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West Branch Capital’s Truist Financial TFC Stock Holding History

West Branch 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 		$349 Hold
7
– – ﹤0.01% 330
2026
Q1 		$322 Hold
7
– – ﹤0.01% 353
2025
Q4 		$345 Hold
7
– – ﹤0.01% 387
2025
Q3 		$321 Hold
7
– – ﹤0.01% 420
2025
Q2 		$301 Hold
7
– – ﹤0.01% 439
2025
Q1 		$289 Hold
7
– – ﹤0.01% 461
2024
Q4 		$304 Hold
7
– – ﹤0.01% 456
2024
Q3 		$300 Buy
+7
New +$296 ﹤0.01% 440

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

West Branch Capital's TFC Position: Q2 2026 in Review

West Branch Capital held its Truist Financial (TFC) position steady in Q2 2026 at 7 shares worth $349. The position accounts for ﹤0.01% of the portfolio, ranked #330.

West Branch Capital first reported a position in TFC in Q3 2024 and has held it in 8 quarters since. 385 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • West Branch Capital held 7 shares of Truist Financial worth $349 as of Q2 2026.
  • West Branch Capital left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #330 holding.
  • West Branch Capital first reported a position in Truist Financial in Q3 2024 and has held it in 8 quarters since.
  • 385 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.