PFW Advisors’s Truist Financial TFC Stock Holding History

PFW Advisors’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 Q3	$230K	Buy	4,975 +9	+0.2%	+$457	0.07%	108
2026 Q2	$247K	Buy	4,966 +15	+0.3%	+$738	0.07%	110
2026 Q1	$228K	Hold	4,951	–	–	0.07%	110
2025 Q4	$244K	Hold	4,951	–	–	0.07%	107
2025 Q3	$226K	Hold	4,951	–	–	0.07%	120
2025 Q2	$213K	Sell	4,951 -273	-5%	-$10.7K	0.07%	120
2025 Q1	$215K	Buy	5,224 +3	+0.1%	+$134	0.07%	115
2024 Q4	$227K	Buy	+5,221	New	+$233K	0.07%	112
2024 Q2	$203K	Buy	5,214 +6	+0.1%	+$227	0.06%	116
2024 Q1	$203K	Buy	+5,208	New	+$191K	0.06%	120
2019 Q3	$223K	Buy	+5,216	New	+$258K	0.07%	113

Other funds holding TFC

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

PFW Advisors's TFC Position: Q3 2026 in Review

PFW Advisors increased its Truist Financial (TFC) stake by 0.18% in Q3 2026, buying an estimated $457 and bringing the position to 4,975 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #108.

PFW Advisors first reported a position in TFC in Q3 2019 and has held it in 11 quarters since. The position peaked at $247K in Q2 2026. 448 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

PFW Advisors held 4,975 shares of Truist Financial worth $230K as of Q3 2026.
PFW Advisors bought 9 Truist Financial shares in Q3 2026, an estimated $457.
Truist Financial made up 0.07% of PFW Advisors's portfolio in Q3 2026, its #108 holding.
PFW Advisors first reported a position in Truist Financial in Q3 2019 and has held it in 11 quarters since.
PFW Advisors's Truist Financial position peaked at $247K in Q2 2026.
448 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.