Keystone Financial Group (Georgia)’s Truist Financial TFC Stock Holding History

Keystone Financial Group (Georgia)’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	$1.1M	Buy	22,041 +227	+1%	+$11.2K	0.58%	26
2026 Q1	$1M	Buy	21,814 +75	+0.3%	+$3.71K	0.52%	27
2025 Q4	$1.07M	Buy	21,739 +227	+1%	+$10.5K	0.56%	29
2025 Q3	$984K	Buy	21,512 +229	+1%	+$10.3K	0.55%	30
2025 Q2	$942K	Buy	21,283 +266	+1%	+$10.4K	0.6%	27
2025 Q1	$819K	Sell	21,017 -116	-0.5%	-$5.17K	0.58%	28
2024 Q4	$917K	Buy	+21,133	New	+$943K	0.74%	23

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Keystone Financial Group (Georgia)'s TFC Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Truist Financial (TFC) stake by 1% in Q2 2026, buying an estimated $11.2K and bringing the position to 22,041 shares worth $1.1M. The position accounts for 0.58% of the portfolio, ranked #26.

Keystone Financial Group (Georgia) first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Keystone Financial Group (Georgia) held 22,041 shares of Truist Financial worth $1.1M as of Q2 2026.
Keystone Financial Group (Georgia) bought 227 Truist Financial shares in Q2 2026, an estimated $11.2K.
Truist Financial made up 0.58% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #26 holding.
Keystone Financial Group (Georgia) first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.