Heritage Trust’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.2M | Buy |
69,697
+1,505
| +2% | +$74.4K | 0.32% | 82 |
|
|
2025
Q4 | $3.36M | Buy |
68,192
+14,330
| +27% | +$660K | 0.34% | 77 |
|
|
2025
Q3 | $2.46M | Buy |
53,862
+541
| +1% | +$24.4K | 0.26% | 91 |
|
|
2025
Q2 | $2.29M | Buy |
53,321
+379
| +0.7% | +$14.8K | 0.26% | 93 |
|
|
2025
Q1 | $2.18M | Sell |
52,942
-183
| -0.3% | -$8.15K | 0.26% | 97 |
|
|
2024
Q4 | $2.3M | Buy |
+53,125
| New | +$2.37M | 0.27% | 93 |
|
|
2024
Q2 | $1.55M | Buy |
39,912
+2,748
| +7% | +$104K | 0.2% | 116 |
|
|
2024
Q1 | $1.45M | Buy |
37,164
+450
| +1% | +$16.5K | 0.19% | 124 |
|
|
2023
Q4 | $1.36M | Buy |
36,714
+2,216
| +6% | +$69.6K | 0.19% | 122 |
|
|
2023
Q3 | $987K | Sell |
34,498
-1,754
| -5% | -$53.9K | 0.15% | 134 |
|
|
2023
Q2 | $1.1M | Sell |
36,252
-1,698
| -4% | -$52.7K | 0.16% | 131 |
|
|
2023
Q1 | $1.29M | Sell |
37,950
-4,541
| -11% | -$198K | 0.2% | 111 |
|
|
2022
Q4 | $1.83M | Buy |
42,491
+238
| +0.6% | +$10.4K | 0.3% | 92 |
|
|
2022
Q3 | $1.84M | Buy |
42,253
+396
| +0.9% | +$19.1K | 0.32% | 88 |
|
|
2022
Q2 | $1.99M | Sell |
41,857
-346
| -0.8% | -$17.1K | 0.33% | 88 |
|
|
2022
Q1 | $2.39M | Buy |
42,203
+352
| +0.8% | +$21.7K | 0.34% | 81 |
|
|
2021
Q4 | $2.45M | Buy |
41,851
+50
| +0.1% | +$3.06K | 0.31% | 79 |
|
|
2021
Q3 | $2.45M | Buy |
41,801
+471
| +1% | +$26.3K | 0.35% | 80 |
|
|
2021
Q2 | $2.29M | Buy |
41,330
+2,159
| +6% | +$127K | 0.33% | 85 |
|
|
2021
Q1 | $2.29M | Buy |
39,171
+358
| +0.9% | +$19.6K | 0.35% | 78 |
|
|
2020
Q4 | $1.86M | Buy |
38,813
+1,053
| +3% | +$47.7K | 0.3% | 84 |
|
|
2020
Q3 | $1.44M | Sell |
37,760
-1,084
| -3% | -$40.8K | 0.27% | 88 |
|
|
2020
Q2 | $1.46M | Sell |
38,844
-263
| -0.7% | -$9.47K | 0.29% | 85 |
|
|
2020
Q1 | $1.21M | Sell |
39,107
-4,669
| -11% | -$221K | 0.3% | 82 |
|
|
2019
Q4 | $2.47M | Buy |
43,776
+2,295
| +6% | +$124K | 0.49% | 61 |
|
|
2019
Q3 | $2.21M | Sell |
41,481
-591
| -1% | -$29.3K | 0.48% | 61 |
|
|
2019
Q2 | $2.07M | Sell |
42,072
-527
| -1% | -$25.8K | 0.46% | 62 |
|
|
2019
Q1 | $1.98M | Sell |
42,599
-452
| -1% | -$22.1K | 0.46% | 61 |
|
|
2018
Q4 | $1.86M | Sell |
43,051
-2,841
| -6% | -$136K | 0.77% | 37 |
|
|
2018
Q3 | $2.23M | Sell |
45,892
-196
| -0.4% | -$10.1K | 0.8% | 38 |
|
|
2018
Q2 | $2.33M | Buy |
46,088
+8
| +0% | +$425 | 0.87% | 37 |
|
|
2018
Q1 | $2.4M | Sell |
46,080
-2,837
| -6% | -$153K | 0.9% | 34 |
|
|
2017
Q4 | $2.43M | Sell |
48,917
-1,002
| -2% | -$48.4K | 0.87% | 36 |
|
|
2017
Q3 | $2.34M | Sell |
49,919
-790
| -2% | -$36.3K | 0.86% | 36 |
|
|
2017
Q2 | $2.3M | Sell |
50,709
-2,335
| -4% | -$101K | 0.89% | 37 |
|
|
2017
Q1 | $2.37M | Buy |
+53,044
| New | +$2.48M | 0.9% | 35 |
|
Other funds holding TFC
VCM
VPM
Heritage Trust's TFC Position: Q1 2026 in Review
Heritage Trust increased its Truist Financial (TFC) stake by 2.2% in Q1 2026, buying an estimated $74.4K and bringing the position to 69,697 shares worth $3.2M. The position accounts for 0.32% of the portfolio, ranked #82.
Heritage Trust first reported a position in TFC in Q1 2017 and has held it in 36 quarters since. The position peaked at $3.36M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Heritage Trust held 69,697 shares of Truist Financial worth $3.2M as of Q1 2026.
- Heritage Trust bought 1,505 Truist Financial shares in Q1 2026, an estimated $74.4K.
- Truist Financial made up 0.32% of Heritage Trust's portfolio in Q1 2026, its #82 holding.
- Heritage Trust first reported a position in Truist Financial in Q1 2017 and has held it in 36 quarters since.
- Heritage Trust's Truist Financial position peaked at $3.36M in Q4 2025.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.