Lantz Financial
TFC icon

Lantz Financial’s Truist Financial TFC Stock Holding History

Lantz Financial’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 		$224K Sell
4,833
-3
-0.1% -$152 0.04% 246
2026
Q2 		$241K Sell
4,836
-4,118
-46% -$203K 0.04% 238
2026
Q1 		$412K Buy
8,954
+318
+4% +$15.7K 0.09% 182
2025
Q4 		$425K Buy
8,636
+572
+7% +$26.3K 0.09% 182
2025
Q3 		$369K Buy
8,064
+1,623
+25% +$73.2K 0.08% 185
2025
Q2 		$277K Buy
6,441
+343
+6% +$13.4K 0.07% 191
2025
Q1 		$251K Buy
6,098
+182
+3% +$8.11K 0.07% 187
2024
Q4 		$257K Buy
5,916
+184
+3% +$8.21K 0.07% 193
2024
Q3 		$245K Buy
+5,732
New +$242K 0.07% 195
2024
Q2 		– Sell
-5,659
Closed -$221K – 216
2024
Q1 		$221K Buy
+5,659
New +$207K 0.07% 193

Other funds holding TFC

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Lantz Financial's TFC Position: Q3 2026 in Review

Lantz Financial reduced its Truist Financial (TFC) stake by 0.06% in Q3 2026, selling an estimated $152 and leaving 4,833 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #246.

Lantz Financial first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $425K in Q4 2025. 378 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Lantz Financial held 4,833 shares of Truist Financial worth $224K as of Q3 2026.
  • Lantz Financial sold 3 Truist Financial shares in Q3 2026, an estimated $152.
  • Truist Financial made up 0.04% of Lantz Financial's portfolio in Q3 2026, its #246 holding.
  • Lantz Financial first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
  • Lantz Financial's Truist Financial position peaked at $425K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.