HM Payson & Co’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
Q2 | $850K | Buy |
17,054
+2
| +0% | +$98 | 0.01% | 248 |
|
|
2026
Q1 | $784K | Sell |
17,052
-71
| -0.4% | -$3.51K | 0.01% | 254 |
|
|
2025
Q4 | $843K | Sell |
17,123
-570
| -3% | -$26.3K | 0.01% | 240 |
|
|
2025
Q3 | $809K | Buy |
17,693
+817
| +5% | +$36.8K | 0.01% | 239 |
|
|
2025
Q2 | $726K | Buy |
16,876
+377
| +2% | +$14.8K | 0.01% | 242 |
|
|
2025
Q1 | $679K | Buy |
16,499
+1,644
| +11% | +$73.2K | 0.01% | 249 |
|
|
2024
Q4 | $644K | Sell |
14,855
-5
| -0% | -$223 | 0.01% | 258 |
|
|
2024
Q3 | $636K | Sell |
14,860
-1,485
| -9% | -$62.7K | 0.01% | 264 |
|
|
2024
Q2 | $635K | Buy |
16,345
+433
| +3% | +$16.4K | 0.01% | 251 |
|
|
2024
Q1 | $620K | Sell |
15,912
-2,661
| -14% | -$97.3K | 0.01% | 257 |
|
|
2023
Q4 | $686K | Sell |
18,573
-3,120
| -14% | -$98K | 0.01% | 242 |
|
|
2023
Q3 | $621K | Sell |
21,693
-3,309
| -13% | -$102K | 0.01% | 243 |
|
|
2023
Q2 | $759K | Sell |
25,002
-2,028
| -8% | -$63K | 0.02% | 222 |
|
|
2023
Q1 | $922K | Sell |
27,030
-3,650
| -12% | -$159K | 0.02% | 195 |
|
|
2022
Q4 | $1.32M | Sell |
30,680
-583
| -2% | -$25.6K | 0.03% | 167 |
|
|
2022
Q3 | $1.36M | Sell |
31,263
-4,878
| -13% | -$235K | 0.04% | 160 |
|
|
2022
Q2 | $1.71M | Sell |
36,141
-1,626
| -4% | -$80.2K | 0.04% | 152 |
|
|
2022
Q1 | $2.14M | Sell |
37,767
-321
| -0.8% | -$19.8K | 0.05% | 151 |
|
|
2021
Q4 | $2.23M | Buy |
38,088
+1
| +0% | +$61 | 0.05% | 155 |
|
|
2021
Q3 | $2.23M | Sell |
38,087
-129
| -0.3% | -$7.21K | 0.05% | 155 |
|
|
2021
Q2 | $2.12M | Sell |
38,216
-801
| -2% | -$47.1K | 0.05% | 161 |
|
|
2021
Q1 | $2.27M | Sell |
39,017
-1,563
| -4% | -$85.7K | 0.06% | 155 |
|
|
2020
Q4 | $1.95M | Buy |
40,580
+2,025
| +5% | +$91.7K | 0.05% | 157 |
|
|
2020
Q3 | $1.47M | Sell |
38,555
-2,495
| -6% | -$94K | 0.05% | 166 |
|
|
2020
Q2 | $1.54M | Sell |
41,050
-695
| -2% | -$25K | 0.05% | 157 |
|
|
2020
Q1 | $1.29M | Sell |
41,745
-6,064
| -13% | -$287K | 0.05% | 151 |
|
|
2019
Q4 | $2.69M | Buy |
47,809
+667
| +1% | +$36.1K | 0.09% | 127 |
|
|
2019
Q3 | $2.52M | Sell |
47,142
-2,604
| -5% | -$129K | 0.09% | 132 |
|
|
2019
Q2 | $2.44M | Sell |
49,746
-65
| -0.1% | -$3.18K | 0.09% | 135 |
|
|
2019
Q1 | $2.32M | Buy |
+49,811
| New | +$2.43M | 0.09% | 131 |
|
|
2018
Q4 | – | Sell |
-53,864
| Closed | -$2.62M | – | 298 |
|
|
2018
Q3 | $2.62M | Sell |
53,864
-2,751
| -5% | -$141K | 0.12% | 120 |
|
|
2018
Q2 | $2.86M | Sell |
56,615
-185
| -0.3% | -$9.83K | 0.12% | 114 |
|
|
2018
Q1 | $2.96M | Sell |
56,800
-799
| -1% | -$43K | 0.12% | 117 |
|
|
2017
Q4 | $2.86M | Buy |
57,599
+736
| +1% | +$35.5K | 0.12% | 123 |
|
|
2017
Q3 | $2.67M | Sell |
56,863
-1,114
| -2% | -$51.2K | 0.11% | 125 |
|
|
2017
Q2 | $2.63M | Sell |
57,977
-81
| -0.1% | -$3.52K | 0.12% | 125 |
|
|
2017
Q1 | $2.6M | Sell |
58,058
-1,200
| -2% | -$56.1K | 0.12% | 124 |
|
|
2016
Q4 | $2.79M | Sell |
59,258
-430
| -0.7% | -$18.3K | 0.13% | 117 |
|
|
2016
Q3 | $2.25M | Sell |
59,688
-1,611
| -3% | -$60K | 0.11% | 131 |
|
|
2016
Q2 | $2.18M | Sell |
61,299
-1,581
| -3% | -$55.2K | 0.11% | 129 |
|
|
2016
Q1 | $2.09M | Sell |
62,880
-2,046
| -3% | -$68K | 0.11% | 127 |
|
|
2015
Q4 | $2.46M | Sell |
64,926
-428
| -0.7% | -$16.1K | 0.13% | 129 |
|
|
2015
Q3 | $2.33M | Sell |
65,354
-200
| -0.3% | -$7.72K | 0.13% | 129 |
|
|
2015
Q2 | $2.64M | Sell |
65,554
-242
| -0.4% | -$9.57K | 0.13% | 127 |
|
|
2015
Q1 | $2.57M | Sell |
65,796
-1,094
| -2% | -$41.2K | 0.13% | 122 |
|
|
2014
Q4 | $2.6M | Sell |
66,890
-10,059
| -13% | -$379K | 0.13% | 122 |
|
|
2014
Q3 | $2.86M | Sell |
76,949
-1,651
| -2% | -$62.3K | 0.15% | 113 |
|
|
2014
Q2 | $3.1M | Sell |
78,600
-565
| -0.7% | -$21.7K | 0.16% | 109 |
|
|
2014
Q1 | $3.18M | Sell |
79,165
-2,401
| -3% | -$91.9K | 0.17% | 108 |
|
|
2013
Q4 | $3.04M | Sell |
81,566
-942
| -1% | -$32.6K | 0.16% | 112 |
|
|
2013
Q3 | $2.79M | Sell |
82,508
-1,725
| -2% | -$60.2K | 0.16% | 111 |
|
|
2013
Q2 | $2.85M | Buy |
+84,233
| New | +$2.69M | 0.17% | 105 |
|
Other funds holding TFC
HM Payson & Co's TFC Position: Q2 2026 in Review
HM Payson & Co increased its Truist Financial (TFC) stake by 0.01% in Q2 2026, buying an estimated $98 and bringing the position to 17,054 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #248.
HM Payson & Co first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.18M in Q1 2014. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- HM Payson & Co held 17,054 shares of Truist Financial worth $850K as of Q2 2026.
- HM Payson & Co bought 2 Truist Financial shares in Q2 2026, an estimated $98.
- Truist Financial made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #248 holding.
- HM Payson & Co first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
- HM Payson & Co's Truist Financial position peaked at $3.18M in Q1 2014.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.