Private Trust Company’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $855K | Sell |
17,153
-1,581
| -8% | -$77.8K | 0.07% | 308 |
|
|
2026
Q1 | $861K | Sell |
18,734
-44
| -0.2% | -$2.17K | 0.08% | 287 |
|
|
2025
Q4 | $924K | Buy |
18,778
+215
| +1% | +$9.9K | 0.08% | 274 |
|
|
2025
Q3 | $849K | Buy |
18,563
+79
| +0.4% | +$3.56K | 0.07% | 296 |
|
|
2025
Q2 | $795K | Buy |
18,484
+3,279
| +22% | +$128K | 0.08% | 286 |
|
|
2025
Q1 | $626K | Buy |
15,205
+1,181
| +8% | +$52.6K | 0.06% | 327 |
|
|
2024
Q4 | $608K | Sell |
14,024
-3,128
| -18% | -$140K | 0.06% | 326 |
|
|
2024
Q3 | $734K | Buy |
17,152
+1,631
| +11% | +$68.9K | 0.07% | 294 |
|
|
2024
Q2 | $603K | Sell |
15,521
-2,166
| -12% | -$81.8K | 0.06% | 326 |
|
|
2024
Q1 | $689K | Buy |
17,687
+675
| +4% | +$24.7K | 0.07% | 291 |
|
|
2023
Q4 | $628K | Buy |
17,012
+2,318
| +16% | +$72.8K | 0.07% | 293 |
|
|
2023
Q3 | $420K | Sell |
14,694
-1,038
| -7% | -$31.9K | 0.06% | 362 |
|
|
2023
Q2 | $477K | Buy |
15,732
+1,398
| +10% | +$43.4K | 0.06% | 327 |
|
|
2023
Q1 | $489K | Sell |
14,334
-2,357
| -14% | -$103K | 0.07% | 314 |
|
|
2022
Q4 | $718K | Sell |
16,691
-126
| -0.7% | -$5.53K | 0.11% | 222 |
|
|
2022
Q3 | $732K | Buy |
16,817
+1,097
| +7% | +$52.8K | 0.12% | 197 |
|
|
2022
Q2 | $746K | Buy |
15,720
+4
| +0% | +$197 | 0.12% | 209 |
|
|
2022
Q1 | $891K | Buy |
15,716
+1,147
| +8% | +$70.8K | 0.14% | 168 |
|
|
2021
Q4 | $853K | Sell |
14,569
-355
| -2% | -$21.7K | 0.12% | 186 |
|
|
2021
Q3 | $875K | Buy |
14,924
+490
| +3% | +$27.4K | 0.13% | 182 |
|
|
2021
Q2 | $801K | Buy |
14,434
+526
| +4% | +$30.9K | 0.12% | 187 |
|
|
2021
Q1 | $811K | Buy |
13,908
+641
| +5% | +$35.1K | 0.13% | 182 |
|
|
2020
Q4 | $635K | Sell |
13,267
-158
| -1% | -$7.15K | 0.11% | 211 |
|
|
2020
Q3 | $510K | Buy |
13,425
+369
| +3% | +$13.9K | 0.1% | 228 |
|
|
2020
Q2 | $475K | Sell |
13,056
-1,308
| -9% | -$47.1K | 0.1% | 223 |
|
|
2020
Q1 | $442K | Buy |
14,364
+397
| +3% | +$18.8K | 0.11% | 209 |
|
|
2019
Q4 | $786K | Buy |
13,967
+4,590
| +49% | +$249K | 0.15% | 157 |
|
|
2019
Q3 | $500K | Buy |
9,377
+172
| +2% | +$8.52K | 0.1% | 246 |
|
|
2019
Q2 | $452K | Sell |
9,205
-551
| -6% | -$27K | 0.09% | 250 |
|
|
2019
Q1 | $453K | Buy |
9,756
+824
| +9% | +$40.2K | 0.09% | 250 |
|
|
2018
Q4 | $386K | Sell |
8,932
-493
| -5% | -$23.7K | 0.09% | 244 |
|
|
2018
Q3 | $457K | Buy |
9,425
+696
| +8% | +$35.7K | 0.09% | 249 |
|
|
2018
Q2 | $440K | Buy |
8,729
+218
| +3% | +$11.6K | 0.1% | 248 |
|
|
2018
Q1 | $442K | Sell |
8,511
-1,049
| -11% | -$56.5K | 0.1% | 246 |
|
|
2017
Q4 | $475K | Buy |
9,560
+311
| +3% | +$15K | 0.1% | 243 |
|
|
2017
Q3 | $434K | Sell |
9,249
-192
| -2% | -$8.83K | 0.09% | 255 |
|
|
2017
Q2 | $428K | Buy |
9,441
+647
| +7% | +$28.1K | 0.09% | 259 |
|
|
2017
Q1 | $393K | Sell |
8,794
-123
| -1% | -$5.75K | 0.09% | 270 |
|
|
2016
Q4 | $419K | Sell |
8,917
-442
| -5% | -$18.8K | 0.1% | 235 |
|
|
2016
Q3 | $353K | Sell |
9,359
-216
| -2% | -$8.04K | 0.09% | 250 |
|
|
2016
Q2 | $340K | Sell |
9,575
-192
| -2% | -$6.71K | 0.09% | 241 |
|
|
2016
Q1 | $324K | Sell |
9,767
-60
| -0.6% | -$1.99K | 0.09% | 245 |
|
|
2015
Q4 | $370K | Sell |
9,827
-802
| -8% | -$30.2K | 0.11% | 214 |
|
|
2015
Q3 | $377K | Sell |
10,629
-235
| -2% | -$9.07K | 0.11% | 211 |
|
|
2015
Q2 | $437K | Buy |
10,864
+233
| +2% | +$9.22K | 0.13% | 209 |
|
|
2015
Q1 | $414K | Sell |
10,631
-23
| -0.2% | -$867 | 0.12% | 209 |
|
|
2014
Q4 | $414K | Buy |
10,654
+406
| +4% | +$15.3K | 0.13% | 194 |
|
|
2014
Q3 | $381K | Hold |
10,248
| – | – | 0.13% | 187 |
|
|
2014
Q2 | $404K | Buy |
10,248
+604
| +6% | +$23.2K | 0.13% | 179 |
|
|
2014
Q1 | $387K | Buy |
9,644
+84
| +0.9% | +$3.21K | 0.15% | 166 |
|
|
2013
Q4 | $357K | Sell |
9,560
-85
| -0.9% | -$2.94K | 0.14% | 162 |
|
|
2013
Q3 | $326K | Buy |
9,645
+70
| +0.7% | +$2.44K | 0.15% | 156 |
|
|
2013
Q2 | $324K | Buy |
+9,575
| New | +$305K | 0.15% | 154 |
|
Other funds holding TFC
Private Trust Company's TFC Position: Q2 2026 in Review
Private Trust Company reduced its Truist Financial (TFC) stake by 8.4% in Q2 2026, selling an estimated $77.8K and leaving 17,153 shares worth $855K. The position accounts for 0.07% of the portfolio, ranked #308.
Private Trust Company first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $924K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Private Trust Company held 17,153 shares of Truist Financial worth $855K as of Q2 2026.
- Private Trust Company sold 1,581 Truist Financial shares in Q2 2026, an estimated $77.8K.
- Truist Financial made up 0.07% of Private Trust Company's portfolio in Q2 2026, its #308 holding.
- Private Trust Company first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
- Private Trust Company's Truist Financial position peaked at $924K in Q4 2025.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.