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Whitener Capital Management’s Truist Financial TFC Stock Holding History

Whitener Capital Management’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 		$5.75M Sell
115,450
-5,165
-4% -$254K 1.22% 20
2026
Q1 		$5.54M Sell
120,615
-341
-0.3% -$16.9K 1.26% 20
2025
Q4 		$5.95M Sell
120,956
-1,029
-0.8% -$47.4K 1.35% 17
2025
Q3 		$5.58M Buy
121,985
+1,051
+0.9% +$47.4K 1.34% 17
2025
Q2 		$5.2M Buy
120,934
+226
+0.2% +$8.84K 1.38% 17
2025
Q1 		$4.97M Sell
120,708
-2,672
-2% -$119K 1.41% 18
2024
Q4 		$5.35M Sell
123,380
-16,576
-12% -$740K 1.5% 16
2024
Q3 		$5.99M Sell
139,956
-5,729
-4% -$242K 1.7% 15
2024
Q2 		$5.66M Sell
145,685
-4,225
-3% -$160K 1.71% 15
2024
Q1 		$5.84M Buy
149,910
+1,287
+0.9% +$47.1K 1.91% 13
2023
Q4 		$5.49M Buy
148,623
+9,846
+7% +$309K 1.99% 12
2023
Q3 		$3.97M Buy
138,777
+12,994
+10% +$400K 1.59% 19
2023
Q2 		$3.82M Buy
125,783
+40,968
+48% +$1.27M 1.46% 20
2023
Q1 		$2.89M Sell
84,815
-393
-0.5% -$17.2K 1.21% 22
2022
Q4 		$3.67M Buy
85,208
+4,335
+5% +$190K 1.6% 20
2022
Q3 		$3.52M Buy
80,873
+11,918
+17% +$573K 1.66% 19
2022
Q2 		$3.27M Buy
68,955
+16,155
+31% +$797K 1.47% 20
2022
Q1 		$2.99M Buy
52,800
+4,271
+9% +$264K 1.12% 22
2021
Q4 		$2.84M Buy
48,529
+10,243
+27% +$626K 1.02% 26
2021
Q3 		$1.83M Sell
38,286
-5,123
-12% -$286K 0.84% 29
2021
Q2 		$2.41M Buy
43,409
+4,048
+10% +$238K 0.96% 26
2021
Q1 		$2.29M Buy
39,361
+1,075
+3% +$58.9K 0.99% 25
2020
Q4 		$1.83M Sell
38,286
-2,580
-6% -$117K 0.84% 29
2020
Q3 		$1.55M Sell
40,866
-1,368
-3% -$51.5K 0.75% 37
2020
Q2 		$1.58M Sell
42,234
-760
-2% -$27.4K 0.82% 34
2020
Q1 		$1.32M Buy
42,994
+4,003
+10% +$189K 0.86% 35
2019
Q4 		$2.19M Buy
38,991
+1,196
+3% +$64.8K 1.14% 20
2019
Q3 		$2.02M Sell
37,795
-794
-2% -$39.3K 1.11% 20
2019
Q2 		$1.9M Buy
38,589
+6,829
+22% +$335K 1.08% 20
2019
Q1 		$1.48M Sell
31,760
-5,639
-15% -$275K 0.97% 22
2018
Q4 		$1.62M Buy
37,399
+4,739
+15% +$228K 1.19% 18
2018
Q3 		$1.58M Sell
32,660
-696
-2% -$35.7K 1.04% 19
2018
Q2 		$1.68M Sell
33,356
-275
-0.8% -$14.6K 1.32% 18
2018
Q1 		$1.75M Buy
33,631
+9,462
+39% +$510K 1.34% 17
2017
Q4 		$1.2M Buy
+24,169
New +$1.17M 1.03% 22

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

Whitener Capital Management's TFC Position: Q2 2026 in Review

Whitener Capital Management reduced its Truist Financial (TFC) stake by 4.3% in Q2 2026, selling an estimated $254K and leaving 115,450 shares worth $5.75M. The position accounts for 1.22% of the portfolio, ranked #20.

Whitener Capital Management first reported a position in TFC in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.99M in Q3 2024. 385 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Whitener Capital Management held 115,450 shares of Truist Financial worth $5.75M as of Q2 2026.
  • Whitener Capital Management sold 5,165 Truist Financial shares in Q2 2026, an estimated $254K.
  • Truist Financial made up 1.22% of Whitener Capital Management's portfolio in Q2 2026, its #20 holding.
  • Whitener Capital Management first reported a position in Truist Financial in Q4 2017 and has held it in 35 quarters since.
  • Whitener Capital Management's Truist Financial position peaked at $5.99M in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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