Patrick M. Sweeney & Associates
TFC icon

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
Q3 		$264K Sell
5,700
-136
-2% -$6.91K 0.15% 145
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Patrick M. Sweeney & Associates's TFC Position: Q3 2026 in Review

Patrick M. Sweeney & Associates reduced its Truist Financial (TFC) stake by 2.3% in Q3 2026, selling an estimated $6.91K and leaving 5,700 shares worth $264K. The position accounts for 0.15% of the portfolio, ranked #145.

Patrick M. Sweeney & Associates first reported a position in TFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $298K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Patrick M. Sweeney & Associates held 5,700 shares of Truist Financial worth $264K as of Q3 2026.
  • Patrick M. Sweeney & Associates sold 136 Truist Financial shares in Q3 2026, an estimated $6.91K.
  • Truist Financial made up 0.15% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #145 holding.
  • Patrick M. Sweeney & Associates first reported a position in Truist Financial in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's Truist Financial position peaked at $298K in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.