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Linscomb Wealth’s Truist Financial TFC Stock Holding History

Linscomb Wealth’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 		$6.08M Sell
122,015
-4,047
-3% -$199K 0.26% 80
2026
Q1 		$5.8M Sell
126,062
-31,227
-20% -$1.54M 0.26% 81
2025
Q4 		$7.74M Sell
157,289
-2,707
-2% -$125K 0.32% 71
2025
Q3 		$7.32M Buy
159,996
+1,667
+1% +$75.2K 0.32% 70
2025
Q2 		$6.81M Buy
158,329
+5,525
+4% +$216K 0.31% 72
2025
Q1 		$6.29M Buy
152,804
+3,592
+2% +$160K 0.31% 75
2024
Q4 		$6.47M Buy
149,212
+27
+0% +$1.21K 0.32% 69
2024
Q3 		$6.38M Sell
149,185
-46
-0% -$1.94K 0.32% 76
2024
Q2 		$5.8M Sell
149,231
-988
-0.7% -$37.3K 0.3% 76
2024
Q1 		$5.86M Buy
150,219
+3,077
+2% +$113K 0.3% 78
2023
Q4 		$5.43M Sell
147,142
-1,671
-1% -$52.5K 0.3% 78
2023
Q3 		$4.26M Sell
148,813
-3,625
-2% -$111K 0.25% 91
2023
Q2 		$4.63M Buy
152,438
+626
+0.4% +$19.4K 0.25% 90
2023
Q1 		$5.18M Buy
151,812
+430
+0.3% +$18.8K 0.27% 85
2022
Q4 		$6.51M Buy
151,382
+6,513
+4% +$286K 0.33% 71
2022
Q3 		$6.31M Buy
144,869
+1,776
+1% +$85.5K 0.38% 68
2022
Q2 		$6.79M Buy
143,093
+1,124
+0.8% +$55.4K 0.39% 69
2022
Q1 		$8.05M Buy
141,969
+4,618
+3% +$285K 0.38% 66
2021
Q4 		$8.04M Sell
137,351
-225
-0.2% -$13.7K 0.38% 69
2021
Q3 		$8.07M Buy
137,576
+2,552
+2% +$143K 0.42% 66
2021
Q2 		$7.49M Buy
135,024
+4,875
+4% +$286K 0.38% 70
2021
Q1 		$7.59M Buy
130,149
+3,947
+3% +$216K 0.41% 64
2020
Q4 		$6.05M Buy
126,202
+2,716
+2% +$123K 0.36% 71
2020
Q3 		$4.7M Buy
123,486
+6,502
+6% +$245K 0.32% 75
2020
Q2 		$4.39M Buy
116,984
+31,836
+37% +$1.15M 0.32% 75
2020
Q1 		$2.63M Buy
85,148
+7,276
+9% +$344K 0.23% 81
2019
Q4 		$4.39M Buy
77,872
+2,995
+4% +$162K 0.29% 70
2019
Q3 		$4M Buy
74,877
+7,690
+11% +$381K 0.32% 64
2019
Q2 		$3.3M Buy
67,187
+6,517
+11% +$319K 0.27% 67
2019
Q1 		$2.82M Buy
60,670
+10,424
+21% +$509K 0.24% 76
2018
Q4 		$2.18M Sell
50,246
-5,856
-10% -$281K 0.21% 79
2018
Q3 		$2.72M Buy
56,102
+2,237
+4% +$115K 0.22% 75
2018
Q2 		$2.72M Buy
53,865
+5,797
+12% +$308K 0.23% 74
2018
Q1 		$2.5M Buy
48,068
+5,157
+12% +$278K 0.21% 75
2017
Q4 		$2.13M Buy
42,911
+29,751
+226% +$1.44M 0.18% 81
2017
Q3 		$618K Sell
13,160
-1,228
-9% -$56.5K 0.05% 149
2017
Q2 		$653K Sell
14,388
-503
-3% -$21.8K 0.06% 142
2017
Q1 		$666K Buy
14,891
+310
+2% +$14.5K 0.06% 141
2016
Q4 		$686K Buy
14,581
+193
+1% +$8.21K 0.06% 140
2016
Q3 		$543K Buy
14,388
+421
+3% +$15.7K 0.05% 155
2016
Q2 		$497K Buy
+13,967
New +$488K 0.05% 160

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Linscomb Wealth's TFC Position: Q2 2026 in Review

Linscomb Wealth reduced its Truist Financial (TFC) stake by 3.2% in Q2 2026, selling an estimated $199K and leaving 122,015 shares worth $6.08M. The position accounts for 0.26% of the portfolio, ranked #80.

Linscomb Wealth first reported a position in TFC in Q2 2016 and has held it in 41 quarters since. The position peaked at $8.07M in Q3 2021. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Linscomb Wealth held 122,015 shares of Truist Financial worth $6.08M as of Q2 2026.
  • Linscomb Wealth sold 4,047 Truist Financial shares in Q2 2026, an estimated $199K.
  • Truist Financial made up 0.26% of Linscomb Wealth's portfolio in Q2 2026, its #80 holding.
  • Linscomb Wealth first reported a position in Truist Financial in Q2 2016 and has held it in 41 quarters since.
  • Linscomb Wealth's Truist Financial position peaked at $8.07M in Q3 2021.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.