TFC Financial Management’s Truist Financial TFC Stock Holding History

TFC Financial 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 Q3	$2.27K	Hold	49	–	–	﹤0.01%	563
2026 Q2	$2.44K	Buy	49 +18	+58%	+$885	﹤0.01%	552
2026 Q1	$1.43K	Hold	31	–	–	﹤0.01%	579
2025 Q4	$1.53K	Hold	31	–	–	﹤0.01%	556
2025 Q3	$1.42K	Hold	31	–	–	﹤0.01%	589
2025 Q2	$1.33K	Sell	31 -39	-56%	-$1.53K	﹤0.01%	551
2025 Q1	$2.88K	Hold	70	–	–	﹤0.01%	455
2024 Q4	$3.04K	Hold	70	–	–	﹤0.01%	463
2024 Q3	$2.99K	Sell	70 -21	-23%	-$887	﹤0.01%	465
2024 Q2	$3.54K	Buy	91 +60	+194%	+$2.27K	﹤0.01%	426
2024 Q1	$1.21K	Buy	31 +7	+29%	+$256	﹤0.01%	523
2023 Q4	$887	Sell	24 -3	-11%	-$94	﹤0.01%	527
2023 Q3	$773	Hold	27	–	–	﹤0.01%	552
2023 Q2	$820	Sell	27 -17	-39%	-$528	﹤0.01%	530
2023 Q1	$1.51K	Buy	44 +22	+100%	+$960	﹤0.01%	484
2022 Q4	$958	Sell	22 -1	-4%	-$44	﹤0.01%	459
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	502
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	503
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	511
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	562
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	549
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	554
2021 Q1	$1K	Hold	23	–	–	﹤0.01%	545
2020 Q4	$1K	Hold	23	–	–	﹤0.01%	529
2020 Q3	$1K	Buy	+23	New	+$867	﹤0.01%	503

Other funds holding TFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

TFC Financial Management's TFC Position: Q3 2026 in Review

TFC Financial Management held its Truist Financial (TFC) position steady in Q3 2026 at 49 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

TFC Financial Management first reported a position in TFC in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.54K in Q2 2024. 935 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

TFC Financial Management held 49 shares of Truist Financial worth $2.27K as of Q3 2026.
TFC Financial Management left its Truist Financial share count unchanged in Q3 2026.
Truist Financial made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #563 holding.
TFC Financial Management first reported a position in Truist Financial in Q3 2020 and has held it in 25 quarters since.
TFC Financial Management's Truist Financial position peaked at $3.54K in Q2 2024.
935 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.