Whittier Trust’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
Q2 | $438K | Sell |
8,526
-1,823
| -18% | -$89.7K | ﹤0.01% | 502 |
|
|
2026
Q1 | $493K | Sell |
10,349
-8
| -0.1% | -$395 | 0.01% | 446 |
|
|
2025
Q4 | $530K | Sell |
10,357
-769
| -7% | -$35.4K | 0.01% | 435 |
|
|
2025
Q3 | $506K | Sell |
11,126
-928
| -8% | -$41.8K | 0.01% | 438 |
|
|
2025
Q2 | $518K | Sell |
12,054
-880
| -7% | -$34.4K | 0.01% | 482 |
|
|
2025
Q1 | $532K | Sell |
12,934
-1,174
| -8% | -$52.3K | 0.01% | 475 |
|
|
2024
Q4 | $612K | Sell |
14,108
-1,123
| -7% | -$50.1K | 0.01% | 461 |
|
|
2024
Q3 | $651K | Sell |
15,231
-2,617
| -15% | -$111K | 0.01% | 456 |
|
|
2024
Q2 | $693K | Sell |
17,848
-5,523
| -24% | -$209K | 0.01% | 428 |
|
|
2024
Q1 | $911K | Sell |
23,371
-14,146
| -38% | -$517K | 0.01% | 375 |
|
|
2023
Q4 | $1.38M | Sell |
37,517
-326,372
| -90% | -$10.2M | 0.02% | 302 |
|
|
2023
Q3 | $10.4M | Buy |
363,889
+1,166
| +0.3% | +$35.9K | 0.19% | 116 |
|
|
2023
Q2 | $11M | Sell |
362,723
-18,957
| -5% | -$589K | 0.19% | 114 |
|
|
2023
Q1 | $13M | Buy |
381,680
+12,217
| +3% | +$533K | 0.24% | 96 |
|
|
2022
Q4 | $15.9M | Buy |
369,463
+732
| +0.2% | +$32.1K | 0.31% | 82 |
|
|
2022
Q3 | $16.1M | Buy |
368,731
+14,399
| +4% | +$693K | 0.34% | 72 |
|
|
2022
Q2 | $16.8M | Buy |
354,332
+1,701
| +0.5% | +$83.9K | 0.34% | 72 |
|
|
2022
Q1 | $20M | Buy |
352,631
+14,715
| +4% | +$909K | 0.34% | 74 |
|
|
2021
Q4 | $19.8M | Buy |
337,916
+9,817
| +3% | +$600K | 0.32% | 82 |
|
|
2021
Q3 | $19.2M | Sell |
328,099
-1,898
| -0.6% | -$106K | 0.35% | 77 |
|
|
2021
Q2 | $18.3M | Buy |
329,997
+12,415
| +4% | +$729K | 0.33% | 75 |
|
|
2021
Q1 | $18.5M | Buy |
317,582
+20,801
| +7% | +$1.14M | 0.36% | 67 |
|
|
2020
Q4 | $14.2M | Buy |
296,781
+30,033
| +11% | +$1.36M | 0.3% | 84 |
|
|
2020
Q3 | $10.1M | Buy |
266,748
+9,032
| +4% | +$340K | 0.24% | 100 |
|
|
2020
Q2 | $9.68M | Buy |
257,716
+252,287
| +4,647% | +$9.09M | 0.27% | 94 |
|
|
2020
Q1 | $167K | Buy |
5,429
+254
| +5% | +$12K | 0.01% | 556 |
|
|
2019
Q4 | $292K | Buy |
5,175
+4,786
| +1,230% | +$259K | 0.01% | 487 |
|
|
2019
Q3 | $21K | Buy |
389
+58
| +18% | +$2.87K | ﹤0.01% | 1014 |
|
|
2019
Q2 | $16K | Hold |
331
| – | – | ﹤0.01% | 999 |
|
|
2019
Q1 | $15K | Sell |
331
-869
| -72% | -$42.4K | ﹤0.01% | 1005 |
|
|
2018
Q4 | $52K | Buy |
1,200
+869
| +263% | +$41.7K | ﹤0.01% | 764 |
|
|
2018
Q3 | $16K | Sell |
331
-69
| -17% | -$3.54K | ﹤0.01% | 987 |
|
|
2018
Q2 | $20K | Sell |
400
-222
| -36% | -$11.8K | ﹤0.01% | 930 |
|
|
2018
Q1 | $32K | Buy |
622
+69
| +12% | +$3.72K | ﹤0.01% | 858 |
|
|
2017
Q4 | $27K | Buy |
553
+288
| +109% | +$13.9K | ﹤0.01% | 873 |
|
|
2017
Q3 | $12K | Hold |
265
| – | – | ﹤0.01% | 999 |
|
|
2017
Q2 | $12K | Hold |
265
| – | – | ﹤0.01% | 963 |
|
|
2017
Q1 | $12K | Buy |
+265
| New | +$12.4K | ﹤0.01% | 978 |
|
|
2016
Q2 | – | Sell |
-4,300
| Closed | -$143K | – | 1217 |
|
|
2016
Q1 | $143K | Sell |
4,300
-40
| -0.9% | -$1.33K | 0.01% | 509 |
|
|
2015
Q4 | $164K | Buy |
4,340
+40
| +0.9% | +$1.5K | 0.01% | 496 |
|
|
2015
Q3 | $153K | Hold |
4,300
| – | – | 0.01% | 493 |
|
|
2015
Q2 | $173K | Hold |
4,300
| – | – | 0.01% | 502 |
|
|
2015
Q1 | $168K | Hold |
4,300
| – | – | 0.01% | 492 |
|
|
2014
Q4 | $167K | Hold |
4,300
| – | – | 0.01% | 467 |
|
|
2014
Q3 | $160K | Hold |
4,300
| – | – | 0.01% | 461 |
|
|
2014
Q2 | $170K | Hold |
4,300
| – | – | 0.01% | 456 |
|
|
2014
Q1 | $173K | Hold |
4,300
| – | – | 0.01% | 463 |
|
|
2013
Q4 | $160K | Hold |
4,300
| – | – | 0.01% | 475 |
|
|
2013
Q3 | $145K | Hold |
4,300
| – | – | 0.01% | 486 |
|
|
2013
Q2 | $146K | Buy |
+4,300
| New | +$137K | 0.01% | 467 |
|
Other funds holding TFC
Whittier Trust's TFC Position: Q2 2026 in Review
Whittier Trust reduced its Truist Financial (TFC) stake by 18% in Q2 2026, selling an estimated $89.7K and leaving 8,526 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #502.
Whittier Trust first reported a position in TFC in Q2 2013 and has held it in 50 quarters since. The position peaked at $20M in Q1 2022. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Whittier Trust held 8,526 shares of Truist Financial worth $438K as of Q2 2026.
- Whittier Trust sold 1,823 Truist Financial shares in Q2 2026, an estimated $89.7K.
- Truist Financial made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #502 holding.
- Whittier Trust first reported a position in Truist Financial in Q2 2013 and has held it in 50 quarters since.
- Whittier Trust's Truist Financial position peaked at $20M in Q1 2022.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.