Patten & Patten’s Truist Financial TFC Stock Holding History

Patten & Patten’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	$2.8M	Sell	60,960 -41,868	-41%	-$2.07M	0.17%	104
2025 Q4	$5.06M	Sell	102,828 -1,410	-1%	-$64.9K	0.3%	78
2025 Q3	$4.77M	Buy	104,238 +3,111	+3%	+$140K	0.28%	80
2025 Q2	$4.35M	Sell	101,127 -5,345	-5%	-$209K	0.28%	77
2025 Q1	$4.38M	Sell	106,472 -3,186	-3%	-$142K	0.29%	68
2024 Q4	$4.76M	Sell	109,658 -8,040	-7%	-$359K	0.31%	67
2024 Q3	$5.03M	Sell	117,698 -4,322	-4%	-$183K	0.33%	64
2024 Q2	$4.74M	Sell	122,020 -13,436	-10%	-$508K	0.33%	64
2024 Q1	$5.28M	Sell	135,456 -14,768	-10%	-$540K	0.38%	63
2023 Q4	$5.55M	Sell	150,224 -30,409	-17%	-$955K	0.46%	56
2023 Q3	$5.17M	Sell	180,633 -21,566	-11%	-$663K	0.45%	56
2023 Q2	$6.14M	Buy	202,199 +4,695	+2%	+$146K	0.51%	54
2023 Q1	$6.73M	Buy	197,504 +4,549	+2%	+$199K	0.59%	51
2022 Q4	$8.3M	Sell	192,955 -24,739	-11%	-$1.09M	0.75%	45
2022 Q3	$9.48M	Buy	217,694 +2,133	+1%	+$103K	0.9%	31
2022 Q2	$10.2M	Sell	215,561 -5,660	-3%	-$279K	0.9%	32
2022 Q1	$12.5M	Buy	221,221 +6,760	+3%	+$418K	0.92%	30
2021 Q4	$12.6M	Buy	214,461 +10,467	+5%	+$639K	0.87%	34
2021 Q3	$12M	Buy	203,994 +8,552	+4%	+$478K	0.91%	33
2021 Q2	$10.8M	Buy	195,442 +13,229	+7%	+$777K	0.83%	39
2021 Q1	$10.6M	Buy	182,213 +21,073	+13%	+$1.15M	0.87%	35
2020 Q4	$7.72M	Buy	161,140 +37,051	+30%	+$1.68M	0.67%	45
2020 Q3	$4.72M	Buy	124,089 +547	+0.4%	+$20.6K	0.47%	59
2020 Q2	$4.64M	Sell	123,542 -5,016	-4%	-$181K	0.51%	53
2020 Q1	$3.96M	Sell	128,558 -8,156	-6%	-$386K	0.52%	47
2019 Q4	$7.7M	Buy	136,714 +70,154	+105%	+$3.8M	0.77%	42
2019 Q3	$3.55M	Sell	66,560 -3,323	-5%	-$165K	0.39%	69
2019 Q2	$3.43M	Sell	69,883 -874	-1%	-$42.8K	0.37%	68
2019 Q1	$3.29M	Sell	70,757 -968	-1%	-$47.2K	0.36%	73
2018 Q4	$3.11M	Sell	71,725 -574	-0.8%	-$27.6K	0.38%	67
2018 Q3	$3.51M	Sell	72,299 -14,054	-16%	-$721K	0.35%	75
2018 Q2	$4.36M	Sell	86,353 -2,350	-3%	-$125K	0.45%	61
2018 Q1	$4.62M	Sell	88,703 -850	-0.9%	-$45.8K	0.47%	62
2017 Q4	$4.45M	Buy	89,553 +1,700	+2%	+$82.1K	0.45%	64
2017 Q3	$4.12M	Buy	87,853 +4,065	+5%	+$187K	0.43%	66
2017 Q2	$3.81M	Buy	83,788 +6,606	+9%	+$287K	0.42%	65
2017 Q1	$3.45M	Buy	77,182 +47,695	+162%	+$2.23M	0.4%	67
2016 Q4	$1.39M	Buy	29,487 +21,505	+269%	+$915K	0.17%	97
2016 Q3	$301K	Sell	7,982 -68	-0.8%	-$2.53K	0.04%	184
2016 Q2	$287K	Buy	+8,050	New	+$281K	0.04%	184
2016 Q1	–	Sell	-5,782	Closed	-$219K	–	214
2015 Q4	$219K	Hold	5,782	–	–	0.03%	209
2015 Q3	$206K	Buy	5,782 +300	+5%	+$11.6K	0.03%	194
2015 Q2	$221K	Hold	5,482	–	–	0.03%	199
2015 Q1	$214K	Sell	5,482 -1,150	-17%	-$43.3K	0.03%	205
2014 Q4	$258K	Buy	6,632 +275	+4%	+$10.4K	0.04%	182
2014 Q3	$237K	Buy	6,357 +433	+7%	+$16.3K	0.04%	189
2014 Q2	$234K	Sell	5,924 -5,700	-49%	-$219K	0.04%	191
2014 Q1	$467K	Sell	11,624 -206	-2%	-$7.88K	0.06%	191
2013 Q4	$441K	Sell	11,830 -1,301	-10%	-$45K	0.06%	189
2013 Q3	$443K	Sell	13,131 -970	-7%	-$33.9K	0.07%	174
2013 Q2	$478K	Buy	+14,101	New	+$450K	0.08%	163

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patten & Patten's TFC Position: Q1 2026 in Review

Patten & Patten reduced its Truist Financial (TFC) stake by 41% in Q1 2026, selling an estimated $2.07M and leaving 60,960 shares worth $2.8M. The position accounts for 0.17% of the portfolio, ranked #104.

Patten & Patten first reported a position in TFC in Q2 2013 and has held it in 51 quarters since. The position peaked at $12.6M in Q4 2021. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Patten & Patten held 60,960 shares of Truist Financial worth $2.8M as of Q1 2026.
Patten & Patten sold 41,868 Truist Financial shares in Q1 2026, an estimated $2.07M.
Truist Financial made up 0.17% of Patten & Patten's portfolio in Q1 2026, its #104 holding.
Patten & Patten first reported a position in Truist Financial in Q2 2013 and has held it in 51 quarters since.
Patten & Patten's Truist Financial position peaked at $12.6M in Q4 2021.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.