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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hazlett, Burt & Watson's TFC Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Truist Financial (TFC) position steady in Q1 2026 at 12,950 shares worth $593K. The position accounts for 0.19% of the portfolio, ranked #124.

Hazlett, Burt & Watson first reported a position in TFC in Q1 2022 and has held it in 17 quarters since. The position peaked at $778K in Q1 2022. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Hazlett, Burt & Watson held 12,950 shares of Truist Financial worth $593K as of Q1 2026.
Hazlett, Burt & Watson left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up 0.19% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #124 holding.
Hazlett, Burt & Watson first reported a position in Truist Financial in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's Truist Financial position peaked at $778K in Q1 2022.
1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.