VVP
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Venture Visionary Partners’s Truist Financial TFC Stock Holding History

Venture Visionary Partners’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 		$5.1M Buy
110,066
+3,100
+3% +$158K 0.13% 157
2026
Q2 		$5.33M Buy
106,966
+3,374
+3% +$166K 0.15% 148
2026
Q1 		$4.76M Sell
103,592
-502
-0.5% -$24.8K 0.16% 140
2025
Q4 		$5.12M Buy
104,094
+321
+0.3% +$14.8K 0.17% 122
2025
Q3 		$4.74M Buy
103,773
+3,141
+3% +$142K 0.16% 133
2025
Q2 		$4.33M Buy
100,632
+29,299
+41% +$1.15M 0.16% 133
2025
Q1 		$2.94M Buy
71,333
+5,637
+9% +$251K 0.12% 153
2024
Q4 		$2.85M Buy
65,696
+6,693
+11% +$299K 0.12% 158
2024
Q3 		$2.52M Sell
59,003
-3,152
-5% -$133K 0.11% 164
2024
Q2 		$2.41M Buy
62,155
+1,566
+3% +$59.2K 0.11% 169
2024
Q1 		$2.36M Buy
60,589
+3,767
+7% +$138K 0.11% 171
2023
Q4 		$2.1M Sell
56,822
-3,679
-6% -$116K 0.11% 170
2023
Q3 		$1.73M Sell
60,501
-100,351
-62% -$3.09M 0.1% 182
2023
Q2 		$4.88M Buy
160,852
+79,802
+98% +$2.48M 0.29% 91
2023
Q1 		$2.76M Buy
81,050
+12,587
+18% +$549K 0.18% 126
2022
Q4 		$2.95M Buy
68,463
+3,387
+5% +$149K 0.21% 110
2022
Q3 		$2.83M Buy
65,076
+22,051
+51% +$1.06M 0.23% 103
2022
Q2 		$2.04M Buy
43,025
+2,677
+7% +$132K 0.16% 121
2022
Q1 		$2.29M Buy
40,348
+4,141
+11% +$256K 0.15% 124
2021
Q4 		$2.17M Buy
36,207
+1,895
+6% +$116K 0.14% 132
2021
Q3 		$2.02M Buy
34,312
+5,672
+20% +$317K 0.14% 133
2021
Q2 		$1.59M Buy
28,640
+5,448
+23% +$320K 0.13% 151
2021
Q1 		$1.35M Buy
23,192
+6,199
+36% +$340K 0.11% 161
2020
Q4 		$814K Buy
16,993
+10,580
+165% +$479K 0.09% 181
2020
Q3 		$244K Sell
6,413
-1,569
-20% -$59.1K 0.06% 165
2020
Q2 		$299K Sell
7,982
-307
-4% -$11.1K 0.09% 133
2020
Q1 		$255K Sell
8,289
-29
-0.3% -$1.37K 0.1% 127
2019
Q4 		$468K Buy
+8,318
New +$450K 0.14% 98

Other funds holding TFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Venture Visionary Partners's TFC Position: Q3 2026 in Review

Venture Visionary Partners increased its Truist Financial (TFC) stake by 2.9% in Q3 2026, buying an estimated $158K and bringing the position to 110,066 shares worth $5.1M. The position accounts for 0.13% of the portfolio, ranked #157.

Venture Visionary Partners first reported a position in TFC in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.33M in Q2 2026. 74 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Venture Visionary Partners held 110,066 shares of Truist Financial worth $5.1M as of Q3 2026.
  • Venture Visionary Partners bought 3,100 Truist Financial shares in Q3 2026, an estimated $158K.
  • Truist Financial made up 0.13% of Venture Visionary Partners's portfolio in Q3 2026, its #157 holding.
  • Venture Visionary Partners first reported a position in Truist Financial in Q4 2019 and has held it in 28 quarters since.
  • Venture Visionary Partners's Truist Financial position peaked at $5.33M in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.