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Greatmark Investment Partners’s Truist Financial TFC Stock Holding History

Greatmark Investment Partners’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 		$457K Sell
9,175
-184
-2% -$9.05K 0.05% 114
2026
Q1 		$430K Buy
9,359
+19
+0.2% +$939 0.05% 107
2025
Q4 		$460K Buy
9,340
+20
+0.2% +$921 0.05% 105
2025
Q3 		$426K Buy
9,320
+21
+0.2% +$947 0.05% 102
2025
Q2 		$400K Buy
9,299
+423
+5% +$16.6K 0.05% 104
2025
Q1 		$365K Buy
8,876
+1,874
+27% +$83.5K 0.05% 105
2024
Q4 		$304K Buy
7,002
+1,324
+23% +$59.1K 0.04% 119
2024
Q3 		$243K Buy
5,678
+20
+0.4% +$845 0.03% 122
2024
Q2 		$220K Buy
+5,658
New +$214K 0.03% 121
2022
Q1 		– Sell
-3,596
Closed -$211K – 139
2021
Q4 		$211K Buy
3,596
+12
+0.3% +$733 0.04% 129
2021
Q3 		$210K Buy
+3,584
New +$200K 0.04% 132
2021
Q2 		– Sell
-3,561
Closed -$208K – 140
2021
Q1 		$208K Buy
+3,561
New +$195K 0.04% 130

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Greatmark Investment Partners's TFC Position: Q2 2026 in Review

Greatmark Investment Partners reduced its Truist Financial (TFC) stake by 2% in Q2 2026, selling an estimated $9.05K and leaving 9,175 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #114.

Greatmark Investment Partners first reported a position in TFC in Q1 2021 and has held it in 12 quarters since. The position peaked at $460K in Q4 2025. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Greatmark Investment Partners held 9,175 shares of Truist Financial worth $457K as of Q2 2026.
  • Greatmark Investment Partners sold 184 Truist Financial shares in Q2 2026, an estimated $9.05K.
  • Truist Financial made up 0.05% of Greatmark Investment Partners's portfolio in Q2 2026, its #114 holding.
  • Greatmark Investment Partners first reported a position in Truist Financial in Q1 2021 and has held it in 12 quarters since.
  • Greatmark Investment Partners's Truist Financial position peaked at $460K in Q4 2025.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.