Hoxton Planning & Management’s Truist Financial TFC Stock Holding History

Hoxton Planning & Management’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	$416K	Sell	8,978 -27	-0.3%	-$1.37K	0.11%	136
2026 Q2	$449K	Sell	9,005 -3,510	-28%	-$173K	0.12%	138
2026 Q1	$575K	Sell	12,515 -380	-3%	-$18.8K	0.17%	101
2025 Q4	$635K	Sell	12,895 -87	-0.7%	-$4.01K	0.19%	89
2025 Q3	$594K	Sell	12,982 -840	-6%	-$37.9K	0.19%	95
2025 Q2	$594K	Buy	13,822 +246	+2%	+$9.6K	0.21%	88
2025 Q1	$559K	Sell	13,576 -650	-5%	-$29K	0.21%	93
2024 Q4	$617K	Buy	14,226 +152	+1%	+$6.78K	0.24%	82
2024 Q3	$602K	Buy	14,074 +4,141	+42%	+$175K	0.23%	83
2024 Q2	$386K	Sell	9,933 -298	-3%	-$11.3K	0.18%	97
2024 Q1	$399K	Buy	10,231 +1,122	+12%	+$41K	0.19%	97
2023 Q4	$336K	Buy	9,109 +1,908	+26%	+$59.9K	0.18%	102
2023 Q3	$206K	Buy	+7,201	New	+$221K	0.13%	131

Other funds holding TFC

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Hoxton Planning & Management's TFC Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Truist Financial (TFC) stake by 0.3% in Q3 2026, selling an estimated $1.37K and leaving 8,978 shares worth $416K. The position accounts for 0.11% of the portfolio, ranked #136.

Hoxton Planning & Management first reported a position in TFC in Q3 2023 and has held it in 13 quarters since. The position peaked at $635K in Q4 2025. 448 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Hoxton Planning & Management held 8,978 shares of Truist Financial worth $416K as of Q3 2026.
Hoxton Planning & Management sold 27 Truist Financial shares in Q3 2026, an estimated $1.37K.
Truist Financial made up 0.11% of Hoxton Planning & Management's portfolio in Q3 2026, its #136 holding.
Hoxton Planning & Management first reported a position in Truist Financial in Q3 2023 and has held it in 13 quarters since.
Hoxton Planning & Management's Truist Financial position peaked at $635K in Q4 2025.
448 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.