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Patten Group’s Truist Financial TFC Stock Holding History

Patten 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
Q1 		$1.13M Sell
24,567
-684
-3% -$33.8K 0.2% 132
2025
Q4 		$1.24M Sell
25,251
-68
-0.3% -$3.13K 0.23% 118
2025
Q3 		$1.16M Sell
25,319
-1,547
-6% -$69.7K 0.23% 121
2025
Q2 		$1.15M Sell
26,866
-1,324
-5% -$51.8K 0.24% 118
2025
Q1 		$1.16M Sell
28,190
-2,612
-8% -$116K 0.27% 111
2024
Q4 		$1.34M Sell
30,802
-5,475
-15% -$244K 0.3% 100
2024
Q3 		$1.55M Sell
36,277
-1,670
-4% -$70.5K 0.34% 82
2024
Q2 		$1.47M Sell
37,947
-1,939
-5% -$73.2K 0.35% 81
2024
Q1 		$1.55M Sell
39,886
-4,452
-10% -$163K 0.38% 77
2023
Q4 		$1.64M Sell
44,338
-1,408
-3% -$44.2K 0.44% 65
2023
Q3 		$1.31M Sell
45,746
-1,283
-3% -$39.5K 0.39% 75
2023
Q2 		$1.43M Sell
47,029
-69
-0.1% -$2.14K 0.21% 71
2023
Q1 		$1.61M Buy
47,098
+659
+1% +$28.8K 0.48% 56
2022
Q4 		$2M Buy
46,439
+209
+0.5% +$9.17K 0.63% 38
2022
Q3 		$2.01M Sell
46,230
-77
-0.2% -$3.71K 0.69% 36
2022
Q2 		$2.22M Sell
46,307
-1,087
-2% -$53.6K 0.71% 35
2022
Q1 		$2.69M Sell
47,394
-1,972
-4% -$122K 0.75% 30
2021
Q4 		$2.89M Sell
49,366
-102
-0.2% -$6.23K 0.77% 30
2021
Q3 		$2.9M Buy
49,468
+62
+0.1% +$3.46K 0.85% 26
2021
Q2 		$2.74M Buy
49,406
+49
+0.1% +$2.88K 0.81% 28
2021
Q1 		$2.88M Sell
49,357
-700
-1% -$38.4K 0.92% 20
2020
Q4 		$2.4M Buy
50,057
+4,959
+11% +$225K 0.65% 32
2020
Q3 		$1.72M Sell
45,098
-240
-0.5% -$9.04K 0.67% 40
2020
Q2 		$1.7M Sell
45,338
-147
-0.3% -$5.29K 0.73% 34
2020
Q1 		$1.4M Sell
45,485
-1,196
-3% -$56.6K 0.73% 41
2019
Q4 		$2.63M Buy
46,681
+39,958
+594% +$2.16M 0.98% 23
2019
Q3 		$359K Buy
6,723
+100
+2% +$4.96K 0.15% 148
2019
Q2 		$325K Buy
6,623
+190
+3% +$9.31K 0.13% 154
2019
Q1 		$299K Sell
6,433
-450
-7% -$22K 0.13% 153
2018
Q4 		$298K Sell
6,883
-100
-1% -$4.8K 0.14% 136
2018
Q3 		$339K Hold
6,983
– – 0.13% 151
2018
Q2 		$352K Hold
6,983
– – 0.14% 142
2018
Q1 		$363K Hold
6,983
– – 0.15% 136
2017
Q4 		$347K Hold
6,983
– – 0.14% 149
2017
Q3 		$328K Hold
6,983
– – 0.13% 152
2017
Q2 		$338K Buy
6,983
+121
+2% +$5.25K 0.14% 149
2017
Q1 		$302K Hold
6,862
– – 0.13% 145
2016
Q4 		$322K Hold
6,862
– – 0.14% 138
2016
Q3 		$261K Hold
6,862
– – 0.12% 154
2016
Q2 		$244K Hold
6,862
– – 0.11% 153
2016
Q1 		$228K Hold
6,862
– – 0.11% 152
2015
Q4 		$259K Hold
6,862
– – 0.12% 147
2015
Q3 		$244K Buy
6,862
+1,095
+19% +$42.3K 0.13% 149
2015
Q2 		$232K Hold
5,767
– – 0.11% 162
2015
Q1 		$225K Hold
5,767
– – 0.12% 158
2014
Q4 		$224K Buy
+5,767
New +$217K 0.11% 163

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patten Group's TFC Position: Q1 2026 in Review

Patten Group reduced its Truist Financial (TFC) stake by 2.7% in Q1 2026, selling an estimated $33.8K and leaving 24,567 shares worth $1.13M. The position accounts for 0.2% of the portfolio, ranked #132.

Patten Group first reported a position in TFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.9M in Q3 2021. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Patten Group held 24,567 shares of Truist Financial worth $1.13M as of Q1 2026.
  • Patten Group sold 684 Truist Financial shares in Q1 2026, an estimated $33.8K.
  • Truist Financial made up 0.2% of Patten Group's portfolio in Q1 2026, its #132 holding.
  • Patten Group first reported a position in Truist Financial in Q4 2014 and has held it in 46 quarters since.
  • Patten Group's Truist Financial position peaked at $2.9M in Q3 2021.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.