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ZWJ Investment Counsel’s Truist Financial TFC Stock Holding History

ZWJ Investment Counsel’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 		$2.51M Buy
50,460
+6,404
+15% +$315K 0.08% 94
2026
Q1 		$2.03M Sell
44,056
-348
-0.8% -$17.2K 0.07% 98
2025
Q4 		$2.19M Buy
44,404
+1,138
+3% +$52.4K 0.08% 92
2025
Q3 		$1.98M Sell
43,266
-33
-0.1% -$1.49K 0.07% 95
2025
Q2 		$1.86M Sell
43,299
-2,164
-5% -$84.7K 0.07% 95
2025
Q1 		$1.87M Sell
45,463
-990
-2% -$44.1K 0.08% 98
2024
Q4 		$2.02M Sell
46,453
-418
-0.9% -$18.7K 0.08% 92
2024
Q3 		$2M Sell
46,871
-723
-2% -$30.5K 0.08% 92
2024
Q2 		$1.85M Buy
47,594
+3,483
+8% +$132K 0.08% 93
2024
Q1 		$1.72M Sell
44,111
-3,838
-8% -$140K 0.08% 92
2023
Q4 		$1.77M Sell
47,949
-914
-2% -$28.7K 0.09% 88
2023
Q3 		$1.4M Sell
48,863
-8,395
-15% -$258K 0.08% 93
2023
Q2 		$1.74M Sell
57,258
-1,519
-3% -$47.2K 0.09% 87
2023
Q1 		$2M Buy
58,777
+974
+2% +$42.5K 0.11% 80
2022
Q4 		$2.49M Buy
57,803
+5,139
+10% +$225K 0.14% 76
2022
Q3 		$2.29M Sell
52,664
-587
-1% -$28.2K 0.14% 73
2022
Q2 		$2.53M Buy
53,251
+5,062
+11% +$250K 0.15% 72
2022
Q1 		$2.73M Sell
48,189
-770
-2% -$47.6K 0.14% 69
2021
Q4 		$2.87M Sell
48,959
-389
-0.8% -$23.8K 0.15% 70
2021
Q3 		$2.89M Buy
49,348
+3,027
+7% +$169K 0.16% 67
2021
Q2 		$2.57M Sell
46,321
-9,883
-18% -$581K 0.15% 68
2021
Q1 		$3.28M Sell
56,204
-11,883
-17% -$651K 0.2% 65
2020
Q4 		$3.26M Buy
68,087
+2,863
+4% +$130K 0.22% 64
2020
Q3 		$2.48M Sell
65,224
-2,357
-3% -$88.8K 0.2% 66
2020
Q2 		$2.54M Sell
67,581
-3,876
-5% -$140K 0.22% 62
2020
Q1 		$2.2M Sell
71,457
-228
-0.3% -$10.8K 0.2% 72
2019
Q4 		$4.04M Buy
71,685
+43,297
+153% +$2.34M 0.27% 67
2019
Q3 		$1.51M Buy
28,388
+400
+1% +$19.8K 0.12% 75
2019
Q2 		$1.38M Sell
27,988
-1,105
-4% -$54.1K 0.11% 79
2019
Q1 		$1.35M Buy
29,093
+1,228
+4% +$59.9K 0.11% 74
2018
Q4 		$1.21M Sell
27,865
-1,107
-4% -$53.1K 0.11% 82
2018
Q3 		$1.41M Hold
28,972
– – 0.11% 72
2018
Q2 		$1.46M Sell
28,972
-519
-2% -$27.6K 0.13% 69
2018
Q1 		$1.53M Sell
29,491
-557
-2% -$30K 0.14% 69
2017
Q4 		$1.49M Sell
30,048
-1,195
-4% -$57.7K 0.12% 91
2017
Q3 		$1.47M Sell
31,243
-1,000
-3% -$46K 0.11% 85
2017
Q2 		$1.46M Sell
32,243
-75,527
-70% -$3.28M 0.12% 89
2017
Q1 		$4.82M Buy
107,770
+83,671
+347% +$3.91M 0.39% 58
2016
Q4 		$1.13M Sell
24,099
-2,228
-8% -$94.8K 0.11% 83
2016
Q3 		$993K Sell
26,327
-671
-2% -$25K 0.1% 83
2016
Q2 		$961K Sell
26,998
-2,094
-7% -$73.2K 0.1% 88
2016
Q1 		$968K Sell
29,092
-703
-2% -$23.4K 0.1% 85
2015
Q4 		$1.13M Sell
29,795
-1,626
-5% -$61.2K 0.12% 83
2015
Q3 		$1.12M Hold
31,421
– – 0.13% 76
2015
Q2 		$1.27M Hold
31,421
– – 0.13% 76
2015
Q1 		$1.23M Hold
31,421
– – 0.13% 76
2014
Q4 		$1.22M Hold
31,421
– – 0.12% 78
2014
Q3 		$1.17M Sell
31,421
-43
-0.1% -$1.62K 0.13% 79
2014
Q2 		$1.24M Buy
31,464
+43
+0.1% +$1.65K 0.14% 77
2014
Q1 		$1.26M Sell
31,421
-100
-0.3% -$3.83K 0.15% 77
2013
Q4 		$1.18M Hold
31,521
– – 0.14% 79
2013
Q3 		$1.06M Sell
31,521
-27
-0.1% -$943 0.14% 77
2013
Q2 		$1.07M Buy
+31,548
New +$1.01M 0.14% 76

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

ZWJ Investment Counsel's TFC Position: Q2 2026 in Review

ZWJ Investment Counsel increased its Truist Financial (TFC) stake by 15% in Q2 2026, buying an estimated $315K and bringing the position to 50,460 shares worth $2.51M. The position accounts for 0.08% of the portfolio, ranked #94.

ZWJ Investment Counsel first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.82M in Q1 2017. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • ZWJ Investment Counsel held 50,460 shares of Truist Financial worth $2.51M as of Q2 2026.
  • ZWJ Investment Counsel bought 6,404 Truist Financial shares in Q2 2026, an estimated $315K.
  • Truist Financial made up 0.08% of ZWJ Investment Counsel's portfolio in Q2 2026, its #94 holding.
  • ZWJ Investment Counsel first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • ZWJ Investment Counsel's Truist Financial position peaked at $4.82M in Q1 2017.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.