Jamison Private Wealth Management’s Truist Financial TFC Stock Holding History

Jamison Private Wealth 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 Q3	$7.36M	Buy	158,982 +9,954	+7%	+$506K	0.75%	43
2026 Q2	$7.42M	Buy	149,028 +2,240	+2%	+$110K	0.75%	42
2026 Q1	$6.75M	Sell	146,788 -195	-0.1%	-$9.6K	0.82%	40
2025 Q4	$7.23M	Sell	146,983 -599	-0.4%	-$27.6K	0.88%	38
2025 Q3	$6.75M	Buy	147,582 +6,935	+5%	+$313K	0.85%	40
2025 Q2	$6.05M	Sell	140,647 -2,273	-2%	-$88.9K	0.87%	40
2025 Q1	$5.88M	Buy	142,920 +404	+0.3%	+$18K	0.9%	39
2024 Q4	$6.18M	Buy	142,516 +7,964	+6%	+$355K	0.91%	37
2024 Q3	$5.75M	Buy	134,552 +6,412	+5%	+$271K	0.88%	37
2024 Q2	$4.98M	Buy	128,140 +232	+0.2%	+$8.76K	0.83%	39
2024 Q1	$4.99M	Buy	127,908 +5,283	+4%	+$193K	0.84%	38
2023 Q4	$4.53M	Buy	122,625 +509	+0.4%	+$16K	0.85%	39
2023 Q3	$3.49M	Buy	+122,116	New	+$3.76M	0.72%	46

Other funds holding TFC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Jamison Private Wealth Management's TFC Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Truist Financial (TFC) stake by 6.7% in Q3 2026, buying an estimated $506K and bringing the position to 158,982 shares worth $7.36M. The position accounts for 0.75% of the portfolio, ranked #43.

Jamison Private Wealth Management first reported a position in TFC in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.42M in Q2 2026. 796 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Jamison Private Wealth Management held 158,982 shares of Truist Financial worth $7.36M as of Q3 2026.
Jamison Private Wealth Management bought 9,954 Truist Financial shares in Q3 2026, an estimated $506K.
Truist Financial made up 0.75% of Jamison Private Wealth Management's portfolio in Q3 2026, its #43 holding.
Jamison Private Wealth Management first reported a position in Truist Financial in Q3 2023 and has held it in 13 quarters since.
Jamison Private Wealth Management's Truist Financial position peaked at $7.42M in Q2 2026.
796 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.