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Roxbury Financial’s Truist Financial TFC Stock Holding History

Roxbury Financial’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 		$444K Buy
8,916
+66
+0.7% +$3.25K 0.35% 66
2026
Q1 		$407K Buy
8,850
+58
+0.7% +$2.87K 0.37% 61
2025
Q4 		$433K Sell
8,792
-638
-7% -$29.4K 0.39% 56
2025
Q3 		$431K Buy
9,430
+82
+0.9% +$3.7K 0.4% 58
2025
Q2 		$402K Sell
9,348
-467
-5% -$18.3K 0.39% 58
2025
Q1 		$455K Sell
9,815
-143
-1% -$6.37K 0.45% 55
2024
Q4 		$475K Buy
+9,958
New +$444K 0.46% 54

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Roxbury Financial's TFC Position: Q2 2026 in Review

Roxbury Financial increased its Truist Financial (TFC) stake by 0.75% in Q2 2026, buying an estimated $3.25K and bringing the position to 8,916 shares worth $444K. The position accounts for 0.35% of the portfolio, ranked #66.

Roxbury Financial first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $475K in Q4 2024. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Roxbury Financial held 8,916 shares of Truist Financial worth $444K as of Q2 2026.
  • Roxbury Financial bought 66 Truist Financial shares in Q2 2026, an estimated $3.25K.
  • Truist Financial made up 0.35% of Roxbury Financial's portfolio in Q2 2026, its #66 holding.
  • Roxbury Financial first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Truist Financial position peaked at $475K in Q4 2024.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.