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Patriot Investment Management Group’s Truist Financial TFC Stock Holding History

Patriot Investment Management Group’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 		$451K Hold
9,052
– – 0.03% 173
2026
Q1 		$416K Sell
9,052
-836
-8% -$41.3K 0.03% 173
2025
Q4 		$487K Sell
9,888
-189
-2% -$8.7K 0.03% 165
2025
Q3 		$461K Hold
10,077
– – 0.03% 165
2025
Q2 		$433K Buy
+10,077
New +$394K 0.03% 170
2023
Q1 		– Sell
-5,293
Closed -$259K – 378
2022
Q4 		$259K Hold
5,293
– – 0.02% 223
2022
Q3 		$230K Sell
5,293
-45
-0.8% -$2.17K 0.02% 221
2022
Q2 		$253K Hold
5,338
– – 0.02% 222
2022
Q1 		$302K Sell
5,338
-128
-2% -$7.91K 0.03% 220
2021
Q4 		$320K Sell
5,466
-119
-2% -$7.27K 0.03% 212
2021
Q3 		$327K Buy
5,585
+73
+1% +$4.08K 0.03% 203
2021
Q2 		$305K Buy
5,512
+201
+4% +$11.8K 0.03% 208
2021
Q1 		$309K Buy
+5,311
New +$291K 0.03% 202
2020
Q3 		– Sell
-4,940
Closed -$185K – 594
2020
Q2 		$185K Buy
+4,940
New +$178K 0.02% 215
2020
Q1 		– Sell
-6,283
Closed -$353K – 223
2019
Q4 		$353K Buy
6,283
+1,877
+43% +$102K 0.05% 175
2019
Q3 		$224K Sell
4,406
-1,112
-20% -$55.1K 0.03% 201
2019
Q2 		$271K Sell
5,518
-600
-10% -$29.4K 0.04% 187
2019
Q1 		$284K Buy
+6,118
New +$298K 0.04% 182

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Patriot Investment Management Group's TFC Position: Q2 2026 in Review

Patriot Investment Management Group held its Truist Financial (TFC) position steady in Q2 2026 at 9,052 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #173.

Patriot Investment Management Group first reported a position in TFC in Q1 2019 and has held it in 18 quarters since. The position peaked at $487K in Q4 2025. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Patriot Investment Management Group held 9,052 shares of Truist Financial worth $451K as of Q2 2026.
  • Patriot Investment Management Group left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.03% of Patriot Investment Management Group's portfolio in Q2 2026, its #173 holding.
  • Patriot Investment Management Group first reported a position in Truist Financial in Q1 2019 and has held it in 18 quarters since.
  • Patriot Investment Management Group's Truist Financial position peaked at $487K in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.