Highland Capital Management (Tennessee)’s Truist Financial TFC Stock Holding History

Highland Capital Management (Tennessee)’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	$655K	Buy	13,153 +10	+0.1%	+$492	0.03%	276
2026 Q1	$604K	Sell	13,143 -2,685	-17%	-$133K	0.03%	280
2025 Q4	$779K	Sell	15,828 -111,500	-88%	-$5.14M	0.04%	250
2025 Q3	$5.82M	Sell	127,328 -38,241	-23%	-$1.72M	0.29%	77
2025 Q2	$7.12M	Sell	165,569 -2,284	-1%	-$89.4K	0.39%	60
2025 Q1	$6.91M	Sell	167,853 -1,967	-1%	-$87.6K	0.41%	57
2024 Q4	$7.37M	Sell	169,820 -7,406	-4%	-$330K	0.42%	58
2024 Q3	$7.58M	Sell	177,226 -12,340	-7%	-$521K	0.43%	58
2024 Q2	$7.36M	Sell	189,566 -24,933	-12%	-$942K	0.44%	60
2024 Q1	$8.36M	Sell	214,499 -2,461	-1%	-$90K	0.48%	56
2023 Q4	$8.01M	Buy	216,960 +693	+0.3%	+$21.8K	0.5%	50
2023 Q3	$6.19M	Sell	216,267 -24,127	-10%	-$742K	0.43%	59
2023 Q2	$7.3M	Buy	240,394 +2,758	+1%	+$85.7K	0.47%	49
2023 Q1	$8.1M	Buy	237,636 +56,148	+31%	+$2.45M	0.6%	45
2022 Q4	$7.81M	Sell	181,488 -2,409	-1%	-$106K	0.55%	43
2022 Q3	$8.01M	Sell	183,897 -1,025	-0.6%	-$49.3K	0.62%	39
2022 Q2	$8.77M	Sell	184,922 -788	-0.4%	-$38.9K	0.63%	40
2022 Q1	$10.5M	Buy	185,710 +14,572	+9%	+$900K	0.63%	36
2021 Q4	$10M	Buy	171,138 +1,120	+0.7%	+$68.4K	0.57%	46
2021 Q3	$9.97M	Buy	170,018 +142	+0.1%	+$7.93K	0.6%	41
2021 Q2	$9.43M	Sell	169,876 -2,135	-1%	-$125K	0.56%	48
2021 Q1	$10M	Sell	172,011 -5,077	-3%	-$278K	0.62%	44
2020 Q4	$8.49M	Sell	177,088 -3,085	-2%	-$140K	0.54%	50
2020 Q3	$6.86M	Buy	180,173 +847	+0.5%	+$31.9K	0.49%	57
2020 Q2	$6.73M	Buy	179,326 +7,918	+5%	+$285K	0.53%	51
2020 Q1	$5.29M	Buy	171,408 +167,500	+4,286%	+$7.92M	0.5%	57
2019 Q4	$220K	Buy	+3,908	New	+$212K	0.02%	301
2015 Q4	–	Sell	-730	Closed	-$26K	–	533
2015 Q3	$26K	Hold	730	–	–	﹤0.01%	419
2015 Q2	$29K	Buy	+730	New	+$28.9K	﹤0.01%	431

Other funds holding TFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Highland Capital Management (Tennessee)'s TFC Position: Q2 2026 in Review

Highland Capital Management (Tennessee) increased its Truist Financial (TFC) stake by 0.08% in Q2 2026, buying an estimated $492 and bringing the position to 13,153 shares worth $655K. The position accounts for 0.03% of the portfolio, ranked #276.

Highland Capital Management (Tennessee) first reported a position in TFC in Q2 2015 and has held it in 29 quarters since. The position peaked at $10.5M in Q1 2022. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Highland Capital Management (Tennessee) held 13,153 shares of Truist Financial worth $655K as of Q2 2026.
Highland Capital Management (Tennessee) bought 10 Truist Financial shares in Q2 2026, an estimated $492.
Truist Financial made up 0.03% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #276 holding.
Highland Capital Management (Tennessee) first reported a position in Truist Financial in Q2 2015 and has held it in 29 quarters since.
Highland Capital Management (Tennessee)'s Truist Financial position peaked at $10.5M in Q1 2022.
740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.