Saxony Capital Management’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
$222K Buy
+4,464
New +$220K 0.1% 164
2026
Q1
Sell
-4,310
Closed -$212K 180
2025
Q4
$212K Buy
+4,310
New +$198K 0.13% 142

Other funds holding TFC

Saxony Capital Management's TFC Position: Q2 2026 in Review

Saxony Capital Management opened a new position in Truist Financial (TFC) in Q2 2026: 4,464 shares worth $222K. The stake represents 0.1% of the portfolio and ranks #164 among its holdings. This is a return to the name: Saxony Capital Management previously reported a position in TFC as recently as Q4 2025.

Saxony Capital Management first reported a position in TFC in Q4 2025 and has held it in 2 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Saxony Capital Management held 4,464 shares of Truist Financial worth $222K as of Q2 2026.
  • Truist Financial was a new Saxony Capital Management position in Q2 2026.
  • Truist Financial made up 0.1% of Saxony Capital Management's portfolio in Q2 2026, its #164 holding.
  • Saxony Capital Management first reported a position in Truist Financial in Q4 2025 and has held it in 2 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.