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Patton Fund Management’s Truist Financial TFC Stock Holding History

Patton Fund Management’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 		– Sell
-5,028
Closed -$231K – 427
2026
Q1 		$231K Buy
5,028
+416
+9% +$20.6K 0.04% 383
2025
Q4 		$227K Sell
4,612
-1,234
-21% -$56.8K 0.03% 267
2025
Q3 		$267K Hold
5,846
– – 0.05% 191
2025
Q2 		$251K Buy
+5,846
New +$229K 0.06% 181

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Patton Fund Management's TFC Position: Q2 2026 in Review

Patton Fund Management sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 5,028 shares — an estimated $231K sold.

Patton Fund Management first reported a position in TFC in Q2 2025 and held it in 4 quarters. The position peaked at $267K in Q3 2025. 661 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Patton Fund Management reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 5,028 Truist Financial shares in Q2 2026, an estimated $231K.
  • Patton Fund Management first reported a position in Truist Financial in Q2 2025 and held it in 4 quarters.
  • Patton Fund Management's Truist Financial position peaked at $267K in Q3 2025.
  • 661 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.