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Hengehold Capital Management’s Truist Financial TFC Stock Holding History

Hengehold Capital 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 		$4.39M Buy
88,180
+261
+0.3% +$12.8K 0.34% 58
2026
Q1 		$4.04M Buy
87,919
+715
+0.8% +$35.3K 0.35% 58
2025
Q4 		$4.29M Buy
87,204
+1,776
+2% +$81.8K 0.36% 56
2025
Q3 		$3.91M Buy
85,428
+2,021
+2% +$91.1K 0.33% 59
2025
Q2 		$3.59M Buy
83,407
+792
+1% +$31K 0.33% 58
2025
Q1 		$3.4M Buy
82,615
+1,777
+2% +$79.2K 0.32% 60
2024
Q4 		$3.51M Buy
80,838
+905
+1% +$40.4K 0.33% 59
2024
Q3 		$3.42M Buy
79,933
+4,267
+6% +$180K 0.32% 61
2024
Q2 		$2.94M Buy
75,666
+7
+0% +$264 0.31% 63
2024
Q1 		$2.95M Buy
75,659
+74
+0.1% +$2.71K 0.31% 62
2023
Q4 		$2.79M Sell
75,585
-1,250
-2% -$39.2K 0.33% 56
2023
Q3 		$2.2M Sell
76,835
-1,663
-2% -$51.1K 0.29% 60
2023
Q2 		$2.38M Buy
78,498
+42,146
+116% +$1.31M 0.32% 55
2023
Q1 		$1.24M Buy
36,352
+2,612
+8% +$114K 0.17% 67
2022
Q4 		$1.45M Sell
33,740
-7,430
-18% -$326K 0.2% 66
2022
Q3 		$1.79M Sell
41,170
-4,500
-10% -$217K 0.28% 57
2022
Q2 		$2.17M Buy
45,670
+981
+2% +$48.4K 0.31% 54
2022
Q1 		$2.53M Buy
44,689
+81
+0.2% +$5K 0.35% 49
2021
Q4 		$2.61M Buy
44,608
+467
+1% +$28.5K 0.32% 45
2021
Q3 		$2.59M Buy
44,141
+687
+2% +$38.4K 0.34% 44
2021
Q2 		$2.41M Buy
43,454
+8,120
+23% +$477K 0.32% 46
2021
Q1 		$2.06M Buy
+35,334
New +$1.94M 0.29% 52

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Hengehold Capital Management's TFC Position: Q2 2026 in Review

Hengehold Capital Management increased its Truist Financial (TFC) stake by 0.3% in Q2 2026, buying an estimated $12.8K and bringing the position to 88,180 shares worth $4.39M. The position accounts for 0.34% of the portfolio, ranked #58.

Hengehold Capital Management first reported a position in TFC in Q1 2021 and has held it in 22 quarters since. 1,078 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Hengehold Capital Management held 88,180 shares of Truist Financial worth $4.39M as of Q2 2026.
  • Hengehold Capital Management bought 261 Truist Financial shares in Q2 2026, an estimated $12.8K.
  • Truist Financial made up 0.34% of Hengehold Capital Management's portfolio in Q2 2026, its #58 holding.
  • Hengehold Capital Management first reported a position in Truist Financial in Q1 2021 and has held it in 22 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.