Hartford Financial Management’s Truist Financial TFC Stock Holding History

Hartford Financial 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 Q2	$22.4K	Hold	449	–	–	0.01%	244
2026 Q1	$20.6K	Hold	449	–	–	0.01%	239
2025 Q4	$22.1K	Hold	449	–	–	0.01%	234
2025 Q3	$20.5K	Sell	449 -3,000	-87%	-$135K	0.01%	239
2025 Q2	$148K	Hold	3,449	–	–	0.04%	142
2025 Q1	$142K	Hold	3,449	–	–	0.03%	164
2024 Q4	$150K	Sell	3,449 -950	-22%	-$42.4K	0.03%	160
2024 Q3	$188K	Hold	4,399	–	–	0.04%	157
2024 Q2	$171K	Hold	4,399	–	–	0.04%	159
2024 Q1	$171K	Hold	4,399	–	–	0.04%	155
2023 Q4	$162K	Sell	4,399 -156	-3%	-$4.9K	0.04%	161
2023 Q3	$130K	Sell	4,555 -913	-17%	-$28.1K	0.03%	169
2023 Q2	$166K	Hold	5,468	–	–	0.04%	165
2023 Q1	$186K	Sell	5,468 -81	-1%	-$3.54K	0.05%	154
2022 Q4	$239K	Hold	5,549	–	–	0.06%	149
2022 Q3	$242K	Hold	5,549	–	–	0.07%	147
2022 Q2	$263K	Hold	5,549	–	–	0.07%	141
2022 Q1	$315K	Hold	5,549	–	–	0.08%	136
2021 Q4	$325K	Sell	5,549 -84	-1%	-$5.13K	0.08%	137
2021 Q3	$330K	Buy	5,633 +84	+2%	+$4.69K	0.08%	136
2021 Q2	$308K	Hold	5,549	–	–	0.08%	137
2021 Q1	$324K	Hold	5,549	–	–	0.08%	133
2020 Q4	$266K	Hold	5,549	–	–	0.07%	141
2020 Q3	$211K	Hold	5,549	–	–	0.06%	142
2020 Q2	$208K	Sell	5,549 -716	-11%	-$25.8K	0.07%	144
2020 Q1	$193K	Hold	6,265	–	–	0.08%	138
2019 Q4	$353K	Buy	6,265 +647	+12%	+$35K	0.11%	126
2019 Q3	$300K	Hold	5,618	–	–	0.1%	130
2019 Q2	$276K	Sell	5,618 -55	-1%	-$2.69K	0.09%	134
2019 Q1	$264K	Hold	5,673	–	–	0.09%	135
2018 Q4	$246K	Hold	5,673	–	–	0.09%	137
2018 Q3	$275K	Hold	5,673	–	–	0.09%	143
2018 Q2	$286K	Hold	5,673	–	–	0.1%	142
2018 Q1	$295K	Hold	5,673	–	–	0.15%	103
2017 Q4	$282K	Hold	5,673	–	–	0.14%	111
2017 Q3	$266K	Hold	5,673	–	–	0.14%	113
2017 Q2	$257K	Hold	5,673	–	–	0.12%	120
2017 Q1	$253K	Sell	5,673 -1,000	-15%	-$46.7K	0.15%	109
2016 Q4	$314K	Buy	6,673 +3,000	+82%	+$128K	0.19%	93
2016 Q3	$138K	Sell	3,673 -1,100	-23%	-$41K	0.08%	131
2016 Q2	$169K	Buy	4,773 +573	+14%	+$20K	0.1%	120
2016 Q1	$139K	Hold	4,200	–	–	0.09%	122
2015 Q4	$158K	Hold	4,200	–	–	0.1%	119
2015 Q3	$149K	Hold	4,200	–	–	0.1%	118
2015 Q2	$169K	Buy	+4,200	New	+$166K	0.1%	115
2015 Q1	–	Sell	-4,200	Closed	-$163K	–	204
2014 Q4	$163K	Hold	4,200	–	–	0.1%	111
2014 Q3	$156K	Buy	4,200 +500	+14%	+$18.9K	0.09%	118
2014 Q2	$145K	Buy	3,700 +500	+16%	+$19.2K	0.09%	118
2014 Q1	$128K	Hold	3,200	–	–	0.08%	119
2013 Q4	$119K	Hold	3,200	–	–	0.08%	123
2013 Q3	$108K	Hold	3,200	–	–	0.07%	133
2013 Q2	$108K	Buy	+3,200	New	+$102K	0.07%	127

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Hartford Financial Management's TFC Position: Q2 2026 in Review

Hartford Financial Management held its Truist Financial (TFC) position steady in Q2 2026 at 449 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #244.

Hartford Financial Management first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $353K in Q4 2019. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Hartford Financial Management held 449 shares of Truist Financial worth $22.4K as of Q2 2026.
Hartford Financial Management left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.01% of Hartford Financial Management's portfolio in Q2 2026, its #244 holding.
Hartford Financial Management first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
Hartford Financial Management's Truist Financial position peaked at $353K in Q4 2019.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.