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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
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

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

Lantz Financial's TFC Position: Q2 2026 in Review

Lantz Financial reduced its Truist Financial (TFC) stake by 46% in Q2 2026, selling an estimated $203K and leaving 4,836 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #238.

Lantz Financial first reported a position in TFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $425K in Q4 2025. 354 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Lantz Financial held 4,836 shares of Truist Financial worth $241K as of Q2 2026.
  • Lantz Financial sold 4,118 Truist Financial shares in Q2 2026, an estimated $203K.
  • Truist Financial made up 0.04% of Lantz Financial's portfolio in Q2 2026, its #238 holding.
  • Lantz Financial first reported a position in Truist Financial in Q1 2024 and has held it in 9 quarters since.
  • Lantz Financial's Truist Financial position peaked at $425K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.