WA
TFC icon

Waddell & Associates’s Truist Financial TFC Stock Holding History

Waddell & Associates’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 		$363K Buy
7,281
+358
+5% +$17.6K 0.02% 344
2026
Q1 		$318K Sell
6,923
-510
-7% -$25.2K 0.02% 325
2025
Q4 		$366K Buy
7,433
+24
+0.3% +$1.1K 0.02% 234
2025
Q3 		$339K Buy
7,409
+275
+4% +$12.4K 0.03% 192
2025
Q2 		$307K Buy
7,134
+1,333
+23% +$52.2K 0.03% 163
2025
Q1 		$239K Buy
5,801
+26
+0.5% +$1.16K 0.03% 144
2024
Q4 		$251K Buy
5,775
+24
+0.4% +$1.07K 0.03% 135
2024
Q3 		$246K Buy
+5,751
New +$243K 0.03% 138
2023
Q4 		– Sell
-50,419
Closed -$1.44M – 170
2023
Q3 		$1.44M Buy
50,419
+783
+2% +$24.1K 0.21% 43
2023
Q2 		$1.51M Buy
49,636
+148
+0.3% +$4.6K 0.22% 40
2023
Q1 		$1.69M Buy
49,488
+450
+0.9% +$19.6K 0.26% 34
2022
Q4 		$2.11M Buy
49,038
+253
+0.5% +$11.1K 0.35% 29
2022
Q3 		$2.12M Sell
48,785
-1,978
-4% -$95.2K 0.41% 22
2022
Q2 		$2.41M Buy
50,763
+480
+1% +$23.7K 0.49% 19
2022
Q1 		$2.85M Buy
+50,283
New +$3.11M 0.46% 20

Other funds holding TFC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Waddell & Associates's TFC Position: Q2 2026 in Review

Waddell & Associates increased its Truist Financial (TFC) stake by 5.2% in Q2 2026, buying an estimated $17.6K and bringing the position to 7,281 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #344.

Waddell & Associates first reported a position in TFC in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.85M in Q1 2022. 547 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Waddell & Associates held 7,281 shares of Truist Financial worth $363K as of Q2 2026.
  • Waddell & Associates bought 358 Truist Financial shares in Q2 2026, an estimated $17.6K.
  • Truist Financial made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #344 holding.
  • Waddell & Associates first reported a position in Truist Financial in Q1 2022 and has held it in 15 quarters since.
  • Waddell & Associates's Truist Financial position peaked at $2.85M in Q1 2022.
  • 547 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.