Lee, Danner & Bass
TFC icon

Lee, Danner & Bass’s Truist Financial TFC Stock Holding History

Lee, Danner & Bass’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 		$2.81M Sell
60,643
-79
-0.1% -$4.01K 0.16% 99
2026
Q2 		$3.03M Sell
60,722
-620
-1% -$30.5K 0.17% 99
2026
Q1 		$2.82M Buy
61,342
+1,062
+2% +$52.5K 0.18% 100
2025
Q4 		$2.97M Buy
60,280
+1,786
+3% +$82.3K 0.21% 86
2025
Q3 		$2.67M Sell
58,494
-458
-0.8% -$20.6K 0.19% 89
2025
Q2 		$2.53M Sell
58,952
-195
-0.3% -$7.63K 0.2% 93
2025
Q1 		$2.43M Sell
59,147
-2
-0% -$89 0.2% 92
2024
Q4 		$2.57M Buy
59,149
+848
+1% +$37.8K 0.2% 87
2024
Q3 		$2.49M Buy
58,301
+548
+0.9% +$23.1K 0.18% 96
2024
Q2 		$2.24M Buy
+57,753
New +$2.18M 0.17% 96
2023
Q4 		$2.1M Sell
56,859
-7,041
-11% -$221K 0.18% 100
2023
Q3 		$1.83M Sell
63,900
-400
-0.6% -$12.3K 0.17% 101
2023
Q2 		$1.95M Buy
64,300
+223
+0.3% +$6.93K 0.17% 100
2023
Q1 		$2.18M Sell
64,077
-405
-0.6% -$17.7K 0.2% 93
2022
Q4 		$2.78M Buy
64,482
+366
+0.6% +$16.1K 0.26% 82
2022
Q3 		$2.79M Buy
64,116
+7,050
+12% +$339K 0.3% 73
2022
Q2 		$2.71M Buy
57,066
+10,420
+22% +$514K 0.27% 77
2022
Q1 		$2.64M Sell
46,646
-1,197
-3% -$73.9K 0.23% 88
2021
Q4 		$2.8M Sell
47,843
-92
-0.2% -$5.62K 0.24% 82
2021
Q3 		$2.81M Buy
47,935
+123
+0.3% +$6.87K 0.26% 82
2021
Q2 		$2.65M Buy
47,812
+384
+0.8% +$22.6K 0.24% 85
2021
Q1 		$2.77M Hold
47,428
– – 0.27% 80
2020
Q4 		$2.27M Sell
47,428
-2,059
-4% -$93.2K 0.24% 84
2020
Q3 		$1.88M Sell
49,487
-600
-1% -$22.6K 0.22% 87
2020
Q2 		$1.88M Sell
50,087
-1,262
-2% -$45.5K 0.24% 85
2020
Q1 		$1.58M Buy
51,349
+3,609
+8% +$171K 0.23% 85
2019
Q4 		$2.69M Buy
+47,740
New +$2.58M 0.28% 78

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Lee, Danner & Bass's TFC Position: Q3 2026 in Review

Lee, Danner & Bass reduced its Truist Financial (TFC) stake by 0.13% in Q3 2026, selling an estimated $4.01K and leaving 60,643 shares worth $2.81M. The position accounts for 0.16% of the portfolio, ranked #99.

Lee, Danner & Bass first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.03M in Q2 2026. 652 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Lee, Danner & Bass held 60,643 shares of Truist Financial worth $2.81M as of Q3 2026.
  • Lee, Danner & Bass sold 79 Truist Financial shares in Q3 2026, an estimated $4.01K.
  • Truist Financial made up 0.16% of Lee, Danner & Bass's portfolio in Q3 2026, its #99 holding.
  • Lee, Danner & Bass first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Lee, Danner & Bass's Truist Financial position peaked at $3.03M in Q2 2026.
  • 652 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.