Management first reported a position in TFC in Q4 2021 and has held it in 20 quarters since. The position peaked at $953K in Q4 2025. 363 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Fourpath Capital Management held 9,606 shares of Truist Financial worth $445K as of Q3 2026.
  • Fourpath Capital Management sold 119 Truist Financial shares in Q3 2026, an estimated $6.05K.
  • Truist Financial made up 0.06% of Fourpath Capital Management's portfolio in Q3 2026, its #161 holding.
  • Fourpath Capital Management first reported a position in Truist Financial in Q4 2021 and has held it in 20 quarters since.
  • Fourpath Capital Management's Truist Financial position peaked at $953K in Q4 2025.
  • 363 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.