Investors Asset Management of Georgia’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 | $2.08M | Buy |
41,833
+2,016
| +5% | +$99.2K | 0.72% | 42 |
|
|
2026
Q1 | $1.83M | Buy |
39,817
+2,134
| +6% | +$105K | 0.75% | 42 |
|
|
2025
Q4 | $1.85M | Buy |
37,683
+101
| +0.3% | +$4.65K | 0.77% | 38 |
|
|
2025
Q3 | $1.72M | Buy |
+37,582
| New | +$1.69M | 0.73% | 41 |
|
|
2023
Q4 | – | Sell |
-36,122
| Closed | -$1M | – | 166 |
|
|
2023
Q3 | $1M | Sell |
36,122
-79
| -0.2% | -$2.43K | 0.55% | 56 |
|
|
2023
Q2 | $1.1M | Buy |
36,201
+2,727
| +8% | +$84.7K | 0.57% | 53 |
|
|
2023
Q1 | $1.14M | Buy |
33,474
+6,175
| +23% | +$270K | 0.61% | 49 |
|
|
2022
Q4 | $1.17M | Buy |
27,299
+206
| +0.8% | +$9.04K | 0.61% | 49 |
|
|
2022
Q3 | $1.18M | Hold |
27,093
| – | – | 0.61% | 45 |
|
|
2022
Q2 | $1.28M | Sell |
27,093
-134
| -0.5% | -$6.61K | 0.67% | 34 |
|
|
2022
Q1 | $1.54M | Sell |
27,227
-77
| -0.3% | -$4.76K | 0.78% | 34 |
|
|
2021
Q4 | $1.6M | Sell |
27,304
-100
| -0.4% | -$6.11K | 0.76% | 28 |
|
|
2021
Q3 | $1.61M | Buy |
27,404
+227
| +0.8% | +$12.7K | 0.84% | 27 |
|
|
2021
Q2 | $1.51M | Sell |
27,177
-590
| -2% | -$34.7K | 0.81% | 31 |
|
|
2021
Q1 | $1.62M | Sell |
27,767
-259
| -0.9% | -$14.2K | 0.94% | 26 |
|
|
2020
Q4 | $1.34M | Sell |
28,026
-309
| -1% | -$14K | 0.91% | 26 |
|
|
2020
Q3 | $1.08M | Sell |
28,335
-259
| -0.9% | -$9.76K | 0.72% | 35 |
|
|
2020
Q2 | $1.07M | Sell |
28,594
-163
| -0.6% | -$5.87K | 0.75% | 33 |
|
|
2020
Q1 | $887K | Sell |
28,757
-9,273
| -24% | -$438K | 0.73% | 32 |
|
|
2019
Q4 | $2.14M | Buy |
38,030
+28,478
| +298% | +$1.54M | 1.3% | 12 |
|
|
2019
Q3 | $510K | Buy |
9,552
+200
| +2% | +$9.91K | 0.33% | 75 |
|
|
2019
Q2 | $459K | Buy |
9,352
+180
| +2% | +$8.82K | 0.31% | 81 |
|
|
2019
Q1 | $427K | Hold |
9,172
| – | – | 0.3% | 81 |
|
|
2018
Q4 | $397K | Sell |
9,172
-50
| -0.5% | -$2.4K | 0.32% | 80 |
|
|
2018
Q3 | $448K | Sell |
9,222
-125
| -1% | -$6.42K | 0.31% | 79 |
|
|
2018
Q2 | $471K | Sell |
9,347
-91
| -1% | -$4.83K | 0.35% | 73 |
|
|
2018
Q1 | $491K | Sell |
9,438
-200
| -2% | -$10.8K | 0.36% | 67 |
|
|
2017
Q4 | $479K | Sell |
9,638
-240
| -2% | -$11.6K | 0.34% | 70 |
|
|
2017
Q3 | $464K | Hold |
9,878
| – | – | 0.34% | 71 |
|
|
2017
Q2 | $449K | Buy |
9,878
+250
| +3% | +$10.9K | 0.31% | 75 |
|
|
2017
Q1 | $430K | Buy |
9,628
+340
| +4% | +$15.9K | 0.3% | 78 |
|
|
2016
Q4 | $437K | Buy |
9,288
+250
| +3% | +$10.6K | 0.32% | 70 |
|
|
2016
Q3 | $341K | Buy |
9,038
+11
| +0.1% | +$410 | 0.26% | 92 |
|
|
2016
Q2 | $321K | Buy |
9,027
+665
| +8% | +$23.2K | 0.25% | 92 |
|
|
2016
Q1 | $278K | Buy |
8,362
+100
| +1% | +$3.32K | 0.23% | 101 |
|
|
2015
Q4 | $312K | Buy |
8,262
+250
| +3% | +$9.4K | 0.26% | 91 |
|
|
2015
Q3 | $285K | Buy |
8,012
+330
| +4% | +$12.7K | 0.26% | 91 |
|
|
2015
Q2 | $310K | Buy |
7,682
+350
| +5% | +$13.8K | 0.27% | 87 |
|
|
2015
Q1 | $286K | Hold |
7,332
| – | – | 0.24% | 96 |
|
|
2014
Q4 | $285K | Buy |
+7,332
| New | +$276K | 0.25% | 100 |
|
Other funds holding TFC
Investors Asset Management of Georgia's TFC Position: Q2 2026 in Review
Investors Asset Management of Georgia increased its Truist Financial (TFC) stake by 5.1% in Q2 2026, buying an estimated $99.2K and bringing the position to 41,833 shares worth $2.08M. The position accounts for 0.72% of the portfolio, ranked #42.
Investors Asset Management of Georgia first reported a position in TFC in Q4 2014 and has held it in 40 quarters since. The position peaked at $2.14M in Q4 2019. 1,304 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Investors Asset Management of Georgia held 41,833 shares of Truist Financial worth $2.08M as of Q2 2026.
- Investors Asset Management of Georgia bought 2,016 Truist Financial shares in Q2 2026, an estimated $99.2K.
- Truist Financial made up 0.72% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #42 holding.
- Investors Asset Management of Georgia first reported a position in Truist Financial in Q4 2014 and has held it in 40 quarters since.
- Investors Asset Management of Georgia's Truist Financial position peaked at $2.14M in Q4 2019.
- 1,304 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.