Greenleaf Trust’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.86M | Buy |
40,466
+1,328
| +3% | +$65.6K | 0.02% | 212 |
|
|
2025
Q4 | $1.93M | Buy |
39,138
+25,964
| +197% | +$1.2M | 0.02% | 211 |
|
|
2025
Q3 | $602K | Buy |
13,174
+127
| +1% | +$5.73K | 0.01% | 456 |
|
|
2025
Q2 | $561K | Sell |
13,047
-2,350
| -15% | -$91.9K | 0.01% | 459 |
|
|
2025
Q1 | $634K | Buy |
15,397
+1,698
| +12% | +$75.6K | 0.01% | 437 |
|
|
2024
Q4 | $594K | Buy |
13,699
+600
| +5% | +$26.8K | 0.01% | 467 |
|
|
2024
Q3 | $560K | Buy |
13,099
+795
| +6% | +$33.6K | 0.01% | 487 |
|
|
2024
Q2 | $478K | Buy |
12,304
+809
| +7% | +$30.6K | ﹤0.01% | 486 |
|
|
2024
Q1 | $448K | Sell |
11,495
-2,700
| -19% | -$98.8K | ﹤0.01% | 505 |
|
|
2023
Q4 | $524K | Buy |
14,195
+838
| +6% | +$26.3K | 0.01% | 444 |
|
|
2023
Q3 | $382K | Buy |
13,357
+536
| +4% | +$16.5K | ﹤0.01% | 518 |
|
|
2023
Q2 | $389K | Sell |
12,821
-3,845
| -23% | -$119K | ﹤0.01% | 516 |
|
|
2023
Q1 | $568K | Buy |
16,666
+400
| +2% | +$17.5K | 0.01% | 409 |
|
|
2022
Q4 | $700K | Buy |
16,266
+2,158
| +15% | +$94.7K | 0.01% | 350 |
|
|
2022
Q3 | $614K | Sell |
14,108
-3,277
| -19% | -$158K | 0.01% | 348 |
|
|
2022
Q2 | $825K | Buy |
17,385
+1,285
| +8% | +$63.4K | 0.01% | 267 |
|
|
2022
Q1 | $913K | Buy |
16,100
+538
| +3% | +$33.2K | 0.01% | 269 |
|
|
2021
Q4 | $911K | Buy |
15,562
+1,028
| +7% | +$62.8K | 0.01% | 268 |
|
|
2021
Q3 | $852K | Buy |
14,534
+1,225
| +9% | +$68.5K | 0.01% | 255 |
|
|
2021
Q2 | $739K | Buy |
13,309
+487
| +4% | +$28.6K | 0.01% | 297 |
|
|
2021
Q1 | $748K | Buy |
12,822
+2,659
| +26% | +$146K | 0.01% | 268 |
|
|
2020
Q4 | $487K | Buy |
10,163
+1,063
| +12% | +$48.1K | 0.01% | 347 |
|
|
2020
Q3 | $346K | Buy |
9,100
+673
| +8% | +$25.4K | 0.01% | 375 |
|
|
2020
Q2 | $316K | Buy |
+8,427
| New | +$304K | 0.01% | 386 |
|
|
2020
Q1 | – | Sell |
-10,387
| Closed | -$585K | – | 592 |
|
|
2019
Q4 | $585K | Buy |
10,387
+5,737
| +123% | +$311K | 0.01% | 260 |
|
|
2019
Q3 | $248K | Buy |
4,650
+281
| +6% | +$13.9K | ﹤0.01% | 458 |
|
|
2019
Q2 | $215K | Buy |
+4,369
| New | +$214K | ﹤0.01% | 493 |
|
|
2019
Q1 | – | Sell |
-5,022
| Closed | -$218K | – | 553 |
|
|
2018
Q4 | $218K | Buy |
+5,022
| New | +$241K | ﹤0.01% | 433 |
|
|
2018
Q3 | – | Sell |
-4,753
| Closed | -$240K | – | 557 |
|
|
2018
Q2 | $240K | Buy |
+4,753
| New | +$253K | ﹤0.01% | 432 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$25K | – | 645 |
|
|
2017
Q4 | $25K | Hold |
500
| – | – | ﹤0.01% | 557 |
|
|
2017
Q3 | $23K | Buy |
+500
| New | +$23K | ﹤0.01% | 555 |
|
Other funds holding TFC
VCM
VPM
Greenleaf Trust's TFC Position: Q1 2026 in Review
Greenleaf Trust increased its Truist Financial (TFC) stake by 3.4% in Q1 2026, buying an estimated $65.6K and bringing the position to 40,466 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #212.
Greenleaf Trust first reported a position in TFC in Q3 2017 and has held it in 31 quarters since. The position peaked at $1.93M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Greenleaf Trust held 40,466 shares of Truist Financial worth $1.86M as of Q1 2026.
- Greenleaf Trust bought 1,328 Truist Financial shares in Q1 2026, an estimated $65.6K.
- Truist Financial made up 0.02% of Greenleaf Trust's portfolio in Q1 2026, its #212 holding.
- Greenleaf Trust first reported a position in Truist Financial in Q3 2017 and has held it in 31 quarters since.
- Greenleaf Trust's Truist Financial position peaked at $1.93M in Q4 2025.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.