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Wedmont Private Capital’s Truist Financial TFC Stock Holding History

Wedmont Private Capital’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 		$856K Buy
16,570
+2,697
+19% +$133K 0.02% 390
2026
Q1 		$684K Sell
13,873
-1,404
-9% -$69.4K 0.02% 397
2025
Q4 		$773K Buy
15,277
+699
+5% +$32.2K 0.03% 352
2025
Q3 		$659K Buy
14,578
+1,341
+10% +$60.5K 0.02% 375
2025
Q2 		$598K Buy
13,237
+2,075
+19% +$81.2K 0.03% 382
2025
Q1 		$395K Sell
11,162
-1,186
-10% -$52.8K 0.02% 441
2024
Q4 		$528K Buy
12,348
+1,978
+19% +$88.3K 0.03% 360
2024
Q3 		$436K Buy
10,370
+953
+10% +$40.2K 0.02% 403
2024
Q2 		$381K Buy
9,417
+2,844
+43% +$107K 0.02% 418
2024
Q1 		$256K Buy
6,573
+525
+9% +$19.2K 0.02% 492
2023
Q4 		$230K Buy
+6,048
New +$190K 0.02% 493
2023
Q3 		– Sell
-6,714
Closed -$222K – 533
2023
Q2 		$222K Sell
6,714
-1,106
-14% -$34.3K 0.02% 448
2023
Q1 		$259K Buy
+7,820
New +$341K 0.03% 379
2022
Q4 		– Sell
-5,838
Closed -$254K – 468
2022
Q3 		$254K Buy
5,838
+911
+18% +$43.8K 0.05% 297
2022
Q2 		$234K Sell
4,927
-1,498
-23% -$73.9K 0.05% 290
2022
Q1 		$355K Buy
6,425
+1,991
+45% +$123K 0.08% 201
2021
Q4 		$296K Buy
+4,434
New +$271K 0.09% 172

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
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
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

Wedmont Private Capital's TFC Position: Q2 2026 in Review

Wedmont Private Capital increased its Truist Financial (TFC) stake by 19% in Q2 2026, buying an estimated $133K and bringing the position to 16,570 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #390.

Wedmont Private Capital first reported a position in TFC in Q4 2021 and has held it in 17 quarters since. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Wedmont Private Capital held 16,570 shares of Truist Financial worth $856K as of Q2 2026.
  • Wedmont Private Capital bought 2,697 Truist Financial shares in Q2 2026, an estimated $133K.
  • Truist Financial made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #390 holding.
  • Wedmont Private Capital first reported a position in Truist Financial in Q4 2021 and has held it in 17 quarters since.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.