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Verum Partners’s Truist Financial TFC Stock Holding History

Verum 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
Q2 		$719K Buy
14,434
+1,266
+10% +$62.3K 0.11% 98
2026
Q1 		$605K Buy
13,168
+2,340
+22% +$116K 0.12% 96
2025
Q4 		$533K Buy
10,828
+10
+0.1% +$461 0.11% 94
2025
Q3 		$495K Hold
10,818
– – 0.11% 104
2025
Q2 		$465K Buy
10,818
+52
+0.5% +$2.04K 0.11% 103
2025
Q1 		$443K Buy
10,766
+201
+2% +$8.96K 0.12% 94
2024
Q4 		$458K Buy
10,565
+39
+0.4% +$1.74K 0.13% 97
2024
Q3 		$450K Sell
10,526
-47
-0.4% -$1.99K 0.13% 96
2024
Q2 		$411K Buy
10,573
+261
+3% +$9.86K 0.13% 95
2024
Q1 		$402K Buy
10,312
+11
+0.1% +$402 0.14% 94
2023
Q4 		$380K Sell
10,301
-1,047
-9% -$32.9K 0.15% 91
2023
Q3 		$325K Sell
11,348
-348
-3% -$10.7K 0.15% 96
2023
Q2 		$355K Buy
11,696
+1,410
+14% +$43.8K 0.32% 63
2023
Q1 		$351K Sell
10,286
-1,339
-12% -$58.5K 0.37% 46
2022
Q4 		$500K Buy
+11,625
New +$510K 0.61% 42

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

Verum Partners's TFC Position: Q2 2026 in Review

Verum Partners increased its Truist Financial (TFC) stake by 9.6% in Q2 2026, buying an estimated $62.3K and bringing the position to 14,434 shares worth $719K. The position accounts for 0.11% of the portfolio, ranked #98.

Verum Partners first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. 384 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Verum Partners held 14,434 shares of Truist Financial worth $719K as of Q2 2026.
  • Verum Partners bought 1,266 Truist Financial shares in Q2 2026, an estimated $62.3K.
  • Truist Financial made up 0.11% of Verum Partners's portfolio in Q2 2026, its #98 holding.
  • Verum Partners first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
  • 384 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.