James T. Borello
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James T. Borello’s Truist Financial TFC Stock Holding History

James T. Borello’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 		$24.2K Sell
522
-13
-2% -$661 0.01% 376
2026
Q2 		$26.7K Sell
535
-41
-7% -$2.02K 0.01% 341
2026
Q1 		$26.5K Buy
576
+379
+192% +$18.7K 0.01% 313
2025
Q4 		$9.7K Buy
197
+49
+33% +$2.26K ﹤0.01% 420
2025
Q3 		$6.77K Buy
+148
New +$6.67K ﹤0.01% 375

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

James T. Borello's TFC Position: Q3 2026 in Review

James T. Borello reduced its Truist Financial (TFC) stake by 2.4% in Q3 2026, selling an estimated $661 and leaving 522 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #376.

James T. Borello first reported a position in TFC in Q3 2025 and has held it in 5 quarters since. The position peaked at $26.7K in Q2 2026. 663 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • James T. Borello held 522 shares of Truist Financial worth $24.2K as of Q3 2026.
  • James T. Borello sold 13 Truist Financial shares in Q3 2026, an estimated $661.
  • Truist Financial made up 0.01% of James T. Borello's portfolio in Q3 2026, its #376 holding.
  • James T. Borello first reported a position in Truist Financial in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Truist Financial position peaked at $26.7K in Q2 2026.
  • 663 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.