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Thompson Investment Management’s Truist Financial TFC Stock Holding History

Thompson Investment 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
Q2 		$597K Hold
11,976
– – 0.07% 135
2026
Q1 		$551K Hold
11,976
– – 0.07% 126
2025
Q4 		$589K Sell
11,976
-300
-2% -$13.8K 0.07% 121
2025
Q3 		$561K Hold
12,276
– – 0.07% 126
2025
Q2 		$528K Hold
12,276
– – 0.07% 126
2025
Q1 		$505K Sell
12,276
-2,400
-16% -$107K 0.08% 122
2024
Q4 		$637K Sell
14,676
-500
-3% -$22.3K 0.09% 120
2024
Q3 		$649K Sell
15,176
-261
-2% -$11K 0.09% 113
2024
Q2 		$600K Sell
15,437
-39
-0.3% -$1.47K 0.09% 112
2024
Q1 		$603K Hold
15,476
– – 0.09% 118
2023
Q4 		$571K Sell
15,476
-2,493
-14% -$78.3K 0.09% 124
2023
Q3 		$514K Buy
17,969
+595
+3% +$18.3K 0.09% 125
2023
Q2 		$527K Buy
17,374
+945
+6% +$29.3K 0.09% 132
2023
Q1 		$560K Buy
16,429
+4,000
+32% +$175K 0.09% 128
2022
Q4 		$535K Buy
12,429
+1,500
+14% +$65.8K 0.1% 128
2022
Q3 		$476K Hold
10,929
– – 0.09% 134
2022
Q2 		$518K Hold
10,929
– – 0.09% 134
2022
Q1 		$620K Sell
10,929
-15,432
-59% -$953K 0.09% 130
2021
Q4 		$1.54M Hold
26,361
– – 0.22% 99
2021
Q3 		$1.55M Buy
26,361
+93
+0.4% +$5.2K 0.23% 94
2021
Q2 		$1.46M Hold
26,268
– – 0.21% 99
2021
Q1 		$1.53M Hold
26,268
– – 0.23% 98
2020
Q4 		$1.26M Hold
26,268
– – 0.21% 97
2020
Q3 		$999K Hold
26,268
– – 0.19% 103
2020
Q2 		$986K Buy
26,268
+315
+1% +$11.3K 0.19% 103
2020
Q1 		$800K Buy
25,953
+2,650
+11% +$125K 0.18% 101
2019
Q4 		$1.31M Buy
+23,303
New +$1.26M 0.21% 98

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Thompson Investment Management's TFC Position: Q2 2026 in Review

Thompson Investment Management held its Truist Financial (TFC) position steady in Q2 2026 at 11,976 shares worth $597K. The position accounts for 0.07% of the portfolio, ranked #135.

Thompson Investment Management first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.55M in Q3 2021. 374 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Thompson Investment Management held 11,976 shares of Truist Financial worth $597K as of Q2 2026.
  • Thompson Investment Management left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.07% of Thompson Investment Management's portfolio in Q2 2026, its #135 holding.
  • Thompson Investment Management first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Thompson Investment Management's Truist Financial position peaked at $1.55M in Q3 2021.
  • 374 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.