James T. Borello RIA
TFC icon

James T. Borello RIA’s Truist Financial TFC Stock Holding History

James T. Borello RIA’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 		$24.2K Sell
522
-13
-2% -$661 0.01% 376
2026
Q2 		$26.7K Sell
535
-41
-7% -$2.02K 0.01% 341
2026
Q1 		$26.5K Buy
576
+379
+192% +$18.7K 0.01% 313
2025
Q4 		$9.7K Buy
197
+49
+33% +$2.26K ﹤0.01% 420
2025
Q3 		$6.77K Buy
+148
New +$6.67K ﹤0.01% 375

Other funds holding TFC

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

James T. Borello RIA's TFC Position: Q3 2026 in Review

James T. Borello RIA reduced its Truist Financial (TFC) stake by 2.4% in Q3 2026, selling an estimated $661 and leaving 522 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #376.

James T. Borello RIA first reported a position in TFC in Q3 2025 and has held it in 5 quarters since. The position peaked at $26.7K in Q2 2026. 581 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • James T. Borello RIA held 522 shares of Truist Financial worth $24.2K as of Q3 2026.
  • James T. Borello RIA sold 13 Truist Financial shares in Q3 2026, an estimated $661.
  • Truist Financial made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #376 holding.
  • James T. Borello RIA first reported a position in Truist Financial in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Truist Financial position peaked at $26.7K in Q2 2026.
  • 581 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.