Pathway Financial Advisers’s Truist Financial TFC Stock Holding History

Pathway Financial Advisers’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	$2.13M	Sell	42,675 -252	-0.6%	-$12.4K	0.54%	67
2026 Q1	$1.97M	Sell	42,927 -1,682	-4%	-$83.1K	0.56%	65
2025 Q4	$2.2M	Sell	44,609 -1,055	-2%	-$48.6K	0.64%	58
2025 Q3	$2.09M	Sell	45,664 -1,091	-2%	-$49.2K	0.61%	61
2025 Q2	$2.01M	Sell	46,755 -205	-0.4%	-$8.02K	0.65%	54
2025 Q1	$1.93M	Sell	46,960 -1,301	-3%	-$58K	0.66%	55
2024 Q4	$2.09M	Buy	48,261 +86	+0.2%	+$3.84K	0.7%	47
2024 Q3	$2.06M	Buy	48,175 +54	+0.1%	+$2.28K	0.93%	39
2024 Q2	$1.87M	Sell	48,121 -38	-0.1%	-$1.44K	0.67%	49
2024 Q1	$1.88M	Buy	48,159 +4,489	+10%	+$164K	0.68%	52
2023 Q4	$1.61M	Sell	43,670 -2,228	-5%	-$69.9K	0.61%	60
2023 Q3	$1.31M	Buy	+45,898	New	+$1.41M	0.54%	64
2023 Q1	$1.49M	Buy	43,669 +4,131	+10%	+$180K	0.6%	59
2022 Q4	$1.7M	Buy	+39,538	New	+$1.73M	0.69%	53

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

Pathway Financial Advisers's TFC Position: Q2 2026 in Review

Pathway Financial Advisers reduced its Truist Financial (TFC) stake by 0.59% in Q2 2026, selling an estimated $12.4K and leaving 42,675 shares worth $2.13M. The position accounts for 0.54% of the portfolio, ranked #67.

Pathway Financial Advisers first reported a position in TFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.2M in Q4 2025. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Pathway Financial Advisers held 42,675 shares of Truist Financial worth $2.13M as of Q2 2026.
Pathway Financial Advisers sold 252 Truist Financial shares in Q2 2026, an estimated $12.4K.
Truist Financial made up 0.54% of Pathway Financial Advisers's portfolio in Q2 2026, its #67 holding.
Pathway Financial Advisers first reported a position in Truist Financial in Q4 2022 and has held it in 14 quarters since.
Pathway Financial Advisers's Truist Financial position peaked at $2.2M in Q4 2025.
740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.