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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
Q3 		$875K Buy
18,937
+2,367
+14% +$120K 0.02% 428
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

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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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

Wedmont Private Capital's TFC Position: Q3 2026 in Review

Wedmont Private Capital increased its Truist Financial (TFC) stake by 14% in Q3 2026, buying an estimated $120K and bringing the position to 18,937 shares worth $875K. The position accounts for 0.02% of the portfolio, ranked #428.

Wedmont Private Capital first reported a position in TFC in Q4 2021 and has held it in 18 quarters since. 74 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Wedmont Private Capital held 18,937 shares of Truist Financial worth $875K as of Q3 2026.
  • Wedmont Private Capital bought 2,367 Truist Financial shares in Q3 2026, an estimated $120K.
  • Truist Financial made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #428 holding.
  • Wedmont Private Capital first reported a position in Truist Financial in Q4 2021 and has held it in 18 quarters since.
  • 74 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.