William B. Walkup & Associates’s Truist Financial TFC Stock Holding History

William B. Walkup & Associates’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 Q3	$1.26M	Hold	27,169	–	–	0.57%	45
2026 Q2	$1.35M	Sell	27,169 -55	-0.2%	-$2.71K	0.65%	39
2026 Q1	$1.12M	Buy	27,224 +30	+0.1%	+$1.48K	0.67%	38
2025 Q4	$1.34M	Hold	27,194	–	–	0.73%	37
2025 Q3	$1.24M	Sell	27,194 -30	-0.1%	-$1.35K	0.67%	39
2025 Q2	$1.17M	Hold	27,224	–	–	0.69%	38
2025 Q1	$1.12M	Hold	27,224	–	–	0.68%	37
2024 Q4	$1.18M	Sell	27,224 -205	-0.7%	-$9.15K	0.75%	36
2024 Q3	$1.17M	Hold	27,429	–	–	0.73%	36
2024 Q2	$1.07M	Buy	+27,429	New	+$1.04M	0.7%	38

Other funds holding TFC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

William B. Walkup & Associates's TFC Position: Q3 2026 in Review

William B. Walkup & Associates held its Truist Financial (TFC) position steady in Q3 2026 at 27,169 shares worth $1.26M. The position accounts for 0.57% of the portfolio, ranked #45.

William B. Walkup & Associates first reported a position in TFC in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.35M in Q2 2026. 1,430 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

William B. Walkup & Associates held 27,169 shares of Truist Financial worth $1.26M as of Q3 2026.
William B. Walkup & Associates left its Truist Financial share count unchanged in Q3 2026.
Truist Financial made up 0.57% of William B. Walkup & Associates's portfolio in Q3 2026, its #45 holding.
William B. Walkup & Associates first reported a position in Truist Financial in Q2 2024 and has held it in 10 quarters since.
William B. Walkup & Associates's Truist Financial position peaked at $1.35M in Q2 2026.
1,430 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.