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Patriot Financial Group Insurance Agency’s Truist Financial TFC Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.04M Sell
20,970
-32,932
-61% -$1.62M 0.11% 219
2026
Q1 		$2.48M Buy
53,902
+28,918
+116% +$1.43M 0.14% 178
2025
Q4 		$1.23M Buy
24,984
+1,590
+7% +$73.2K 0.15% 176
2025
Q3 		$1.07M Sell
23,394
-1,280
-5% -$57.7K 0.14% 188
2025
Q2 		$1.06M Buy
24,674
+8,456
+52% +$331K 0.12% 197
2025
Q1 		$667K Buy
16,218
+394
+2% +$17.6K 0.09% 245
2024
Q4 		$686K Buy
15,824
+750
+5% +$33.5K 0.09% 231
2024
Q3 		$645K Buy
15,074
+735
+5% +$31K 0.09% 252
2024
Q2 		$557K Buy
14,339
+275
+2% +$10.4K 0.08% 259
2024
Q1 		$548K Buy
14,064
+964
+7% +$35.3K 0.09% 256
2023
Q4 		$484K Sell
13,100
-125
-0.9% -$3.92K 0.09% 251
2023
Q3 		$378K Buy
13,225
+500
+4% +$15.4K 0.08% 290
2023
Q2 		$386K Sell
12,725
-1,076
-8% -$33.4K 0.07% 288
2023
Q1 		$471K Buy
13,801
+2,401
+21% +$105K 0.1% 228
2022
Q4 		$491K Buy
11,400
+5,625
+97% +$247K 0.07% 214
2022
Q3 		$251K Sell
5,775
-142
-2% -$6.83K 0.06% 335
2022
Q2 		$281K Buy
5,917
+1,101
+23% +$54.3K 0.06% 317
2022
Q1 		$273K Sell
4,816
-67
-1% -$4.14K 0.05% 347
2021
Q4 		$286K Sell
4,883
-773
-14% -$47.2K 0.05% 367
2021
Q3 		$332K Buy
5,656
+705
+14% +$39.4K 0.06% 321
2021
Q2 		$275K Buy
4,951
+992
+25% +$58.3K 0.05% 357
2021
Q1 		$231K Sell
3,959
-46
-1% -$2.52K 0.05% 350
2020
Q4 		$192K Buy
4,005
+1,659
+71% +$75.1K 0.05% 357
2020
Q3 		$89K Buy
2,346
+145
+7% +$5.46K 0.03% 418
2020
Q2 		$83K Sell
2,201
-191
-8% -$6.88K 0.03% 395
2020
Q1 		$74K Buy
2,392
+1,167
+95% +$55.2K 0.03% 373
2019
Q4 		$69K Buy
1,225
+725
+145% +$39.3K 0.03% 420
2019
Q3 		$27K Hold
500
– – 0.01% 570
2019
Q2 		$24K Hold
500
– – 0.01% 594
2019
Q1 		$23K Sell
500
-34
-6% -$1.66K 0.01% 521
2018
Q4 		$23K Buy
+534
New +$25.6K 0.02% 445

Other funds holding TFC

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
SAM
SEB Asset Management Stockholm $26.6B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TFC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Truist Financial (TFC) stake by 61% in Q2 2026, selling an estimated $1.62M and leaving 20,970 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #219.

Patriot Financial Group Insurance Agency first reported a position in TFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.48M in Q1 2026. 903 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 20,970 shares of Truist Financial worth $1.04M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 32,932 Truist Financial shares in Q2 2026, an estimated $1.62M.
  • Truist Financial made up 0.11% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #219 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Truist Financial in Q4 2018 and has held it in 31 quarters since.
  • Patriot Financial Group Insurance Agency's Truist Financial position peaked at $2.48M in Q1 2026.
  • 903 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.