WTC
TFC icon

WhitTier Trust Company’s Truist Financial TFC Stock Holding History

WhitTier Trust Company’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 		$351K Sell
6,825
-1,085
-14% -$53.4K 0.01% 440
2026
Q1 		$377K Buy
7,910
+80
+1% +$3.95K 0.01% 411
2025
Q4 		$401K Sell
7,830
-454
-5% -$20.9K 0.01% 389
2025
Q3 		$377K Sell
8,284
-24
-0.3% -$1.08K 0.01% 384
2025
Q2 		$357K Buy
8,308
+66
+0.8% +$2.58K 0.01% 432
2025
Q1 		$339K Sell
8,242
-706
-8% -$31.5K 0.01% 438
2024
Q4 		$388K Sell
8,948
-323
-3% -$14.4K 0.01% 397
2024
Q3 		$397K Sell
9,271
-723
-7% -$30.5K 0.01% 386
2024
Q2 		$388K Buy
9,994
+67
+0.7% +$2.53K 0.01% 375
2024
Q1 		$387K Sell
9,927
-2,471
-20% -$90.4K 0.01% 371
2023
Q4 		$458K Sell
12,398
-140,488
-92% -$4.41M 0.01% 349
2023
Q3 		$4.37M Buy
152,886
+471
+0.3% +$14.5K 0.15% 134
2023
Q2 		$4.62M Buy
152,415
+1,402
+0.9% +$43.5K 0.16% 134
2023
Q1 		$5.15M Buy
151,013
+3,762
+3% +$164K 0.19% 122
2022
Q4 		$6.33M Sell
147,251
-1,332
-0.9% -$58.4K 0.25% 100
2022
Q3 		$6.47M Buy
148,583
+7,412
+5% +$357K 0.28% 83
2022
Q2 		$6.7M Buy
141,171
+9,347
+7% +$461K 0.28% 88
2022
Q1 		$7.47M Buy
131,824
+15,222
+13% +$940K 0.27% 87
2021
Q4 		$6.83M Buy
116,602
+8,146
+8% +$498K 0.25% 94
2021
Q3 		$6.36M Buy
108,456
+3,874
+4% +$216K 0.26% 94
2021
Q2 		$5.8M Sell
104,582
-804
-0.8% -$47.2K 0.24% 101
2021
Q1 		$6.14M Buy
105,386
+8,237
+8% +$451K 0.27% 88
2020
Q4 		$4.66M Buy
97,149
+6,616
+7% +$300K 0.23% 101
2020
Q3 		$3.44M Buy
90,533
+2,038
+2% +$76.8K 0.2% 113
2020
Q2 		$3.32M Buy
88,495
+81,473
+1,160% +$2.93M 0.21% 106
2020
Q1 		$216K Buy
7,022
+3,234
+85% +$153K 0.02% 382
2019
Q4 		$213K Buy
3,788
+1,416
+60% +$76.7K 0.01% 394
2019
Q3 		$127K Hold
2,372
– – 0.01% 442
2019
Q2 		$117K Buy
2,372
+4
+0.2% +$196 0.01% 455
2019
Q1 		$110K Sell
2,368
-84
-3% -$4.1K 0.01% 465
2018
Q4 		$106K Buy
2,452
+302
+14% +$14.5K 0.01% 449
2018
Q3 		$104K Hold
2,150
– – 0.01% 483
2018
Q2 		$108K Hold
2,150
– – 0.01% 471
2018
Q1 		$112K Sell
2,150
-314
-13% -$16.9K 0.01% 459
2017
Q4 		$123K Hold
2,464
– – 0.01% 426
2017
Q3 		$116K Buy
2,464
+87
+4% +$4K 0.01% 410
2017
Q2 		$108K Sell
2,377
-249
-9% -$10.8K 0.01% 415
2017
Q1 		$117K Hold
2,626
– – 0.01% 403
2016
Q4 		$123K Buy
2,626
+176
+7% +$7.49K 0.01% 400
2016
Q3 		$92K Hold
2,450
– – 0.01% 437
2016
Q2 		$87K Buy
2,450
+290
+13% +$10.1K 0.01% 442
2016
Q1 		$72K Buy
2,160
+1,650
+324% +$54.8K 0.01% 469
2015
Q4 		$19K Hold
510
– – ﹤0.01% 687
2015
Q3 		$18K Hold
510
– – ﹤0.01% 704
2015
Q2 		$21K Hold
510
– – ﹤0.01% 703
2015
Q1 		$20K Hold
510
– – ﹤0.01% 711
2014
Q4 		$20K Hold
510
– – ﹤0.01% 704
2014
Q3 		$19K Hold
510
– – ﹤0.01% 711
2014
Q2 		$20K Hold
510
– – ﹤0.01% 717
2014
Q1 		$20K Hold
510
– – ﹤0.01% 737
2013
Q4 		$19K Hold
510
– – ﹤0.01% 699
2013
Q3 		$17K Hold
510
– – ﹤0.01% 703
2013
Q2 		$17K Buy
+510
New +$16.3K ﹤0.01% 679

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

WhitTier Trust Company's TFC Position: Q2 2026 in Review

WhitTier Trust Company reduced its Truist Financial (TFC) stake by 14% in Q2 2026, selling an estimated $53.4K and leaving 6,825 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #440.

WhitTier Trust Company first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.47M in Q1 2022. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • WhitTier Trust Company held 6,825 shares of Truist Financial worth $351K as of Q2 2026.
  • WhitTier Trust Company sold 1,085 Truist Financial shares in Q2 2026, an estimated $53.4K.
  • Truist Financial made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #440 holding.
  • WhitTier Trust Company first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • WhitTier Trust Company's Truist Financial position peaked at $7.47M in Q1 2022.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.