tru Independence
TFC icon

tru Independence’s Truist Financial TFC Stock Holding History

tru Independence’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 		$341K Buy
7,364
+87
+1% +$4.42K 0.15% 76
2026
Q2 		$363K Sell
7,277
-568
-7% -$27.9K 0.16% 75
2026
Q1 		$361K Buy
7,845
+41
+0.5% +$2.03K 0.18% 69
2025
Q4 		$384K Buy
7,804
+47
+0.6% +$2.16K 0.1% 98
2025
Q3 		$355K Buy
7,757
+298
+4% +$13.4K 0.09% 101
2025
Q2 		$321K Buy
7,459
+101
+1% +$3.95K 0.09% 100
2025
Q1 		$303K Buy
7,358
+49
+0.7% +$2.18K 0.09% 97
2024
Q4 		$317K Buy
7,309
+46
+0.6% +$2.05K 0.1% 93
2024
Q3 		$311K Sell
7,263
-122,441
-94% -$5.17M 0.09% 94
2024
Q2 		$5.04M Sell
129,704
-3,191
-2% -$121K 1.52% 30
2024
Q1 		$5.18M Sell
132,895
-1,124
-0.8% -$41.1K 1.53% 32
2023
Q4 		$4.95M Sell
134,019
-1,148
-0.8% -$36K 1.5% 30
2023
Q3 		$3.87M Buy
135,167
+9,200
+7% +$283K 1.34% 38
2023
Q2 		$3.82M Buy
125,967
+11,285
+10% +$350K 1.26% 40
2023
Q1 		$3.91M Sell
114,682
-1,636
-1% -$71.4K 1.26% 44
2022
Q4 		$5.01M Buy
116,318
+8,878
+8% +$389K 1.62% 31
2022
Q3 		$4.68M Buy
107,440
+3,944
+4% +$190K 1.65% 26
2022
Q2 		$4.91M Buy
103,496
+9,648
+10% +$476K 1.58% 33
2022
Q1 		$5.32M Sell
93,848
-34,466
-27% -$2.13M 1.44% 32
2021
Q4 		$7.51M Sell
128,314
-4,102
-3% -$251K 2.05% 5
2021
Q3 		$7.77M Sell
132,416
-6,346
-5% -$355K 2.17% 2
2021
Q2 		$7.7M Buy
138,762
+299
+0.2% +$17.6K 2.27% 4
2021
Q1 		$8.08M Buy
138,463
+381
+0.3% +$20.9K 1.53% 9
2020
Q4 		$6.62K Buy
138,082
+2,591
+2% +$117K 0.01% 276
2020
Q3 		$5.16M Sell
135,491
-6,562
-5% -$247K 1.46% 24
2020
Q2 		$5.33M Buy
142,053
+56,698
+66% +$2.04M 0.77% 27
2020
Q1 		$2.63M Sell
85,355
-79,431
-48% -$3.76M 0.43% 64
2019
Q4 		$7.11M Buy
+164,786
New +$8.92M 1.02% 31

Other funds holding TFC

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

tru Independence's TFC Position: Q3 2026 in Review

tru Independence increased its Truist Financial (TFC) stake by 1.2% in Q3 2026, buying an estimated $4.42K and bringing the position to 7,364 shares worth $341K. The position accounts for 0.15% of the portfolio, ranked #76.

tru Independence first reported a position in TFC in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.08M in Q1 2021. 406 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • tru Independence held 7,364 shares of Truist Financial worth $341K as of Q3 2026.
  • tru Independence bought 87 Truist Financial shares in Q3 2026, an estimated $4.42K.
  • Truist Financial made up 0.15% of tru Independence's portfolio in Q3 2026, its #76 holding.
  • tru Independence first reported a position in Truist Financial in Q4 2019 and has held it in 28 quarters since.
  • tru Independence's Truist Financial position peaked at $8.08M in Q1 2021.
  • 406 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.