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GAMMA Investing’s Truist Financial TFC Stock Holding History

GAMMA Investing’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 		$2.36M Buy
50,900
+1,152
+2% +$58.5K 0.08% 189
2026
Q2 		$2.48M Buy
49,748
+3,449
+7% +$170K 0.09% 166
2026
Q1 		$2.13M Buy
46,299
+11,537
+33% +$570K 0.1% 177
2025
Q4 		$1.71M Buy
34,762
+2,589
+8% +$119K 0.09% 193
2025
Q3 		$1.47M Buy
32,173
+2,918
+10% +$132K 0.08% 203
2025
Q2 		$1.26M Buy
29,255
+1,154
+4% +$45.2K 0.08% 224
2025
Q1 		$1.16M Buy
28,101
+2,061
+8% +$91.8K 0.09% 217
2024
Q4 		$1.13M Buy
26,040
+1,732
+7% +$77.3K 0.1% 185
2024
Q3 		$1.04M Buy
24,308
+5,572
+30% +$235K 0.1% 181
2024
Q2 		$728K Buy
18,736
+10,403
+125% +$393K 0.1% 183
2024
Q1 		$325K Buy
8,333
+1,005
+14% +$36.8K 0.07% 277
2023
Q4 		$272K Buy
+7,328
New +$230K 0.07% 247

Other funds holding TFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing's TFC Position: Q3 2026 in Review

GAMMA Investing increased its Truist Financial (TFC) stake by 2.3% in Q3 2026, buying an estimated $58.5K and bringing the position to 50,900 shares worth $2.36M. The position accounts for 0.08% of the portfolio, ranked #189.

GAMMA Investing first reported a position in TFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.48M in Q2 2026. 74 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • GAMMA Investing held 50,900 shares of Truist Financial worth $2.36M as of Q3 2026.
  • GAMMA Investing bought 1,152 Truist Financial shares in Q3 2026, an estimated $58.5K.
  • Truist Financial made up 0.08% of GAMMA Investing's portfolio in Q3 2026, its #189 holding.
  • GAMMA Investing first reported a position in Truist Financial in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Truist Financial position peaked at $2.48M in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.