Wealth Quarterback
TFC icon

Wealth Quarterback’s Truist Financial TFC Stock Holding History

Wealth Quarterback’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 		$1.15M Buy
24,789
+511
+2% +$26K 0.35% 50
2026
Q2 		$1.21M Sell
24,278
-1,707
-7% -$84K 0.37% 51
2026
Q1 		$1.19M Sell
25,985
-2,079
-7% -$103K 0.47% 44
2025
Q4 		$1.38M Buy
28,064
+530
+2% +$24.4K 0.5% 39
2025
Q3 		$1.26M Buy
27,534
+1,042
+4% +$47K 0.49% 44
2025
Q2 		$1.14M Buy
26,492
+9,920
+60% +$388K 0.54% 41
2025
Q1 		$682K Buy
16,572
+1,285
+8% +$57.2K 0.38% 63
2024
Q4 		$663K Buy
15,287
+266
+2% +$11.9K 0.31% 56
2024
Q3 		$642K Sell
15,021
-217
-1% -$9.16K 0.33% 62
2024
Q2 		$592K Sell
15,238
-2,595
-15% -$98K 0.34% 62
2024
Q1 		$695K Sell
17,833
-3,734
-17% -$137K 0.39% 57
2023
Q4 		$796K Buy
21,567
+382
+2% +$12K 0.49% 48
2023
Q3 		$606K Buy
21,185
+1,833
+9% +$56.4K 0.52% 48
2023
Q2 		$587K Buy
19,352
+831
+4% +$25.8K 0.41% 51
2023
Q1 		$632K Buy
18,521
+1,132
+7% +$49.4K 0.54% 43
2022
Q4 		$748K Buy
17,389
+470
+3% +$20.6K 0.62% 36
2022
Q3 		$737K Buy
16,919
+3,405
+25% +$164K 0.78% 37
2022
Q2 		$641K Buy
+13,514
New +$666K 0.5% 45
2021
Q3 		$158K Buy
2,689
+16
+0.6% +$894 0.11% 127
2021
Q2 		$149K Buy
+2,673
New +$157K 0.09% 139
2020
Q2 		– Sell
-1,808
Closed -$55.8K – 697
2020
Q1 		$55.8K Sell
1,808
-217
-11% -$10.3K 0.05% 212
2019
Q4 		$114K Buy
+2,025
New +$110K 0.1% 152

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
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Wealth Quarterback's TFC Position: Q3 2026 in Review

Wealth Quarterback increased its Truist Financial (TFC) stake by 2.1% in Q3 2026, buying an estimated $26K and bringing the position to 24,789 shares worth $1.15M. The position accounts for 0.35% of the portfolio, ranked #50.

Wealth Quarterback first reported a position in TFC in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.38M in Q4 2025. 479 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Wealth Quarterback held 24,789 shares of Truist Financial worth $1.15M as of Q3 2026.
  • Wealth Quarterback bought 511 Truist Financial shares in Q3 2026, an estimated $26K.
  • Truist Financial made up 0.35% of Wealth Quarterback's portfolio in Q3 2026, its #50 holding.
  • Wealth Quarterback first reported a position in Truist Financial in Q4 2019 and has held it in 22 quarters since.
  • Wealth Quarterback's Truist Financial position peaked at $1.38M in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.