Hardy Reed’s Truist Financial TFC Stock Holding History

Hardy Reed’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	$455K	Buy	9,829 +85	+0.9%	+$4.32K	0.03%	172
2026 Q2	$485K	Hold	9,744	–	–	0.03%	155
2026 Q1	$448K	Sell	9,744 -293	-3%	-$14.5K	0.03%	152
2025 Q4	$494K	Sell	10,037 -134	-1%	-$6.17K	0.04%	138
2025 Q3	$465K	Buy	10,171 +130	+1%	+$5.86K	0.03%	146
2025 Q2	$432K	Buy	10,041 +1,520	+18%	+$59.5K	0.03%	147
2025 Q1	$351K	Sell	8,521 -221	-3%	-$9.8K	0.03%	169
2024 Q4	$379K	Buy	8,742 +2,980	+52%	+$133K	0.03%	155
2024 Q3	$246K	Buy	+5,762	New	+$243K	0.02%	215

Other funds holding TFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hardy Reed's TFC Position: Q3 2026 in Review

Hardy Reed increased its Truist Financial (TFC) stake by 0.87% in Q3 2026, buying an estimated $4.32K and bringing the position to 9,829 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #172.

Hardy Reed first reported a position in TFC in Q3 2024 and has held it in 9 quarters since. The position peaked at $494K in Q4 2025. 939 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Hardy Reed held 9,829 shares of Truist Financial worth $455K as of Q3 2026.
Hardy Reed bought 85 Truist Financial shares in Q3 2026, an estimated $4.32K.
Truist Financial made up 0.03% of Hardy Reed's portfolio in Q3 2026, its #172 holding.
Hardy Reed first reported a position in Truist Financial in Q3 2024 and has held it in 9 quarters since.
Hardy Reed's Truist Financial position peaked at $494K in Q4 2025.
939 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.