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Iowa State Bank’s Truist Financial TFC Stock Holding History

Iowa State Bank’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 		$2.93M Sell
63,276
-7,158
-10% -$364K 0.5% 57
2026
Q2 		$3.51M Sell
70,434
-1,359
-2% -$66.9K 0.59% 46
2026
Q1 		$3.3M Sell
71,793
-15,461
-18% -$764K 0.61% 48
2025
Q4 		$4.29M Sell
87,254
-2,797
-3% -$129K 0.81% 41
2025
Q3 		$4.12M Buy
90,051
+478
+0.5% +$21.6K 0.78% 45
2025
Q2 		$3.85M Sell
89,573
-1,843
-2% -$72.1K 0.77% 42
2025
Q1 		$3.76M Buy
91,416
+1,617
+2% +$72K 0.8% 40
2024
Q4 		$3.9M Sell
89,799
-1,130
-1% -$50.4K 0.81% 44
2024
Q3 		$3.89M Sell
90,929
-5,589
-6% -$236K 0.8% 43
2024
Q2 		$3.75M Buy
96,518
+4,779
+5% +$181K 0.83% 41
2024
Q1 		$3.58M Buy
91,739
+34,129
+59% +$1.25M 0.79% 42
2023
Q4 		$2.13M Sell
57,610
-3,984
-6% -$125K 0.51% 69
2023
Q3 		$1.76M Buy
61,594
+511
+0.8% +$15.7K 0.46% 71
2023
Q2 		$1.85M Sell
61,083
-2,241
-4% -$69.6K 0.47% 71
2023
Q1 		$2.16M Buy
63,324
+10,172
+19% +$444K 0.54% 66
2022
Q4 		$2.29M Sell
53,152
-3,823
-7% -$168K 0.57% 64
2022
Q3 		$2.48M Sell
56,975
-179
-0.3% -$8.61K 0.71% 56
2022
Q2 		$2.71M Buy
57,154
+1,179
+2% +$58.1K 0.72% 52
2022
Q1 		$3.17M Buy
55,975
+6,583
+13% +$407K 0.74% 53
2021
Q4 		$2.89M Buy
+49,392
New +$3.02M 0.68% 56

Other funds holding TFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Iowa State Bank's TFC Position: Q3 2026 in Review

Iowa State Bank reduced its Truist Financial (TFC) stake by 10% in Q3 2026, selling an estimated $364K and leaving 63,276 shares worth $2.93M. The position accounts for 0.5% of the portfolio, ranked #57.

Iowa State Bank first reported a position in TFC in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.29M in Q4 2025. 68 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Iowa State Bank held 63,276 shares of Truist Financial worth $2.93M as of Q3 2026.
  • Iowa State Bank sold 7,158 Truist Financial shares in Q3 2026, an estimated $364K.
  • Truist Financial made up 0.5% of Iowa State Bank's portfolio in Q3 2026, its #57 holding.
  • Iowa State Bank first reported a position in Truist Financial in Q4 2021 and has held it in 20 quarters since.
  • Iowa State Bank's Truist Financial position peaked at $4.29M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.