TI-Trust’s Truist Financial TFC Stock Holding History

TI-Trust’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	$393K	Buy	8,489 +36	+0.4%	+$1.83K	0.22%	101
2026 Q2	$421K	Hold	8,453	–	–	0.23%	94
2026 Q1	$389K	Hold	8,453	–	–	0.23%	98
2025 Q4	$416K	Sell	8,453 -51	-0.6%	-$2.35K	0.26%	92
2025 Q3	$389K	Buy	8,504 +174	+2%	+$7.84K	0.24%	96
2025 Q2	$358K	Hold	8,330	–	–	0.24%	96
2025 Q1	$343K	Hold	8,330	–	–	0.23%	98
2024 Q4	$361K	Hold	8,330	–	–	0.24%	97
2024 Q3	$356K	Hold	8,330	–	–	0.26%	99
2024 Q2	$324K	Hold	8,330	–	–	0.25%	103
2024 Q1	$325K	Buy	+8,330	New	+$305K	0.24%	108
2019 Q4	$76K	Buy	+1,350	New	+$73.1K	0.07%	152

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

TI-Trust's TFC Position: Q3 2026 in Review

TI-Trust increased its Truist Financial (TFC) stake by 0.43% in Q3 2026, buying an estimated $1.83K and bringing the position to 8,489 shares worth $393K. The position accounts for 0.22% of the portfolio, ranked #101.

TI-Trust first reported a position in TFC in Q4 2019 and has held it in 12 quarters since. The position peaked at $421K in Q2 2026. 935 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

TI-Trust held 8,489 shares of Truist Financial worth $393K as of Q3 2026.
TI-Trust bought 36 Truist Financial shares in Q3 2026, an estimated $1.83K.
Truist Financial made up 0.22% of TI-Trust's portfolio in Q3 2026, its #101 holding.
TI-Trust first reported a position in Truist Financial in Q4 2019 and has held it in 12 quarters since.
TI-Trust's Truist Financial position peaked at $421K in Q2 2026.
935 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on TI-Trust's 13F filing for Q3 2026, filed 21 Oct 2026.