GW
TFC icon

Griffith & Werner’s Truist Financial TFC Stock Holding History

Griffith & Werner’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 		$7.39M Buy
148,409
+8,657
+6% +$426K 3.46% 9
2026
Q1 		$6.42M Buy
139,752
+7,223
+5% +$357K 3.18% 10
2025
Q4 		$6.52M Buy
132,529
+1,084
+0.8% +$49.9K 3.32% 10
2025
Q3 		$5.93M Buy
+131,445
New +$5.93M 3.07% 13
2025
Q1 		$4.92M Buy
119,622
+15,949
+15% +$711K 3.06% 14
2024
Q4 		$4.5M Buy
+103,673
New +$4.63M 2.97% 12

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

Griffith & Werner's TFC Position: Q2 2026 in Review

Griffith & Werner increased its Truist Financial (TFC) stake by 6.2% in Q2 2026, buying an estimated $426K and bringing the position to 148,409 shares worth $7.39M. The position accounts for 3.46% of the portfolio, ranked #9.

Griffith & Werner first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Griffith & Werner held 148,409 shares of Truist Financial worth $7.39M as of Q2 2026.
  • Griffith & Werner bought 8,657 Truist Financial shares in Q2 2026, an estimated $426K.
  • Truist Financial made up 3.46% of Griffith & Werner's portfolio in Q2 2026, its #9 holding.
  • Griffith & Werner first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.