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KMG Fiduciary Partners’s Truist Financial TFC Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-53,768
Closed -$2.47M – 261
2026
Q1 		$2.47M Buy
53,768
+1,049
+2% +$51.8K 0.18% 122
2025
Q4 		$2.59M Buy
52,719
+1,805
+4% +$83.1K 0.18% 110
2025
Q3 		$2.33M Buy
50,914
+859
+2% +$38.7K 0.16% 129
2025
Q2 		$2.15M Buy
50,055
+2,416
+5% +$94.5K 0.16% 130
2025
Q1 		$1.96M Buy
47,639
+8,254
+21% +$368K 0.16% 132
2024
Q4 		$1.71M Buy
+39,385
New +$1.76M 0.14% 137

Other funds holding TFC

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

KMG Fiduciary Partners's TFC Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 53,768 shares — an estimated $2.47M sold.

KMG Fiduciary Partners first reported a position in TFC in Q4 2024 and held it in 6 quarters. The position peaked at $2.59M in Q4 2025. 254 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 53,768 Truist Financial shares in Q2 2026, an estimated $2.47M.
  • KMG Fiduciary Partners first reported a position in Truist Financial in Q4 2024 and held it in 6 quarters.
  • KMG Fiduciary Partners's Truist Financial position peaked at $2.59M in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.