RP
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Rowlandmiller & Partners’s Truist Financial TFC Stock Holding History

Rowlandmiller & Partners’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 		$9.05M Sell
181,643
-2,642
-1% -$130K 1.65% 19
2026
Q1 		$8.47M Sell
184,285
-4,358
-2% -$215K 1.72% 19
2025
Q4 		$9.28M Sell
188,643
-1,824
-1% -$84K 1.79% 17
2025
Q3 		$8.71M Sell
190,467
-2,064
-1% -$93.1K 1.71% 18
2025
Q2 		$8.28M Sell
192,531
-2,147
-1% -$84K 1.71% 17
2025
Q1 		$8.01M Sell
194,678
-3,726
-2% -$166K 1.69% 17
2024
Q4 		$8.61M Sell
198,404
-2,253
-1% -$101K 1.8% 15
2024
Q3 		$8.58M Sell
200,657
-224
-0.1% -$9.46K 1.74% 16
2024
Q2 		$7.8M Sell
200,881
-15,642
-7% -$591K 1.7% 16
2024
Q1 		$8.44M Sell
216,523
-985
-0.5% -$36K 1.78% 18
2023
Q4 		$8.03M Sell
217,508
-3,974
-2% -$125K 1.84% 16
2023
Q3 		$6.34M Sell
221,482
-1,191
-0.5% -$36.6K 1.56% 19
2023
Q2 		$6.76M Sell
222,673
-264
-0.1% -$8.2K 1.6% 19
2023
Q1 		$7.6M Buy
222,937
+203
+0.1% +$8.86K 1.85% 18
2022
Q4 		$9.72M Sell
222,734
-274
-0.1% -$12K 2.41% 11
2022
Q3 		$9.71M Buy
223,008
+4,097
+2% +$197K 2.62% 8
2022
Q2 		$10.4M Buy
218,911
+549
+0.3% +$27.1K 2.66% 9
2022
Q1 		$12.4M Sell
218,362
-8,202
-4% -$507K 2.87% 8
2021
Q4 		$12.8M Buy
226,564
+20,733
+10% +$1.27M 2.87% 9
2021
Q3 		$7.73M Sell
205,831
-14,220
-6% -$795K 2.62% 11
2021
Q2 		$12.2M Sell
220,051
-327
-0.1% -$19.2K 3% 7
2021
Q1 		$12.9M Buy
220,378
+2,534
+1% +$139K 3.36% 5
2020
Q4 		$10.4M Buy
217,844
+8,391
+4% +$380K 2.98% 9
2020
Q3 		$6.46M Buy
209,453
+3,622
+2% +$136K 2.59% 10
2020
Q2 		$7.73M Sell
205,831
-3,622
-2% -$130K 2.62% 11
2020
Q1 		$6.46M Sell
209,453
-905
-0.4% -$42.8K 2.59% 10
2019
Q4 		$11.8M Buy
210,358
+87,572
+71% +$4.74M 3.68% 5
2019
Q3 		$6.56M Buy
122,786
+42
+0% +$2.08K 2.23% 13
2019
Q2 		$5.99M Buy
122,744
+897
+0.7% +$43.9K 2.08% 16
2019
Q1 		$5.67M Buy
121,847
+1,331
+1% +$64.9K 2.03% 16
2018
Q4 		$5.22M Buy
120,516
+2,427
+2% +$117K 2.12% 15
2018
Q3 		$5.73M Buy
118,089
+79
+0.1% +$4.05K 2.07% 16
2018
Q2 		$5.95M Buy
118,010
+1,538
+1% +$81.7K 2.31% 14
2018
Q1 		$6.06M Buy
116,472
+797
+0.7% +$42.9K 2.4% 14
2017
Q4 		$5.77M Buy
115,675
+108,546
+1,523% +$5.24M 2.26% 15
2017
Q3 		$446K Sell
7,129
-109,269
-94% -$5.02M 0.19% 74
2017
Q2 		$5.29M Buy
116,398
+3,246
+3% +$141K 2.24% 14
2017
Q1 		$5.08M Sell
113,152
-1,872
-2% -$87.5K 2.24% 15
2016
Q4 		$5.4M Sell
115,024
-1,268
-1% -$53.9K 2.44% 14
2016
Q3 		$4.39M Buy
116,292
+13,567
+13% +$505K 2.03% 17
2016
Q2 		$3.64M Buy
102,725
+6,159
+6% +$215K 1.68% 17
2016
Q1 		$3.21M Buy
96,566
+14,730
+18% +$489K 1.52% 19
2015
Q4 		$2.99M Sell
81,836
-5,755
-7% -$216K 1.52% 21
2015
Q3 		$3.1M Buy
87,591
+3,659
+4% +$141K 1.64% 18
2015
Q2 		$3.38M Buy
83,932
+1,069
+1% +$42.3K 1.68% 19
2015
Q1 		$3.21M Buy
82,863
+30,733
+59% +$1.16M 1.59% 22
2014
Q4 		$2.03M Buy
+52,130
New +$1.96M 0.98% 31

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Rowlandmiller & Partners's TFC Position: Q2 2026 in Review

Rowlandmiller & Partners reduced its Truist Financial (TFC) stake by 1.4% in Q2 2026, selling an estimated $130K and leaving 181,643 shares worth $9.05M. The position accounts for 1.65% of the portfolio, ranked #19.

Rowlandmiller & Partners first reported a position in TFC in Q4 2014 and has held it in 47 quarters since. The position peaked at $12.9M in Q1 2021. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Rowlandmiller & Partners held 181,643 shares of Truist Financial worth $9.05M as of Q2 2026.
  • Rowlandmiller & Partners sold 2,642 Truist Financial shares in Q2 2026, an estimated $130K.
  • Truist Financial made up 1.65% of Rowlandmiller & Partners's portfolio in Q2 2026, its #19 holding.
  • Rowlandmiller & Partners first reported a position in Truist Financial in Q4 2014 and has held it in 47 quarters since.
  • Rowlandmiller & Partners's Truist Financial position peaked at $12.9M in Q1 2021.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.