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Patrick M. Sweeney & Associates’s Truist Financial TFC Stock Holding History

Patrick M. Sweeney & Associates’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 		$291K Sell
5,836
-216
-4% -$10.6K 0.17% 135
2026
Q1 		$278K Buy
6,052
+1
+0% +$49 0.18% 133
2025
Q4 		$298K Sell
6,051
-234
-4% -$10.8K 0.19% 126
2025
Q3 		$287K Sell
6,285
-98
-2% -$4.42K 0.19% 126
2025
Q2 		$291K Buy
6,383
+1
+0% +$39 0.2% 121
2025
Q1 		$263K Buy
6,382
+136
+2% +$6.06K 0.2% 125
2024
Q4 		$271K Buy
6,246
+1
+0% +$45 0.2% 120
2024
Q3 		$267K Buy
6,245
+538
+9% +$22.7K 0.2% 124
2024
Q2 		$222K Buy
5,707
+1
+0% +$38 0.18% 128
2024
Q1 		$222K Buy
5,706
+1
+0% +$37 0.18% 126
2023
Q4 		$211K Buy
+5,705
New +$179K 0.19% 120

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Patrick M. Sweeney & Associates's TFC Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its Truist Financial (TFC) stake by 3.6% in Q2 2026, selling an estimated $10.6K and leaving 5,836 shares worth $291K. The position accounts for 0.17% of the portfolio, ranked #135.

Patrick M. Sweeney & Associates first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $298K in Q4 2025. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Patrick M. Sweeney & Associates held 5,836 shares of Truist Financial worth $291K as of Q2 2026.
  • Patrick M. Sweeney & Associates sold 216 Truist Financial shares in Q2 2026, an estimated $10.6K.
  • Truist Financial made up 0.17% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #135 holding.
  • Patrick M. Sweeney & Associates first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's Truist Financial position peaked at $298K in Q4 2025.
  • 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.