Woodward Diversified Capital’s Truist Financial TFC Stock Holding History

Woodward Diversified Capital’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	$204K	Sell	4,085 -56	-1%	-$2.75K	0.09%	172
2026 Q1	$209K	Sell	4,141 -45	-1%	-$2.22K	0.1%	166
2025 Q4	$206K	Buy	+4,186	New	+$193K	0.09%	171
2023 Q1	–	Sell	-7,943	Closed	-$342K	–	143
2022 Q4	$342K	Sell	7,943 -791	-9%	-$34.7K	0.28%	93
2022 Q3	$380K	Sell	8,734 -207	-2%	-$9.96K	0.31%	79
2022 Q2	$424K	Buy	8,941 +952	+12%	+$47K	0.32%	79
2022 Q1	$453K	Buy	7,989 +1,074	+16%	+$66.3K	0.3%	87
2021 Q4	$405K	Buy	6,915 +819	+13%	+$50K	0.24%	109
2021 Q3	$358K	Buy	6,096 +473	+8%	+$26.4K	0.22%	115
2021 Q2	$312K	Buy	5,623 +633	+13%	+$37.2K	0.18%	138
2021 Q1	$291K	Buy	+4,990	New	+$273K	0.17%	142

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

Woodward Diversified Capital's TFC Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Truist Financial (TFC) stake by 1.4% in Q2 2026, selling an estimated $2.75K and leaving 4,085 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #172.

Woodward Diversified Capital first reported a position in TFC in Q1 2021 and has held it in 11 quarters since. The position peaked at $453K in Q1 2022. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Woodward Diversified Capital held 4,085 shares of Truist Financial worth $204K as of Q2 2026.
Woodward Diversified Capital sold 56 Truist Financial shares in Q2 2026, an estimated $2.75K.
Truist Financial made up 0.09% of Woodward Diversified Capital's portfolio in Q2 2026, its #172 holding.
Woodward Diversified Capital first reported a position in Truist Financial in Q1 2021 and has held it in 11 quarters since.
Woodward Diversified Capital's Truist Financial position peaked at $453K in Q1 2022.
740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.