Successful Portfolios’s Truist Financial TFC Stock Holding History

Successful Portfolios’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	$529K	Sell	10,243 -42	-0.4%	-$2.07K	0.25%	81
2026 Q1	$471K	Buy	10,285 +21	+0.2%	+$1.04K	0.26%	79
2025 Q4	$520K	Sell	10,264 -93	-0.9%	-$4.28K	0.26%	79
2025 Q3	$474K	Buy	10,357 +63	+0.6%	+$2.84K	0.28%	77
2025 Q2	$443K	Sell	10,294 -67	-0.6%	-$2.62K	0.27%	75
2025 Q1	$426K	Buy	10,361 +7	+0.1%	+$312	0.29%	77
2024 Q4	$449K	Buy	10,354 +6	+0.1%	+$268	0.3%	69
2024 Q3	$443K	Buy	10,348 +7	+0.1%	+$296	0.3%	73
2024 Q2	$402K	Buy	10,341 +7	+0.1%	+$264	0.28%	75
2024 Q1	$403K	Buy	10,334 +5	+0%	+$183	0.27%	83
2023 Q4	$381K	Buy	10,329 +7	+0.1%	+$220	0.29%	82
2023 Q3	$295K	Buy	10,322 +518	+5%	+$15.9K	0.26%	93
2023 Q2	$298K	Sell	9,804 -2,476	-20%	-$76.9K	0.26%	86
2023 Q1	$419K	Sell	12,280 -100	-0.8%	-$4.37K	0.26%	96
2022 Q4	$533K	Hold	12,380	–	–	0.35%	70
2022 Q3	$539K	Hold	12,380	–	–	0.39%	65
2022 Q2	$587K	Hold	12,380	–	–	0.4%	62
2022 Q1	$702K	Hold	12,380	–	–	0.4%	58
2021 Q4	$725K	Buy	12,380 +145	+1%	+$8.86K	0.39%	60
2021 Q3	$718K	Buy	12,235 +5,164	+73%	+$289K	0.43%	58
2021 Q2	$392K	Sell	7,071 -25	-0.4%	-$1.47K	0.24%	113
2021 Q1	$414K	Buy	7,096 +38	+0.5%	+$2.08K	0.27%	100
2020 Q4	$338K	Sell	7,058 -342	-5%	-$15.5K	0.24%	107
2020 Q3	$282K	Buy	7,400 +50	+0.7%	+$1.88K	0.23%	123
2020 Q2	$276K	Hold	7,350	–	–	0.24%	117
2020 Q1	$227K	Hold	7,350	–	–	0.23%	117
2019 Q4	$414K	Buy	+7,350	New	+$398K	0.37%	75

Other funds holding TFC

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return