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 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%	+$9.63K	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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hoxton Planning & Management's TFC Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Truist Financial (TFC) stake by 28% in Q2 2026, selling an estimated $173K and leaving 9,005 shares worth $449K. The position accounts for 0.12% of the portfolio, ranked #138.

Hoxton Planning & Management first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $635K in Q4 2025. 353 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Hoxton Planning & Management held 9,005 shares of Truist Financial worth $449K as of Q2 2026.
Hoxton Planning & Management sold 3,510 Truist Financial shares in Q2 2026, an estimated $173K.
Truist Financial made up 0.12% of Hoxton Planning & Management's portfolio in Q2 2026, its #138 holding.
Hoxton Planning & Management first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
Hoxton Planning & Management's Truist Financial position peaked at $635K in Q4 2025.
353 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.