UBG
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United Bank (Georgia)’s Truist Financial TFC Stock Holding History

United Bank (Georgia)’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 		$2.93M Sell
58,910
-676
-1% -$33.3K 0.89% 33
2026
Q1 		$2.74M Sell
59,586
-1,776
-3% -$87.8K 0.91% 31
2025
Q4 		$3.02M Sell
61,362
-1,006
-2% -$46.3K 1.02% 29
2025
Q3 		$2.85M Sell
62,368
-7,180
-10% -$324K 0.99% 28
2025
Q2 		$2.99M Sell
69,548
-20,600
-23% -$806K 1.14% 26
2025
Q1 		$3.71M Buy
90,148
+14,366
+19% +$640K 1.53% 19
2024
Q4 		$3.29M Buy
75,782
+2,842
+4% +$127K 1.39% 22
2024
Q3 		$3.12M Sell
72,940
-884
-1% -$37.3K 1.44% 23
2024
Q2 		$2.87M Buy
73,824
+1,901
+3% +$71.8K 1.43% 22
2024
Q1 		$2.8M Buy
71,923
+1,471
+2% +$53.8K 1.43% 24
2023
Q4 		$2.6M Sell
70,452
-1,509
-2% -$47.4K 1.43% 25
2023
Q3 		$2.06M Buy
71,961
+713
+1% +$21.9K 1.23% 27
2023
Q2 		$2.16M Sell
71,248
-374
-0.5% -$11.6K 1.23% 26
2023
Q1 		$2.44M Buy
71,622
+716
+1% +$31.3K 1.43% 24
2022
Q4 		$3.05M Buy
70,906
+2,717
+4% +$119K 1.87% 18
2022
Q3 		$2.97M Sell
68,189
-6,644
-9% -$320K 1.98% 16
2022
Q2 		$3.55M Buy
74,833
+376
+0.5% +$18.5K 2.2% 11
2022
Q1 		$4.22M Buy
74,457
+2,938
+4% +$181K 2.24% 10
2021
Q4 		$4.19M Buy
71,519
+536
+0.8% +$32.7K 2.25% 12
2021
Q3 		$4.16M Sell
70,983
-1,211
-2% -$67.7K 2.64% 10
2021
Q2 		$4.01M Sell
72,194
-2,928
-4% -$172K 2.7% 10
2021
Q1 		$4.38M Sell
75,122
-37,245
-33% -$2.04M 3.07% 6
2020
Q4 		$5.39M Buy
112,367
+25,341
+29% +$1.15M 3.85% 3
2020
Q3 		$3.31M Buy
87,026
+9,263
+12% +$349K 2.76% 9
2020
Q2 		$2.92M Buy
77,763
+69,975
+898% +$2.52M 2.75% 8
2020
Q1 		$240K Hold
7,788
– – 0.25% 68
2019
Q4 		$439K Buy
+7,788
New +$422K 0.3% 66

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

United Bank (Georgia)'s TFC Position: Q2 2026 in Review

United Bank (Georgia) reduced its Truist Financial (TFC) stake by 1.1% in Q2 2026, selling an estimated $33.3K and leaving 58,910 shares worth $2.93M. The position accounts for 0.89% of the portfolio, ranked #33.

United Bank (Georgia) first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.39M in Q4 2020. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • United Bank (Georgia) held 58,910 shares of Truist Financial worth $2.93M as of Q2 2026.
  • United Bank (Georgia) sold 676 Truist Financial shares in Q2 2026, an estimated $33.3K.
  • Truist Financial made up 0.89% of United Bank (Georgia)'s portfolio in Q2 2026, its #33 holding.
  • United Bank (Georgia) first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • United Bank (Georgia)'s Truist Financial position peaked at $5.39M in Q4 2020.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on United Bank (Georgia)'s 13F filing for Q2 2026, filed 10 Aug 2026.