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Horizon Financial Services’s Truist Financial TFC Stock Holding History

Horizon Financial Services’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 		$208K Buy
4,175
+3,509
+527% +$173K 0.08% 79
2026
Q1 		$30.6K Buy
666
+32
+5% +$1.58K 0.01% 134
2025
Q4 		$31.2K Buy
634
+7
+1% +$322 0.01% 110
2025
Q3 		$28.7K Buy
+627
New +$28.3K 0.01% 119
2023
Q2 		– Sell
-6,305
Closed -$215K – 50
2023
Q1 		$215K Sell
6,305
-189
-3% -$8.25K 0.18% 50
2022
Q4 		$279K Hold
6,494
– – 0.24% 47
2022
Q3 		$283K Hold
6,494
– – 0.25% 48
2022
Q2 		$308K Hold
6,494
– – 0.24% 43
2022
Q1 		$368K Sell
6,494
-1,736
-21% -$107K 0.23% 43
2021
Q4 		$482K Sell
8,230
-320
-4% -$19.6K 0.29% 44
2021
Q3 		$501K Buy
8,550
+6,057
+243% +$338K 0.33% 46
2021
Q2 		$138K Sell
2,493
-12
-0.5% -$705 0.1% 61
2021
Q1 		$146K Sell
2,505
-3,497
-58% -$192K 0.13% 23
2020
Q4 		$288K Hold
6,002
– – 0.26% 19
2020
Q3 		$228K Buy
+6,002
New +$226K 0.22% 19

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Horizon Financial Services's TFC Position: Q2 2026 in Review

Horizon Financial Services increased its Truist Financial (TFC) stake by 527% in Q2 2026, buying an estimated $173K and bringing the position to 4,175 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #79.

Horizon Financial Services first reported a position in TFC in Q3 2020 and has held it in 15 quarters since. The position peaked at $501K in Q3 2021. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Horizon Financial Services held 4,175 shares of Truist Financial worth $208K as of Q2 2026.
  • Horizon Financial Services bought 3,509 Truist Financial shares in Q2 2026, an estimated $173K.
  • Truist Financial made up 0.08% of Horizon Financial Services's portfolio in Q2 2026, its #79 holding.
  • Horizon Financial Services first reported a position in Truist Financial in Q3 2020 and has held it in 15 quarters since.
  • Horizon Financial Services's Truist Financial position peaked at $501K in Q3 2021.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.