Westwood Holdings Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-10,629
| Closed | -$523K | – | 491 |
|
|
2025
Q4 | $523K | Hold |
10,629
| – | – | ﹤0.01% | 420 |
|
|
2025
Q3 | $486K | Sell |
10,629
-1,316
| -11% | -$59.3K | ﹤0.01% | 424 |
|
|
2025
Q2 | $514K | Sell |
11,945
-645
| -5% | -$25.2K | ﹤0.01% | 415 |
|
|
2025
Q1 | $518K | Buy |
12,590
+99
| +0.8% | +$4.41K | ﹤0.01% | 393 |
|
|
2024
Q4 | $542K | Sell |
12,491
-1,335
| -10% | -$59.6K | ﹤0.01% | 406 |
|
|
2024
Q3 | $591K | Sell |
13,826
-1,721
| -11% | -$72.7K | ﹤0.01% | 389 |
|
|
2024
Q2 | $604K | Buy |
15,547
+1
| +0% | +$38 | ﹤0.01% | 376 |
|
|
2024
Q1 | $606K | Buy |
15,546
+2
| +0% | +$73 | ﹤0.01% | 384 |
|
|
2023
Q4 | $574K | Sell |
15,544
-643
| -4% | -$20.2K | ﹤0.01% | 383 |
|
|
2023
Q3 | $463K | Hold |
16,187
| – | – | ﹤0.01% | 383 |
|
|
2023
Q2 | $491K | Sell |
16,187
-28,956
| -64% | -$899K | ﹤0.01% | 403 |
|
|
2023
Q1 | $1.54M | Buy |
45,143
+6,067
| +16% | +$265K | 0.01% | 323 |
|
|
2022
Q4 | $1.68M | Sell |
39,076
-17,076
| -30% | -$749K | 0.01% | 314 |
|
|
2022
Q3 | $2.44M | Sell |
56,152
-5,189
| -8% | -$250K | 0.03% | 251 |
|
|
2022
Q2 | $2.91M | Sell |
61,341
-349,494
| -85% | -$17.2M | 0.03% | 262 |
|
|
2022
Q1 | $23.3M | Buy |
410,835
+26,154
| +7% | +$1.62M | 0.22% | 136 |
|
|
2021
Q4 | $22.5M | Buy |
384,681
+24,690
| +7% | +$1.51M | 0.2% | 144 |
|
|
2021
Q3 | $21.1M | Buy |
359,991
+327,201
| +998% | +$18.3M | 0.23% | 141 |
|
|
2021
Q2 | $1.82M | Sell |
32,790
-22,551
| -41% | -$1.32M | 0.02% | 296 |
|
|
2021
Q1 | $3.23M | Buy |
55,341
+26,777
| +94% | +$1.47M | 0.03% | 277 |
|
|
2020
Q4 | $1.37M | Sell |
28,564
-503,631
| -95% | -$22.8M | 0.02% | 312 |
|
|
2020
Q3 | $20.3M | Buy |
532,195
+20,111
| +4% | +$758K | 0.26% | 132 |
|
|
2020
Q2 | $19.2M | Sell |
512,084
-84,124
| -14% | -$3.03M | 0.25% | 127 |
|
|
2020
Q1 | $18.4M | Sell |
596,208
-346,316
| -37% | -$16.4M | 0.28% | 119 |
|
|
2019
Q4 | $53.1M | Buy |
942,524
+336,406
| +56% | +$18.2M | 0.57% | 46 |
|
|
2019
Q3 | $32.3M | Sell |
606,118
-59,767
| -9% | -$2.96M | 0.36% | 77 |
|
|
2019
Q2 | $32.7M | Sell |
665,885
-206,469
| -24% | -$10.1M | 0.36% | 74 |
|
|
2019
Q1 | $40.6M | Sell |
872,354
-176,090
| -17% | -$8.59M | 0.42% | 68 |
|
|
2018
Q4 | $45.4M | Sell |
1,048,444
-101,671
| -9% | -$4.88M | 0.52% | 56 |
|
|
2018
Q3 | $55.8M | Sell |
1,150,115
-664,132
| -37% | -$34.1M | 0.49% | 58 |
|
|
2018
Q2 | $91.5M | Buy |
1,814,247
+189,924
| +12% | +$10.1M | 0.77% | 39 |
|
|
2018
Q1 | $84.5M | Sell |
1,624,323
-176,138
| -10% | -$9.49M | 0.69% | 42 |
|
|
2017
Q4 | $89.5M | Buy |
1,800,461
+75,617
| +4% | +$3.65M | 0.67% | 47 |
|
|
2017
Q3 | $81M | Sell |
1,724,844
-17,840
| -1% | -$820K | 0.64% | 52 |
|
|
2017
Q2 | $79.2M | Sell |
1,742,684
-63,525
| -4% | -$2.76M | 0.65% | 48 |
|
|
2017
Q1 | $80.7M | Buy |
1,806,209
+903,335
| +100% | +$42.2M | 0.66% | 53 |
|
|
2016
Q4 | $42.5M | Buy |
+902,874
| New | +$38.4M | 0.35% | 110 |
|
Other funds holding TFC
VCM
VPM
Westwood Holdings Group's TFC Position: Q1 2026 in Review
Westwood Holdings Group sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 10,629 shares — an estimated $523K sold.
Westwood Holdings Group first reported a position in TFC in Q4 2016 and held it in 37 quarters. The position peaked at $91.5M in Q2 2018. 1,644 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Westwood Holdings Group reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
- Westwood Holdings Group sold 10,629 Truist Financial shares in Q1 2026, an estimated $523K.
- Westwood Holdings Group first reported a position in Truist Financial in Q4 2016 and held it in 37 quarters.
- Westwood Holdings Group's Truist Financial position peaked at $91.5M in Q2 2018.
- 1,644 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.