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Paragon Capital Management (Colorado)’s Truist Financial TFC Stock Holding History

Paragon Capital Management (Colorado)’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 		– Sell
-4,220
Closed -$210K – 227
2026
Q2 		$210K Sell
4,220
-651
-13% -$32K 0.04% 206
2026
Q1 		$224K Sell
4,871
-207
-4% -$10.2K 0.05% 175
2025
Q4 		$250K Buy
5,078
+56
+1% +$2.58K 0.05% 146
2025
Q3 		$230K Sell
5,022
-252
-5% -$11.4K 0.04% 160
2025
Q2 		$227K Sell
5,274
-1,916
-27% -$75K 0.04% 165
2025
Q1 		$296K Buy
7,190
+79
+1% +$3.52K 0.06% 129
2024
Q4 		$309K Sell
7,111
-88
-1% -$3.93K 0.06% 121
2024
Q3 		$308K Buy
7,199
+82
+1% +$3.46K 0.06% 129
2024
Q2 		$276K Buy
+7,117
New +$269K 0.05% 124
2022
Q3 		– Sell
-4,357
Closed -$207K – 161
2022
Q2 		$207K Buy
4,357
+763
+21% +$37.6K 0.06% 125
2022
Q1 		$204K Buy
3,594
+117
+3% +$7.23K 0.04% 178
2021
Q4 		$204K Sell
3,477
-41
-1% -$2.5K 0.03% 183
2021
Q3 		$206K Buy
+3,518
New +$197K 0.04% 163
2018
Q4 		– Sell
-5,361
Closed -$260K – 243
2018
Q3 		$260K Buy
5,361
+5
+0.1% +$257 0.22% 155
2018
Q2 		$270K Sell
5,356
-237
-4% -$12.6K 0.24% 138
2018
Q1 		$291K Sell
5,593
-169
-3% -$9.1K 0.13% 98
2017
Q4 		$286K Hold
5,762
– – 0.11% 109
2017
Q3 		$270K Buy
+5,762
New +$265K 0.1% 132

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
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 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

Paragon Capital Management (Colorado)'s TFC Position: Q3 2026 in Review

Paragon Capital Management (Colorado) sold out of Truist Financial (TFC) in Q3 2026, closing a stake of 4,220 shares — an estimated $210K sold.

Paragon Capital Management (Colorado) first reported a position in TFC in Q3 2017 and held it in 18 quarters. The position peaked at $309K in Q4 2024. 68 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Paragon Capital Management (Colorado) reported no remaining Truist Financial position as of Q3 2026 after selling out during the quarter.
  • Paragon Capital Management (Colorado) sold 4,220 Truist Financial shares in Q3 2026, an estimated $210K.
  • Paragon Capital Management (Colorado) first reported a position in Truist Financial in Q3 2017 and held it in 18 quarters.
  • Paragon Capital Management (Colorado)'s Truist Financial position peaked at $309K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q3 2026, filed 9 Oct 2026.