Highline Wealth Partners
TFC icon

Highline Wealth Partners’s Truist Financial TFC Stock Holding History

Highline Wealth Partners’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
Q3 		$37.4K Buy
807
+285
+55% +$14.5K 0.01% 308
2026
Q2 		$26K Buy
522
+111
+27% +$5.46K 0.01% 347
2026
Q1 		$18.9K Buy
411
+118
+40% +$5.83K ﹤0.01% 307
2025
Q4 		$14.4K Buy
293
+26
+10% +$1.2K ﹤0.01% 317
2025
Q3 		$12.2K Hold
267
– – ﹤0.01% 378
2025
Q2 		$11.5K Buy
267
+76
+40% +$2.97K ﹤0.01% 309
2025
Q1 		$7.86K Sell
191
-35
-15% -$1.56K ﹤0.01% 343
2024
Q4 		$9.8K Buy
226
+73
+48% +$3.26K ﹤0.01% 252
2024
Q3 		$6.54K Buy
153
+15
+11% +$633 ﹤0.01% 309
2024
Q2 		$5.36K Buy
+138
New +$5.21K ﹤0.01% 280

Other funds holding TFC

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Highline Wealth Partners's TFC Position: Q3 2026 in Review

Highline Wealth Partners increased its Truist Financial (TFC) stake by 55% in Q3 2026, buying an estimated $14.5K and bringing the position to 807 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #308.

Highline Wealth Partners first reported a position in TFC in Q2 2024 and has held it in 10 quarters since. 448 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Highline Wealth Partners held 807 shares of Truist Financial worth $37.4K as of Q3 2026.
  • Highline Wealth Partners bought 285 Truist Financial shares in Q3 2026, an estimated $14.5K.
  • Truist Financial made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #308 holding.
  • Highline Wealth Partners first reported a position in Truist Financial in Q2 2024 and has held it in 10 quarters since.
  • 448 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.