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Hazlett, Burt & Watson’s Truist Financial TFC Stock Holding History

Hazlett, Burt & Watson’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 		$672K Buy
13,495
+545
+4% +$26.8K 0.18% 133
2026
Q1 		$593K Hold
12,950
– – 0.19% 124
2025
Q4 		$638K Sell
12,950
-798
-6% -$36.8K 0.2% 107
2025
Q3 		$628K Buy
13,748
+1,253
+10% +$56.5K 0.22% 104
2025
Q2 		$537K Sell
12,495
-113
-0.9% -$4.42K 0.22% 105
2025
Q1 		$520K Buy
12,608
+1,077
+9% +$48K 0.23% 100
2024
Q4 		$500K Hold
11,531
– – 0.22% 100
2024
Q3 		$494K Sell
11,531
-386
-3% -$16.3K 0.23% 100
2024
Q2 		$462K Sell
11,917
-556
-4% -$21K 0.24% 91
2024
Q1 		$485K Sell
12,473
-193
-2% -$7.06K 0.29% 68
2023
Q4 		$465K Sell
12,666
-655
-5% -$20.6K 0.31% 66
2023
Q3 		$379K Sell
13,321
-634
-5% -$19.5K 0.28% 74
2023
Q2 		$422K Sell
13,955
-459
-3% -$14.3K 0.31% 66
2023
Q1 		$493K Buy
14,414
+809
+6% +$35.3K 0.4% 49
2022
Q4 		$584K Sell
13,605
-662
-5% -$29K 0.51% 36
2022
Q3 		$621K Buy
14,267
+775
+6% +$37.3K 0.6% 33
2022
Q2 		$642K Sell
13,492
-230
-2% -$11.3K 0.59% 35
2022
Q1 		$778K Buy
+13,722
New +$848K 0.62% 33

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Hazlett, Burt & Watson's TFC Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Truist Financial (TFC) stake by 4.2% in Q2 2026, buying an estimated $26.8K and bringing the position to 13,495 shares worth $672K. The position accounts for 0.18% of the portfolio, ranked #133.

Hazlett, Burt & Watson first reported a position in TFC in Q1 2022 and has held it in 18 quarters since. The position peaked at $778K in Q1 2022. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Hazlett, Burt & Watson held 13,495 shares of Truist Financial worth $672K as of Q2 2026.
  • Hazlett, Burt & Watson bought 545 Truist Financial shares in Q2 2026, an estimated $26.8K.
  • Truist Financial made up 0.18% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #133 holding.
  • Hazlett, Burt & Watson first reported a position in Truist Financial in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's Truist Financial position peaked at $778K in Q1 2022.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.