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Lawood & Co’s Truist Financial TFC Stock Holding History

Lawood & Co’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 		$1.09M Hold
23,634
– – 0.76% 36
2026
Q2 		$1.18M Sell
23,634
-150
-0.6% -$7.38K 0.8% 35
2026
Q1 		$1.09M Buy
23,784
+100
+0.4% +$4.94K 1.01% 32
2025
Q4 		$1.17M Buy
+23,684
New +$1.09M 1.1% 32

Other funds holding TFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Lawood & Co's TFC Position: Q3 2026 in Review

Lawood & Co held its Truist Financial (TFC) position steady in Q3 2026 at 23,634 shares worth $1.09M. The position accounts for 0.76% of the portfolio, ranked #36.

Lawood & Co first reported a position in TFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.18M in Q2 2026. 74 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Lawood & Co held 23,634 shares of Truist Financial worth $1.09M as of Q3 2026.
  • Lawood & Co left its Truist Financial share count unchanged in Q3 2026.
  • Truist Financial made up 0.76% of Lawood & Co's portfolio in Q3 2026, its #36 holding.
  • Lawood & Co first reported a position in Truist Financial in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Truist Financial position peaked at $1.18M in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.