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Richard W. Paul & Associates’s Truist Financial TFC Stock Holding History

Richard W. Paul & Associates’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 		$10.5K Sell
211
-273
-56% -$13.4K ﹤0.01% 225
2026
Q1 		$22.2K Buy
484
+4
+0.8% +$198 0.01% 199
2025
Q4 		$23.6K Sell
480
-8
-2% -$368 0.01% 193
2025
Q3 		$22.3K Buy
488
+105
+27% +$4.73K 0.01% 199
2025
Q2 		$16.5K Buy
383
+9
+2% +$352 0.01% 225
2025
Q1 		$15.4K Sell
374
-7
-2% -$312 0.01% 224
2024
Q4 		$16.5K Buy
381
+1
+0.3% +$45 0.01% 271
2024
Q3 		$16.3K Buy
380
+6
+2% +$253 0.01% 276
2024
Q2 		$14.5K Sell
374
-6
-2% -$227 0.01% 282
2024
Q1 		$14.8K Buy
380
+40
+12% +$1.46K 0.01% 292
2023
Q4 		$12.6K Sell
340
-117
-26% -$3.67K 0.01% 291
2023
Q3 		$13.1K Sell
457
-24
-5% -$738 0.01% 276
2023
Q2 		$14.6K Sell
481
-78
-14% -$2.42K 0.01% 290
2023
Q1 		$19.1K Buy
559
+97
+21% +$4.23K 0.01% 272
2022
Q4 		$19.9K Buy
+462
New +$20.3K 0.01% 266

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Richard W. Paul & Associates's TFC Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its Truist Financial (TFC) stake by 56% in Q2 2026, selling an estimated $13.4K and leaving 211 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Richard W. Paul & Associates first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.6K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Richard W. Paul & Associates held 211 shares of Truist Financial worth $10.5K as of Q2 2026.
  • Richard W. Paul & Associates sold 273 Truist Financial shares in Q2 2026, an estimated $13.4K.
  • Truist Financial made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #225 holding.
  • Richard W. Paul & Associates first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Truist Financial position peaked at $23.6K in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.