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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

William B. Walkup & Associates's TFC Position: Q2 2026 in Review

William B. Walkup & Associates reduced its Truist Financial (TFC) stake by 0.2% in Q2 2026, selling an estimated $2.71K and leaving 27,169 shares worth $1.35M. The position accounts for 0.65% of the portfolio, ranked #39.

William B. Walkup & Associates first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

William B. Walkup & Associates held 27,169 shares of Truist Financial worth $1.35M as of Q2 2026.
William B. Walkup & Associates sold 55 Truist Financial shares in Q2 2026, an estimated $2.71K.
Truist Financial made up 0.65% of William B. Walkup & Associates's portfolio in Q2 2026, its #39 holding.
William B. Walkup & Associates first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.