GWM
TFC icon

Gilpin Wealth Management’s Truist Financial TFC Stock Holding History

Gilpin Wealth 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 		$154K Hold
3,328
– – 0.1% 156
2026
Q2 		$166K Hold
3,328
– – 0.11% 146
2026
Q1 		$153K Hold
3,328
– – 0.12% 136
2025
Q4 		$164K Buy
+3,328
New +$153K 0.13% 131

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

Gilpin Wealth Management's TFC Position: Q3 2026 in Review

Gilpin Wealth Management held its Truist Financial (TFC) position steady in Q3 2026 at 3,328 shares worth $154K. The position accounts for 0.1% of the portfolio, ranked #156.

Gilpin Wealth Management first reported a position in TFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $166K in Q2 2026. 74 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Gilpin Wealth Management held 3,328 shares of Truist Financial worth $154K as of Q3 2026.
  • Gilpin Wealth Management left its Truist Financial share count unchanged in Q3 2026.
  • Truist Financial made up 0.1% of Gilpin Wealth Management's portfolio in Q3 2026, its #156 holding.
  • Gilpin Wealth Management first reported a position in Truist Financial in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Truist Financial position peaked at $166K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.