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Patton Albertson Miller Group’s Truist Financial TFC Stock Holding History

Patton Albertson Miller 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 		$1.18M Sell
23,686
-402
-2% -$19.8K 0.12% 115
2026
Q1 		$1.11M Buy
24,088
+2,073
+9% +$102K 0.13% 112
2025
Q4 		$1.08M Sell
22,015
-1,524
-6% -$70.2K 0.13% 115
2025
Q3 		$1.08M Sell
23,539
-1,321
-5% -$59.6K 0.13% 115
2025
Q2 		$1.07M Buy
24,860
+971
+4% +$38K 0.14% 116
2025
Q1 		$983K Sell
23,889
-6,215
-21% -$277K 0.15% 118
2024
Q4 		$1.31M Buy
30,104
+2,385
+9% +$106K 0.17% 102
2024
Q3 		$1.19M Buy
27,719
+723
+3% +$30.5K 0.16% 104
2024
Q2 		$1.05M Sell
26,996
-2,333
-8% -$88.1K 0.15% 107
2024
Q1 		$1.14M Buy
29,329
+1,661
+6% +$60.8K 0.17% 102
2023
Q4 		$1.02M Sell
27,668
-2,354
-8% -$73.9K 0.17% 113
2023
Q3 		$859K Buy
30,022
+1,790
+6% +$55K 0.17% 117
2023
Q2 		$857K Sell
28,232
-5,026
-15% -$156K 0.17% 117
2023
Q1 		$1.13M Sell
33,258
-30
-0.1% -$1.31K 0.21% 107
2022
Q4 		$1.43M Hold
33,288
– – 0.26% 96
2022
Q3 		$1.45M Sell
33,288
-1,052
-3% -$50.6K 0.31% 91
2022
Q2 		$1.63M Sell
34,340
-259
-0.7% -$12.8K 0.33% 93
2022
Q1 		$1.96M Sell
34,599
-334
-1% -$20.6K 0.34% 92
2021
Q4 		$2.04M Buy
34,933
+567
+2% +$34.6K 0.33% 90
2021
Q3 		$2.02M Buy
34,366
+17,343
+102% +$969K 0.39% 86
2021
Q2 		$945K Sell
17,023
-3,554
-17% -$209K 0.22% 108
2021
Q1 		$1.2M Sell
20,577
-261
-1% -$14.3K 0.29% 93
2020
Q4 		$1.16M Sell
20,838
-1,877
-8% -$85K 0.28% 94
2020
Q3 		$864K Sell
22,715
-7,506
-25% -$283K 0.24% 104
2020
Q2 		$1.14M Sell
30,221
-1,502
-5% -$54.1K 0.33% 89
2020
Q1 		$978K Sell
31,723
-1,158
-4% -$54.8K 0.33% 93
2019
Q4 		$1.85M Buy
32,881
+24,062
+273% +$1.3M 0.49% 69
2019
Q3 		$471K Buy
8,819
+1,290
+17% +$63.9K 0.13% 164
2019
Q2 		$357K Buy
7,529
+2,457
+48% +$120K 0.1% 185
2019
Q1 		$236K Hold
5,072
– – 0.12% 108
2018
Q4 		$257K Sell
5,072
-1,700
-25% -$81.6K 0.14% 108
2018
Q3 		$312K Hold
6,772
– – 0.16% 106
2018
Q2 		$342K Buy
6,772
+375
+6% +$19.9K 0.17% 105
2018
Q1 		$333K Buy
6,397
+274
+4% +$14.8K 0.15% 101
2017
Q4 		$304K Sell
6,123
-235
-4% -$11.3K 0.12% 109
2017
Q3 		$303K Sell
6,358
-365
-5% -$16.8K 0.13% 112
2017
Q2 		$322K Hold
6,723
– – 0.14% 109
2017
Q1 		$292K Sell
6,723
-250
-4% -$11.7K 0.12% 118
2016
Q4 		$328K Buy
6,973
+223
+3% +$9.49K 0.14% 114
2016
Q3 		$255K Hold
6,750
– – 0.11% 121
2016
Q2 		$240K Sell
6,750
-250
-4% -$8.74K 0.11% 118
2016
Q1 		$233K Sell
7,000
-798
-10% -$26.5K 0.12% 117
2015
Q4 		$295K Hold
7,798
– – 0.15% 106
2015
Q3 		$278K Hold
7,798
– – 0.15% 104
2015
Q2 		$314K Sell
7,798
-195
-2% -$7.71K 0.14% 113
2015
Q1 		$312K Sell
7,993
-478
-6% -$18K 0.13% 125
2014
Q4 		$329K Buy
8,471
+196
+2% +$7.38K 0.15% 131
2014
Q3 		$311K Sell
8,275
-100
-1% -$3.78K 0.16% 136
2014
Q2 		$329K Hold
8,375
– – 0.17% 134
2014
Q1 		$336K Sell
8,375
-2,102
-20% -$80.4K 0.18% 128
2013
Q4 		$391K Sell
10,477
-266
-2% -$9.19K 0.23% 96
2013
Q3 		$363K Buy
10,743
+107
+1% +$3.74K 0.22% 94
2013
Q2 		$360K Buy
+10,636
New +$339K 0.22% 90

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

Patton Albertson Miller Group's TFC Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its Truist Financial (TFC) stake by 1.7% in Q2 2026, selling an estimated $19.8K and leaving 23,686 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #115.

Patton Albertson Miller Group first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.04M in Q4 2021. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Patton Albertson Miller Group held 23,686 shares of Truist Financial worth $1.18M as of Q2 2026.
  • Patton Albertson Miller Group sold 402 Truist Financial shares in Q2 2026, an estimated $19.8K.
  • Truist Financial made up 0.12% of Patton Albertson Miller Group's portfolio in Q2 2026, its #115 holding.
  • Patton Albertson Miller Group first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • Patton Albertson Miller Group's Truist Financial position peaked at $2.04M in Q4 2021.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.