WG
TFC icon

Welch Group’s Truist Financial TFC Stock Holding History

Welch Group’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 		$66.7M Buy
1,339,362
+10,199
+0.8% +$502K 2.28% 19
2026
Q1 		$61.1M Buy
1,329,163
+5,100
+0.4% +$252K 2.3% 18
2025
Q4 		$65.2M Buy
1,324,063
+12,127
+0.9% +$559K 2.51% 16
2025
Q3 		$60M Buy
1,311,936
+13,101
+1% +$591K 2.34% 21
2025
Q2 		$55.8M Buy
1,298,835
+44,464
+4% +$1.74M 2.33% 23
2025
Q1 		$50.8M Buy
1,254,371
+6,949
+0.6% +$310K 2.23% 28
2024
Q4 		$54.1M Buy
1,247,422
+5,588
+0.4% +$249K 2.44% 22
2024
Q3 		$53.1M Buy
1,241,834
+19,054
+2% +$805K 2.31% 24
2024
Q2 		$47.5M Buy
1,222,780
+25,271
+2% +$955K 2.28% 26
2024
Q1 		$46.7M Buy
1,197,509
+480,883
+67% +$17.6M 2.32% 24
2023
Q4 		$26.5M Sell
716,626
-372,478
-34% -$11.7M 1.42% 31
2023
Q3 		$31.2M Buy
1,089,104
+83,069
+8% +$2.55M 1.85% 31
2023
Q2 		$30.5M Buy
1,006,035
+119,471
+13% +$3.71M 1.75% 31
2023
Q1 		$30.2M Buy
886,564
+117,421
+15% +$5.13M 1.76% 31
2022
Q4 		$33.1M Buy
769,143
+887
+0.1% +$38.9K 1.89% 29
2022
Q3 		$33.5M Buy
768,256
+55,070
+8% +$2.65M 2.18% 28
2022
Q2 		$33.8M Buy
713,186
+639,441
+867% +$31.5M 2.06% 29
2022
Q1 		$4.18M Buy
73,745
+5,875
+9% +$363K 0.24% 50
2021
Q4 		$3.97M Buy
67,870
+3,162
+5% +$193K 0.23% 49
2021
Q3 		$3.79M Buy
64,708
+8,191
+14% +$458K 0.26% 49
2021
Q2 		$3.14M Buy
56,517
+5,080
+10% +$298K 0.21% 51
2021
Q1 		$3M Buy
51,437
+10,876
+27% +$596K 0.22% 47
2020
Q4 		$1.94M Buy
40,561
+4,577
+13% +$207K 0.16% 57
2020
Q3 		$1.37M Buy
35,984
+2,069
+6% +$78K 0.12% 54
2020
Q2 		$1.27M Buy
33,915
+13,471
+66% +$485K 0.12% 53
2020
Q1 		$630K Buy
20,444
+8,414
+70% +$398K 0.07% 67
2019
Q4 		$678K Buy
12,030
+3,070
+34% +$166K 0.07% 67
2019
Q3 		$478K Buy
8,960
+331
+4% +$16.4K 0.05% 79
2019
Q2 		$424K Buy
8,629
+346
+4% +$16.9K 0.05% 79
2019
Q1 		$385K Buy
8,283
+2,243
+37% +$109K 0.04% 85
2018
Q4 		$262K Buy
6,040
+61
+1% +$2.93K 0.03% 97
2018
Q3 		$290 Buy
5,979
+929
+18% +$47.7K 0.03% 99
2018
Q2 		$255K Buy
5,050
+85
+2% +$4.52K 0.03% 101
2018
Q1 		$258K Buy
4,965
+967
+24% +$52.1K 0.03% 94
2017
Q4 		$199K Hold
3,998
– – 0.03% 101
2017
Q3 		$188K Sell
3,998
-4,679
-54% -$215K 0.03% 96
2017
Q2 		$394K Buy
8,677
+5,309
+158% +$231K 0.07% 86
2017
Q1 		$151K Buy
+3,368
New +$157K 0.03% 96
2016
Q2 		– Sell
-4,981
Closed -$166K – 135
2016
Q1 		$166K Hold
4,981
– – 0.03% 118
2015
Q4 		$188K Buy
4,981
+46
+0.9% +$1.73K 0.03% 109
2015
Q3 		$176K Buy
4,935
+120
+2% +$4.63K 0.03% 106
2015
Q2 		$194K Hold
4,815
– – 0.04% 111
2015
Q1 		$188 Hold
4,815
– – 0.03% 113
2014
Q4 		$187K Buy
4,815
+151
+3% +$5.68K 0.04% 109
2014
Q3 		$174K Hold
4,664
– – 0.04% 114
2014
Q2 		$184K Hold
4,664
– – 0.04% 111
2014
Q1 		$187K Sell
4,664
-370
-7% -$14.2K 0.04% 96
2013
Q4 		$188K Buy
5,034
+918
+22% +$31.7K 0.04% 99
2013
Q3 		$139K Buy
+4,116
New +$144K 0.03% 115

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Welch Group's TFC Position: Q2 2026 in Review

Welch Group increased its Truist Financial (TFC) stake by 0.77% in Q2 2026, buying an estimated $502K and bringing the position to 1,339,362 shares worth $66.7M. The position accounts for 2.28% of the portfolio, ranked #19.

Welch Group first reported a position in TFC in Q3 2013 and has held it in 49 quarters since. 661 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Welch Group held 1,339,362 shares of Truist Financial worth $66.7M as of Q2 2026.
  • Welch Group bought 10,199 Truist Financial shares in Q2 2026, an estimated $502K.
  • Truist Financial made up 2.28% of Welch Group's portfolio in Q2 2026, its #19 holding.
  • Welch Group first reported a position in Truist Financial in Q3 2013 and has held it in 49 quarters since.
  • 661 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.