LongView Wealth Management
TFC icon

LongView Wealth Management’s Truist Financial TFC Stock Holding History

LongView Wealth 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 		$240K Hold
5,191
– – 0.06% 212
2026
Q2 		$259K Sell
5,191
-138
-3% -$6.79K 0.07% 198
2026
Q1 		$264K Sell
5,329
-212
-4% -$10.5K 0.07% 210
2025
Q4 		$278K Buy
5,541
+702
+15% +$32.3K 0.07% 213
2025
Q3 		$221K Sell
4,839
-115
-2% -$5.18K 0.06% 214
2025
Q2 		$213K Sell
4,954
-21
-0.4% -$822 0.06% 205
2025
Q1 		$205K Hold
4,975
– – 0.06% 198
2024
Q4 		$216K Hold
4,975
– – 0.07% 193
2024
Q3 		$213K Sell
4,975
-347
-7% -$14.7K 0.07% 189
2024
Q2 		$207K Sell
5,322
-149
-3% -$5.63K 0.08% 176
2024
Q1 		$213K Sell
5,471
-1,421
-21% -$52K 0.08% 167
2023
Q4 		$260K Buy
+6,892
New +$216K 0.12% 148

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Artemis Investment Management
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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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

LongView Wealth Management's TFC Position: Q3 2026 in Review

LongView Wealth Management held its Truist Financial (TFC) position steady in Q3 2026 at 5,191 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #212.

LongView Wealth Management first reported a position in TFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $278K in Q4 2025. 373 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • LongView Wealth Management held 5,191 shares of Truist Financial worth $240K as of Q3 2026.
  • LongView Wealth Management left its Truist Financial share count unchanged in Q3 2026.
  • Truist Financial made up 0.06% of LongView Wealth Management's portfolio in Q3 2026, its #212 holding.
  • LongView Wealth Management first reported a position in Truist Financial in Q4 2023 and has held it in 12 quarters since.
  • LongView Wealth Management's Truist Financial position peaked at $278K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.