Royal Fund Management’s Truist Financial TFC Stock Holding History

Royal Fund Management’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	$1.88M	Sell	37,743 -2,700	-7%	-$133K	0.16%	154
2026 Q1	$1.86M	Sell	40,443 -459	-1%	-$22.7K	0.18%	144
2025 Q4	$2.01M	Buy	40,902 +3,952	+11%	+$182K	0.18%	134
2025 Q3	$1.69M	Buy	+36,950	New	+$1.67M	0.2%	128
2020 Q2	–	Sell	-7,365	Closed	-$227K	–	525
2020 Q1	$227K	Sell	7,365 -86,025	-92%	-$4.07M	0.09%	126
2019 Q4	$5.26M	Buy	93,390 +10,639	+13%	+$576K	1.34%	27
2019 Q3	$4.42M	Buy	82,751 +9,260	+13%	+$459K	1.23%	34
2019 Q2	$3.61M	Buy	73,491 +72,597	+8,120%	+$3.56M	1.07%	33
2019 Q1	$41K	Sell	894 -179	-17%	-$8.73K	0.01%	227
2018 Q4	$46K	Buy	1,073 +179	+20%	+$8.59K	0.02%	191
2018 Q3	$43K	Hold	894	–	–	0.01%	201
2018 Q2	$45K	Buy	+894	New	+$47.5K	0.01%	205
2018 Q1	–	Sell	-947	Closed	-$47K	–	694
2017 Q4	$47K	Buy	947 +53	+6%	+$2.56K	0.02%	213
2017 Q3	$41K	Hold	894	–	–	0.02%	187
2017 Q2	$40K	Hold	894	–	–	0.02%	171
2017 Q1	$39K	Hold	894	–	–	0.02%	167
2016 Q4	$42K	Buy	+894	New	+$38K	0.02%	153

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Royal Fund Management's TFC Position: Q2 2026 in Review

Royal Fund Management reduced its Truist Financial (TFC) stake by 6.7% in Q2 2026, selling an estimated $133K and leaving 37,743 shares worth $1.88M. The position accounts for 0.16% of the portfolio, ranked #154.

Royal Fund Management first reported a position in TFC in Q4 2016 and has held it in 17 quarters since. The position peaked at $5.26M in Q4 2019. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Royal Fund Management held 37,743 shares of Truist Financial worth $1.88M as of Q2 2026.
Royal Fund Management sold 2,700 Truist Financial shares in Q2 2026, an estimated $133K.
Truist Financial made up 0.16% of Royal Fund Management's portfolio in Q2 2026, its #154 holding.
Royal Fund Management first reported a position in Truist Financial in Q4 2016 and has held it in 17 quarters since.
Royal Fund Management's Truist Financial position peaked at $5.26M in Q4 2019.
489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.