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Leavell Investment Management’s Truist Financial TFC Stock Holding History

Leavell Investment Management’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 		$534K Sell
10,713
-1,774
-14% -$87.3K 0.02% 427
2026
Q1 		$574K Buy
12,487
+603
+5% +$29.8K 0.02% 395
2025
Q4 		$585K Sell
11,884
-1,107
-9% -$51K 0.02% 380
2025
Q3 		$594K Sell
12,991
-5,847
-31% -$264K 0.03% 380
2025
Q2 		$810K Sell
18,838
-1,331
-7% -$52.1K 0.04% 327
2025
Q1 		$830K Sell
20,169
-481
-2% -$21.4K 0.04% 302
2024
Q4 		$896K Buy
20,650
+886
+4% +$39.5K 0.04% 290
2024
Q3 		$845K Sell
19,764
-153
-0.8% -$6.46K 0.04% 314
2024
Q2 		$774K Sell
19,917
-2,289
-10% -$86.5K 0.04% 304
2024
Q1 		$866K Sell
22,206
-1,650
-7% -$60.4K 0.05% 286
2023
Q4 		$881K Sell
23,856
-2,396
-9% -$75.2K 0.06% 272
2023
Q3 		$751K Sell
26,252
-12,181
-32% -$375K 0.05% 285
2023
Q2 		$1.17M Sell
38,433
-7,785
-17% -$242K 0.08% 227
2023
Q1 		$1.58M Sell
46,218
-167
-0.4% -$7.29K 0.11% 186
2022
Q4 		$2M Sell
46,385
-6,979
-13% -$306K 0.15% 148
2022
Q3 		$2.32M Sell
53,364
-30,745
-37% -$1.48M 0.18% 133
2022
Q2 		$3.99M Sell
84,109
-2,812
-3% -$139K 0.31% 92
2022
Q1 		$4.93M Buy
86,921
+2,732
+3% +$169K 0.34% 81
2021
Q4 		$4.93M Buy
84,189
+6,459
+8% +$395K 0.33% 80
2021
Q3 		$4.56M Sell
77,730
-1,137
-1% -$63.5K 0.34% 82
2021
Q2 		$4.6M Hold
78,867
– – 0.37% 80
2021
Q1 		$4.6M Buy
78,867
+21,885
+38% +$1.2M 0.37% 80
2020
Q4 		$2.73M Buy
56,982
+625
+1% +$28.3K 0.24% 114
2020
Q3 		$2.14M Sell
56,357
-5,156
-8% -$194K 0.19% 122
2020
Q2 		$2.31M Buy
+61,513
New +$2.22M 0.22% 116
2019
Q4 		– Sell
-44,628
Closed -$2.38M – 391
2019
Q3 		$2.38M Buy
44,628
+2,424
+6% +$120K 0.24% 114
2019
Q2 		$2.07M Buy
42,204
+3,050
+8% +$149K 0.22% 120
2019
Q1 		$1.82M Hold
39,154
– – 0.2% 126
2018
Q4 		$1.7M Sell
39,154
-1,099
-3% -$52.8K 0.21% 121
2018
Q3 		$1.95M Buy
40,253
+3,800
+10% +$195K 0.21% 121
2018
Q2 		$1.84M Buy
36,453
+11,400
+46% +$606K 0.21% 126
2018
Q1 		$1.3M Buy
25,053
+18,950
+311% +$1.02M 0.15% 152
2017
Q4 		$303K Buy
+6,103
New +$295K 0.04% 319
2017
Q2 		– Sell
-4,881
Closed -$218K – 376
2017
Q1 		$218K Hold
4,881
– – 0.03% 348
2016
Q4 		$230K Buy
+4,881
New +$208K 0.03% 342

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

Leavell Investment Management's TFC Position: Q2 2026 in Review

Leavell Investment Management reduced its Truist Financial (TFC) stake by 14% in Q2 2026, selling an estimated $87.3K and leaving 10,713 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #427.

Leavell Investment Management first reported a position in TFC in Q4 2016 and has held it in 35 quarters since. The position peaked at $4.93M in Q4 2021. 385 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Leavell Investment Management held 10,713 shares of Truist Financial worth $534K as of Q2 2026.
  • Leavell Investment Management sold 1,774 Truist Financial shares in Q2 2026, an estimated $87.3K.
  • Truist Financial made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #427 holding.
  • Leavell Investment Management first reported a position in Truist Financial in Q4 2016 and has held it in 35 quarters since.
  • Leavell Investment Management's Truist Financial position peaked at $4.93M in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.