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 Q2	$7.42M	Buy	149,028 +2,240	+2%	+$110K	0.75%	42
2026 Q1	$6.75M	Sell	146,788 -195	-0.1%	-$9.64K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jamison Private Wealth Management's TFC Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Truist Financial (TFC) stake by 1.5% in Q2 2026, buying an estimated $110K and bringing the position to 149,028 shares worth $7.42M. The position accounts for 0.75% of the portfolio, ranked #42.

Jamison Private Wealth Management first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. 1,705 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Jamison Private Wealth Management held 149,028 shares of Truist Financial worth $7.42M as of Q2 2026.
Jamison Private Wealth Management bought 2,240 Truist Financial shares in Q2 2026, an estimated $110K.
Truist Financial made up 0.75% of Jamison Private Wealth Management's portfolio in Q2 2026, its #42 holding.
Jamison Private Wealth Management first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
1,705 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.