Paragon Private Wealth Management’s Truist Financial TFC Stock Holding History

Paragon Private 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 Q2	$966K	Buy	19,397 +1,959	+11%	+$96.4K	0.25%	105
2026 Q1	$802K	Buy	17,438 +1,980	+13%	+$97.8K	0.25%	112
2025 Q4	$761K	Buy	15,458 +2,583	+20%	+$119K	0.23%	114
2025 Q3	$589K	Buy	12,875 +3,005	+30%	+$135K	0.19%	128
2025 Q2	$424K	Buy	9,870 +2,604	+36%	+$102K	0.17%	137
2025 Q1	$299K	Buy	+7,266	New	+$324K	0.14%	150

Other funds holding TFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Paragon Private Wealth Management's TFC Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Truist Financial (TFC) stake by 11% in Q2 2026, buying an estimated $96.4K and bringing the position to 19,397 shares worth $966K. The position accounts for 0.25% of the portfolio, ranked #105.

Paragon Private Wealth Management first reported a position in TFC in Q1 2025 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Paragon Private Wealth Management held 19,397 shares of Truist Financial worth $966K as of Q2 2026.
Paragon Private Wealth Management bought 1,959 Truist Financial shares in Q2 2026, an estimated $96.4K.
Truist Financial made up 0.25% of Paragon Private Wealth Management's portfolio in Q2 2026, its #105 holding.
Paragon Private Wealth Management first reported a position in Truist Financial in Q1 2025 and has held it in 6 quarters since.
730 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.