Ignite Planners
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Ignite Planners’s Truist Financial TFC Stock Holding History

Ignite Planners’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 		$1.03M Buy
22,186
+2,515
+13% +$128K 0.13% 168
2026
Q2 		$981K Buy
19,671
+458
+2% +$22.5K 0.13% 162
2026
Q1 		$882K Buy
19,213
+356
+2% +$17.6K 0.14% 164
2025
Q4 		$970K Sell
18,857
-394
-2% -$18.1K 0.15% 149
2025
Q3 		$880K Buy
19,251
+24
+0.1% +$1.08K 0.14% 152
2025
Q2 		$851K Buy
19,227
+464
+2% +$18.2K 0.15% 148
2025
Q1 		$724K Buy
18,763
+1,264
+7% +$56.3K 0.14% 154
2024
Q4 		$772K Buy
17,499
+246
+1% +$11K 0.17% 124
2024
Q3 		$738K Sell
17,253
-533
-3% -$22.5K 0.17% 122
2024
Q2 		$680K Sell
17,786
-797
-4% -$30.1K 0.17% 128
2024
Q1 		$713K Sell
18,583
-3,868
-17% -$141K 0.2% 116
2023
Q4 		$842K Buy
+22,451
New +$705K 0.25% 102

Other funds holding TFC

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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ignite Planners's TFC Position: Q3 2026 in Review

Ignite Planners increased its Truist Financial (TFC) stake by 13% in Q3 2026, buying an estimated $128K and bringing the position to 22,186 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #168.

Ignite Planners first reported a position in TFC in Q4 2023 and has held it in 12 quarters since. 363 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Ignite Planners held 22,186 shares of Truist Financial worth $1.03M as of Q3 2026.
  • Ignite Planners bought 2,515 Truist Financial shares in Q3 2026, an estimated $128K.
  • Truist Financial made up 0.13% of Ignite Planners's portfolio in Q3 2026, its #168 holding.
  • Ignite Planners first reported a position in Truist Financial in Q4 2023 and has held it in 12 quarters since.
  • 363 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.