Meriwether Wealth & Planning’s Truist Financial TFC Stock Holding History

Meriwether Wealth & Planning’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	$127K	Buy	+2,748	New	+$140K	0.06%	153

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

Meriwether Wealth & Planning's TFC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Truist Financial (TFC) in Q3 2026: 2,748 shares worth $127K. The stake represents 0.06% of the portfolio and ranks #153 among its holdings.

448 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Meriwether Wealth & Planning held 2,748 shares of Truist Financial worth $127K as of Q3 2026.
Truist Financial was a new Meriwether Wealth & Planning position in Q3 2026.
Truist Financial made up 0.06% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #153 holding.
448 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.