KMWM
TFC icon

Keudell/Morrison Wealth Management’s Truist Financial TFC Stock Holding History

Keudell/Morrison 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 		$335K Sell
6,722
-3,766
-36% -$185K 0.06% 179
2026
Q1 		$482K Sell
10,488
-275
-3% -$13.6K 0.1% 136
2025
Q4 		$530K Buy
+10,763
New +$496K 0.11% 126
2025
Q2 		$392K Hold
9,112
– – 0.09% 143
2025
Q1 		$375K Sell
9,112
-5
-0.1% -$223 0.09% 138
2024
Q4 		$395K Sell
9,117
-1,270
-12% -$56.7K 0.1% 133
2024
Q3 		$444K Hold
10,387
– – 0.12% 124
2024
Q2 		$404K Sell
10,387
-140
-1% -$5.29K 0.12% 135
2024
Q1 		$410K Buy
10,527
+1,266
+14% +$46.3K 0.12% 131
2023
Q4 		$342K Sell
9,261
-1,190
-11% -$37.4K 0.11% 138
2023
Q3 		$299K Buy
10,451
+3,501
+50% +$108K 0.09% 141
2023
Q2 		$211K Sell
6,950
-350
-5% -$10.9K 0.06% 181
2023
Q1 		$249K Buy
7,300
+1,041
+17% +$45.4K 0.07% 158
2022
Q4 		$269K Sell
6,259
-203
-3% -$8.9K 0.09% 152
2022
Q3 		$281K Buy
6,462
+736
+13% +$35.4K 0.11% 141
2022
Q2 		$272K Buy
5,726
+2,197
+62% +$108K 0.1% 145
2022
Q1 		$200K Buy
+3,529
New +$218K 0.08% 173
2021
Q4 		– Sell
-3,451
Closed -$202K – 200
2021
Q3 		$202K Buy
+3,451
New +$193K 0.09% 170

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Keudell/Morrison Wealth Management's TFC Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Truist Financial (TFC) stake by 36% in Q2 2026, selling an estimated $185K and leaving 6,722 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #179.

Keudell/Morrison Wealth Management first reported a position in TFC in Q3 2021 and has held it in 18 quarters since. The position peaked at $530K in Q4 2025. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Keudell/Morrison Wealth Management held 6,722 shares of Truist Financial worth $335K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 3,766 Truist Financial shares in Q2 2026, an estimated $185K.
  • Truist Financial made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Keudell/Morrison Wealth Management first reported a position in Truist Financial in Q3 2021 and has held it in 18 quarters since.
  • Keudell/Morrison Wealth Management's Truist Financial position peaked at $530K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.