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Whitney & Co’s Truist Financial TFC Stock Holding History

Whitney & Co’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 		$457K Sell
9,177
-590
-6% -$29K 0.03% 127
2026
Q1 		$449K Hold
9,767
– – 0.04% 128
2025
Q4 		$481K Sell
9,767
-64
-0.7% -$2.95K 0.04% 121
2025
Q3 		$449K Sell
9,831
-356
-3% -$16.1K 0.04% 94
2025
Q2 		$438K Hold
10,187
– – 0.04% 93
2025
Q1 		$419K Sell
10,187
-129
-1% -$5.75K 0.04% 93
2024
Q4 		$448K Sell
10,316
-7
-0.1% -$312 0.05% 88
2024
Q3 		$442K Buy
10,323
+7
+0.1% +$296 0.05% 90
2024
Q2 		$401K Sell
10,316
-4,100
-28% -$155K 0.05% 91
2024
Q1 		$562K Hold
14,416
– – 0.07% 82
2023
Q4 		$532K Sell
14,416
-129
-0.9% -$4.05K 0.07% 84
2023
Q3 		$416K Sell
14,545
-136
-0.9% -$4.18K 0.06% 90
2023
Q2 		$446K Sell
14,681
-388
-3% -$12.1K 0.06% 90
2023
Q1 		$514K Sell
15,069
-814
-5% -$35.5K 0.08% 82
2022
Q4 		$683K Sell
15,883
-258
-2% -$11.3K 0.13% 76
2022
Q3 		$703K Sell
16,141
-453
-3% -$21.8K 0.14% 77
2022
Q2 		$787K Sell
16,594
-582
-3% -$28.7K 0.14% 74
2022
Q1 		$974K Buy
17,176
+214
+1% +$13.2K 0.15% 74
2021
Q4 		$993K Sell
16,962
-395
-2% -$24.1K 0.15% 71
2021
Q3 		$1.02M Sell
17,357
-663
-4% -$37K 0.16% 67
2021
Q2 		$1M Sell
18,020
-420
-2% -$24.7K 0.16% 64
2021
Q1 		$1.07M Sell
18,440
-1,190
-6% -$65.2K 0.19% 61
2020
Q4 		$986K Sell
19,630
-441
-2% -$20K 0.16% 69
2020
Q3 		$764K Sell
20,071
-689
-3% -$26K 0.14% 71
2020
Q2 		$780K Sell
20,760
-3,921
-16% -$141K 0.16% 65
2020
Q1 		$761K Sell
24,681
-5,236
-18% -$248K 0.19% 62
2019
Q4 		$1.69M Buy
+29,917
New +$1.62M 0.34% 60
2018
Q4 		– Sell
-122
Closed -$6K – 421
2018
Q3 		$6K Buy
+122
New +$6.26K ﹤0.01% 378

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Whitney & Co's TFC Position: Q2 2026 in Review

Whitney & Co reduced its Truist Financial (TFC) stake by 6% in Q2 2026, selling an estimated $29K and leaving 9,177 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #127.

Whitney & Co first reported a position in TFC in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.69M in Q4 2019. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Whitney & Co held 9,177 shares of Truist Financial worth $457K as of Q2 2026.
  • Whitney & Co sold 590 Truist Financial shares in Q2 2026, an estimated $29K.
  • Truist Financial made up 0.03% of Whitney & Co's portfolio in Q2 2026, its #127 holding.
  • Whitney & Co first reported a position in Truist Financial in Q3 2018 and has held it in 28 quarters since.
  • Whitney & Co's Truist Financial position peaked at $1.69M in Q4 2019.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.