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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Lawood & Co's TFC Position: Q2 2026 in Review

Lawood & Co reduced its Truist Financial (TFC) stake by 0.63% in Q2 2026, selling an estimated $7.38K and leaving 23,634 shares worth $1.18M. The position accounts for 0.8% of the portfolio, ranked #35.

Lawood & Co first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Lawood & Co held 23,634 shares of Truist Financial worth $1.18M as of Q2 2026.
  • Lawood & Co sold 150 Truist Financial shares in Q2 2026, an estimated $7.38K.
  • Truist Financial made up 0.8% of Lawood & Co's portfolio in Q2 2026, its #35 holding.
  • Lawood & Co first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.