Pathway Financial Advisors’s Truist Financial TFC Stock Holding History

Pathway Financial Advisors’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	-4,726	Closed	-$241K	–	133
2026 Q2	$241K	Buy	4,726 +100	+2%	+$4.92K	0.03%	126
2026 Q1	$218K	Hold	4,626	–	–	0.03%	131
2025 Q4	$237K	Hold	4,626	–	–	0.03%	134
2025 Q3	$212K	Buy	+4,626	New	+$209K	0.03%	138
2025 Q2	–	Sell	-12,059	Closed	-$496K	–	171
2025 Q1	$496K	Sell	12,059 -65	-0.5%	-$2.9K	0.09%	92
2024 Q4	$526K	Buy	12,124 +260	+2%	+$11.6K	0.12%	93
2024 Q3	$507K	Hold	11,864	–	–	0.13%	91
2024 Q2	$461K	Hold	11,864	–	–	0.12%	94
2024 Q1	$462K	Hold	11,864	–	–	0.13%	94
2023 Q4	$438K	Sell	11,864 -188	-2%	-$5.9K	0.13%	92
2023 Q3	$345K	Buy	12,052 +188	+2%	+$5.78K	0.12%	89
2023 Q2	$360K	Hold	11,864	–	–	0.12%	87
2023 Q1	$405K	Hold	11,864	–	–	0.14%	77
2022 Q4	$511K	Hold	11,864	–	–	0.16%	63
2022 Q3	$517K	Hold	11,864	–	–	0.18%	60
2022 Q2	$563K	Hold	11,864	–	–	0.23%	56
2022 Q1	$673K	Hold	11,864	–	–	0.25%	50
2021 Q4	$745K	Buy	+11,864	New	+$725K	0.27%	48
2021 Q1	$715K	Hold	11,864	–	–	0.28%	43
2020 Q4	$676K	Hold	11,864	–	–	0.28%	42
2020 Q3	$460K	Sell	11,864 -424	-3%	-$16K	0.18%	53
2020 Q2	$461K	Hold	12,288	–	–	0.14%	49
2020 Q1	$334K	Hold	12,288	–	–	0.11%	59
2019 Q4	$692K	Buy	+12,288	New	+$665K	0.2%	49

Other funds holding TFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pathway Financial Advisors's TFC Position: Q3 2026 in Review

Pathway Financial Advisors sold out of Truist Financial (TFC) in Q3 2026, closing a stake of 4,726 shares — an estimated $241K sold.

Pathway Financial Advisors first reported a position in TFC in Q4 2019 and held it in 24 quarters. The position peaked at $745K in Q4 2021. 977 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Pathway Financial Advisors reported no remaining Truist Financial position as of Q3 2026 after selling out during the quarter.
Pathway Financial Advisors sold 4,726 Truist Financial shares in Q3 2026, an estimated $241K.
Pathway Financial Advisors first reported a position in Truist Financial in Q4 2019 and held it in 24 quarters.
Pathway Financial Advisors's Truist Financial position peaked at $745K in Q4 2021.
977 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.