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Legacy Wealth Asset Management’s Truist Financial TFC Stock Holding History

Legacy Wealth Asset 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
Q3 		$614K Sell
13,263
-2,894
-18% -$147K 0.13% 224
2026
Q2 		$805K Sell
16,157
-614
-4% -$30.2K 0.18% 166
2026
Q1 		$771K Buy
16,771
+141
+0.8% +$6.97K 0.19% 176
2025
Q4 		$818K Sell
16,630
-88
-0.5% -$4.05K 0.2% 151
2025
Q3 		$764K Buy
16,718
+261
+2% +$11.8K 0.19% 163
2025
Q2 		$707K Buy
16,457
+141
+0.9% +$5.52K 0.18% 164
2025
Q1 		$671K Sell
16,316
-436
-3% -$19.4K 0.19% 171
2024
Q4 		$727K Sell
16,752
-573
-3% -$25.6K 0.2% 150
2024
Q3 		$741K Sell
17,325
-39
-0.2% -$1.65K 0.2% 146
2024
Q2 		$675K Sell
17,364
-7,022
-29% -$265K 0.19% 157
2024
Q1 		$951K Buy
24,386
+180
+0.7% +$6.58K 0.26% 105
2023
Q4 		$894K Sell
24,206
-1,749
-7% -$54.9K 0.29% 101
2023
Q3 		$743K Sell
25,955
-98
-0.4% -$3.01K 0.27% 112
2023
Q2 		$791K Buy
26,053
+15,438
+145% +$479K 0.28% 101
2023
Q1 		$362K Buy
10,615
+119
+1% +$5.2K 0.13% 272
2022
Q4 		$452K Buy
10,496
+265
+3% +$11.6K 0.17% 208
2022
Q3 		$445K Buy
+10,231
New +$492K 0.19% 181

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
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
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Legacy Wealth Asset Management's TFC Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Truist Financial (TFC) stake by 18% in Q3 2026, selling an estimated $147K and leaving 13,263 shares worth $614K. The position accounts for 0.13% of the portfolio, ranked #224.

Legacy Wealth Asset Management first reported a position in TFC in Q3 2022 and has held it in 17 quarters since. The position peaked at $951K in Q1 2024. 63 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Legacy Wealth Asset Management held 13,263 shares of Truist Financial worth $614K as of Q3 2026.
  • Legacy Wealth Asset Management sold 2,894 Truist Financial shares in Q3 2026, an estimated $147K.
  • Truist Financial made up 0.13% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #224 holding.
  • Legacy Wealth Asset Management first reported a position in Truist Financial in Q3 2022 and has held it in 17 quarters since.
  • Legacy Wealth Asset Management's Truist Financial position peaked at $951K in Q1 2024.
  • 63 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.