Stone Summit Wealth’s Truist Financial TFC Stock Holding History

Stone Summit Wealth’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 Q3	$255K	Hold	5,500	–	–	0.07%	126
2026 Q2	$274K	Sell	5,500 -1,000	-15%	-$49.2K	0.07%	130
2026 Q1	$299K	Sell	6,500 -500	-7%	-$24.7K	0.08%	122
2025 Q4	$344K	Hold	7,000	–	–	0.09%	115
2025 Q3	$320K	Sell	7,000 -400	-5%	-$18K	0.09%	120
2025 Q2	$318K	Hold	7,400	–	–	0.1%	123
2025 Q1	$305K	Hold	7,400	–	–	0.1%	120
2024 Q4	$321K	Hold	7,400	–	–	0.11%	118
2024 Q3	$316K	Sell	7,400 -200	-3%	-$8.45K	0.1%	121
2024 Q2	$295K	Sell	7,600 -400	-5%	-$15.1K	0.11%	120
2024 Q1	$312K	Sell	8,000 -400	-5%	-$14.6K	0.11%	124
2023 Q4	$310K	Sell	8,400 -1,600	-16%	-$50.2K	0.12%	121
2023 Q3	$286K	Sell	10,000 -1,100	-10%	-$33.8K	0.12%	121
2023 Q2	$337K	Sell	11,100 -300	-3%	-$9.32K	0.14%	111
2023 Q1	$389K	Sell	11,400 -382	-3%	-$16.7K	0.17%	98
2022 Q4	$507K	Hold	11,782	–	–	0.25%	85
2022 Q3	$513K	Sell	11,782 -100	-0.8%	-$4.81K	0.32%	80
2022 Q2	$563K	Sell	11,882 -41	-0.3%	-$2.02K	0.34%	75
2022 Q1	$659K	Buy	+11,923	New	+$736K	0.37%	75

Other funds holding TFC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Stone Summit Wealth's TFC Position: Q3 2026 in Review

Stone Summit Wealth held its Truist Financial (TFC) position steady in Q3 2026 at 5,500 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #126.

Stone Summit Wealth first reported a position in TFC in Q1 2022 and has held it in 19 quarters since. The position peaked at $659K in Q1 2022. 325 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Stone Summit Wealth held 5,500 shares of Truist Financial worth $255K as of Q3 2026.
Stone Summit Wealth left its Truist Financial share count unchanged in Q3 2026.
Truist Financial made up 0.07% of Stone Summit Wealth's portfolio in Q3 2026, its #126 holding.
Stone Summit Wealth first reported a position in Truist Financial in Q1 2022 and has held it in 19 quarters since.
Stone Summit Wealth's Truist Financial position peaked at $659K in Q1 2022.
325 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.