Legacy Advisors’s Truist Financial TFC Stock Holding History

Legacy Advisors’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	$573K	Sell	12,384 -1,915	-13%	-$97.3K	0.05%	163
2026 Q2	$712K	Sell	14,299 -2,827	-17%	-$139K	0.07%	148
2026 Q1	$787K	Sell	17,126 -2,863	-14%	-$141K	0.09%	121
2025 Q4	$984K	Sell	19,989 -334	-2%	-$15.4K	0.11%	109
2025 Q3	$929K	Buy	+20,323	New	+$916K	0.11%	101
2025 Q1	$207K	Buy	+5,035	New	+$224K	0.02%	405
2024 Q2	–	Sell	-83,277	Closed	-$3.25M	–	343
2024 Q1	$3.25M	Buy	83,277 +167	+0.2%	+$6.11K	0.41%	47
2023 Q4	$3.07M	Buy	83,110 +67,558	+434%	+$2.12M	0.4%	53
2023 Q3	$445K	Buy	+15,552	New	+$478K	0.07%	193
2018 Q4	–	Sell	-900	Closed	-$44K	–	360
2018 Q3	$44K	Buy	+900	New	+$46.2K	0.02%	243
2017 Q4	–	Sell	-132	Closed	-$6K	–	423
2017 Q3	$6K	Buy	+132	New	+$6.07K	0.01%	272

Other funds holding TFC

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Legacy Advisors's TFC Position: Q3 2026 in Review

Legacy Advisors reduced its Truist Financial (TFC) stake by 13% in Q3 2026, selling an estimated $97.3K and leaving 12,384 shares worth $573K. The position accounts for 0.05% of the portfolio, ranked #163.

Legacy Advisors first reported a position in TFC in Q3 2017 and has held it in 11 quarters since. The position peaked at $3.25M in Q1 2024. 448 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Legacy Advisors held 12,384 shares of Truist Financial worth $573K as of Q3 2026.
Legacy Advisors sold 1,915 Truist Financial shares in Q3 2026, an estimated $97.3K.
Truist Financial made up 0.05% of Legacy Advisors's portfolio in Q3 2026, its #163 holding.
Legacy Advisors first reported a position in Truist Financial in Q3 2017 and has held it in 11 quarters since.
Legacy Advisors's Truist Financial position peaked at $3.25M in Q1 2024.
448 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.