TD 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
Q3
$48K Buy
1,037
+10
+1% +$508 ﹤0.01% 249
2026
Q2
$51.1K Buy
1,027
+617
+150% +$30.4K ﹤0.01% 236
2026
Q1
$18.9K Buy
410
+4
+1% +$198 ﹤0.01% 376
2025
Q4
$20K Buy
406
+4
+1% +$184 ﹤0.01% 354
2025
Q3
$18.4K Sell
402
-22
-5% -$992 ﹤0.01% 338
2025
Q2
$18.2K Buy
424
+1
+0.2% +$39 ﹤0.01% 333
2025
Q1
$17.4K Buy
423
+397
+1,527% +$17.7K ﹤0.01% 263
2024
Q4
$1.13K Buy
+26
New +$1.16K ﹤0.01% 518

Other funds holding TFC

TD Capital Management's TFC Position: Q3 2026 in Review

TD Capital Management increased its Truist Financial (TFC) stake by 0.97% in Q3 2026, buying an estimated $508 and bringing the position to 1,037 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

TD Capital Management first reported a position in TFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $51.1K in Q2 2026. 1,430 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • TD Capital Management held 1,037 shares of Truist Financial worth $48K as of Q3 2026.
  • TD Capital Management bought 10 Truist Financial shares in Q3 2026, an estimated $508.
  • Truist Financial made up ﹤0.01% of TD Capital Management's portfolio in Q3 2026, its #249 holding.
  • TD Capital Management first reported a position in Truist Financial in Q4 2024 and has held it in 8 quarters since.
  • TD Capital Management's Truist Financial position peaked at $51.1K in Q2 2026.
  • 1,430 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on TD Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.