Key Financial Inc
TFC icon

Key Financial Inc’s Truist Financial TFC Stock Holding History

Key Financial Inc’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 		$11.9K Buy
256
+24
+10% +$1.22K ﹤0.01% 821
2026
Q2 		$11.6K Buy
232
+76
+49% +$3.74K ﹤0.01% 835
2026
Q1 		$7.17K Hold
156
– – ﹤0.01% 956
2025
Q4 		$7.68K Hold
156
– – ﹤0.01% 946
2025
Q3 		$7.11K Sell
156
-18
-10% -$812 ﹤0.01% 960
2025
Q2 		$7.48K Hold
174
– – ﹤0.01% 933
2025
Q1 		$7.16K Hold
174
– – ﹤0.01% 904
2024
Q4 		$7.55K Hold
174
– – ﹤0.01% 882
2024
Q3 		$7.44K Buy
174
+18
+12% +$760 ﹤0.01% 867
2024
Q2 		$6.06K Hold
156
– – ﹤0.01% 903
2024
Q1 		$6.08K Hold
156
– – ﹤0.01% 889
2023
Q4 		$5.76K Sell
156
-162
-51% -$5.09K ﹤0.01% 882
2023
Q3 		$9.1K Sell
318
-176
-36% -$5.41K ﹤0.01% 744
2023
Q2 		$15K Buy
494
+176
+55% +$5.47K 0.01% 645
2023
Q1 		$10.8K Hold
318
– – ﹤0.01% 657
2022
Q4 		$13.8K Hold
318
– – 0.01% 562
2022
Q3 		$14K Buy
318
+162
+104% +$7.8K 0.01% 567
2022
Q2 		$8K Hold
156
– – ﹤0.01% 701
2022
Q1 		$9K Hold
156
– – ﹤0.01% 673
2021
Q4 		$9K Hold
156
– – ﹤0.01% 617
2021
Q3 		$9K Buy
156
+58
+59% +$3.24K 0.01% 609
2021
Q2 		$5K Hold
98
– – ﹤0.01% 693
2021
Q1 		$6K Hold
98
– – ﹤0.01% 578
2020
Q4 		$5K Buy
+98
New +$4.44K ﹤0.01% 564
2020
Q2 		– Sell
-187
Closed -$6K – 569
2020
Q1 		$6K Buy
+187
New +$8.84K 0.01% 494

Other funds holding TFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Key Financial Inc's TFC Position: Q3 2026 in Review

Key Financial Inc increased its Truist Financial (TFC) stake by 10% in Q3 2026, buying an estimated $1.22K and bringing the position to 256 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Key Financial Inc first reported a position in TFC in Q1 2020 and has held it in 25 quarters since. The position peaked at $15K in Q2 2023. 787 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Key Financial Inc held 256 shares of Truist Financial worth $11.9K as of Q3 2026.
  • Key Financial Inc bought 24 Truist Financial shares in Q3 2026, an estimated $1.22K.
  • Truist Financial made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #821 holding.
  • Key Financial Inc first reported a position in Truist Financial in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Truist Financial position peaked at $15K in Q2 2023.
  • 787 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.