Westhampton Capital
TFC icon

Westhampton Capital’s Truist Financial TFC Stock Holding History

Westhampton 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 		$516K Sell
11,134
-1,175
-10% -$59.7K 0.23% 85
2026
Q2 		$613K Hold
12,309
– – 0.25% 83
2026
Q1 		$566K Sell
12,309
-146
-1% -$7.21K 0.26% 80
2025
Q4 		$613K Sell
12,455
-300
-2% -$13.8K 0.29% 77
2025
Q3 		$583K Sell
12,755
-170
-1% -$7.66K 0.28% 80
2025
Q2 		$556K Hold
12,925
– – 0.29% 83
2025
Q1 		$532K Sell
12,925
-1,000
-7% -$44.6K 0.29% 83
2024
Q4 		$604K Sell
13,925
-2,095
-13% -$93.5K 0.31% 81
2024
Q3 		$685K Buy
16,020
+4,150
+35% +$175K 0.35% 76
2024
Q2 		$461K Hold
11,870
– – 0.25% 86
2024
Q1 		$463K Sell
11,870
-100
-0.8% -$3.66K 0.25% 88
2023
Q4 		$442K Sell
11,970
-310
-3% -$9.7K 0.26% 87
2023
Q3 		$351K Buy
12,280
+150
+1% +$4.61K 0.23% 93
2023
Q2 		$368K Sell
12,130
-1,742
-13% -$54.1K 0.24% 87
2023
Q1 		$473K Hold
13,872
– – 0.3% 88
2022
Q4 		$597K Sell
13,872
-1,000
-7% -$43.9K 0.4% 76
2022
Q3 		$648K Hold
14,872
– – 0.49% 62
2022
Q2 		$705K Buy
14,872
+1,920
+15% +$94.7K 0.5% 63
2022
Q1 		$734K Hold
12,952
– – 0.47% 62
2021
Q4 		$758K Sell
12,952
-37
-0.3% -$2.26K 0.46% 67
2021
Q3 		$762K Sell
12,989
-1,000
-7% -$55.9K 0.52% 60
2021
Q2 		$776K Hold
13,989
– – 0.5% 61
2021
Q1 		$816K Hold
13,989
– – 0.56% 56
2020
Q4 		$670K Buy
13,989
+2,350
+20% +$106K 0.5% 57
2020
Q3 		$443K Sell
11,639
-492
-4% -$18.5K 0.36% 75
2020
Q2 		$456K Sell
12,131
-75
-0.6% -$2.7K 0.4% 68
2020
Q1 		$376K Sell
12,206
-900
-7% -$42.6K 0.39% 67
2019
Q4 		$738K Buy
13,106
+2,769
+27% +$150K 0.6% 51
2019
Q3 		$552K Buy
10,337
+350
+4% +$17.3K 0.46% 58
2019
Q2 		$491K Buy
+9,987
New +$489K 0.41% 67

Other funds holding TFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Westhampton Capital's TFC Position: Q3 2026 in Review

Westhampton Capital reduced its Truist Financial (TFC) stake by 9.5% in Q3 2026, selling an estimated $59.7K and leaving 11,134 shares worth $516K. The position accounts for 0.23% of the portfolio, ranked #85.

Westhampton Capital first reported a position in TFC in Q2 2019 and has held it in 30 quarters since. The position peaked at $816K in Q1 2021. 869 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Westhampton Capital held 11,134 shares of Truist Financial worth $516K as of Q3 2026.
  • Westhampton Capital sold 1,175 Truist Financial shares in Q3 2026, an estimated $59.7K.
  • Truist Financial made up 0.23% of Westhampton Capital's portfolio in Q3 2026, its #85 holding.
  • Westhampton Capital first reported a position in Truist Financial in Q2 2019 and has held it in 30 quarters since.
  • Westhampton Capital's Truist Financial position peaked at $816K in Q1 2021.
  • 869 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Westhampton Capital's 13F filing for Q3 2026, filed 30 Oct 2026.