David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Truist Financial Corp. (TFC)
← All TFC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 3.10 $25.56–47.05 · VW $34.36i SEC
2022   Q4 480,243 3.10 Reduce 1.31% 0.05 $40.55–51.26 · VW $46.25i $20,664,856 SEC
2022   Q3 486,631 3.47 Reduce 4.61% 0.17 $40.01–49.81 · VW $45.54i $21,188,000 SEC
2022   Q2 510,158 3.72 Add 21.69% 0.66 $44.68–52.22 · VW $47.91i $24,197,000 SEC
2022   Q1 419,232 3.20 Add 4.80% 0.15 $44.85–61.50 · VW $52.03i $23,770,000 SEC
2021   Q4 400,045 3.05 Add 1.42% 0.04 $54.73–68.95 · VW $61.97i $23,423,000 SEC
2021   Q3 394,440 3.26 Add 4.01% 0.13 $52.63–65.42 · VW $59.12i $23,134,000 SEC
2021   Q2 379,235 3.03 Add 3.92% 0.11 $51.87–62.59 · VW $57.17i $21,048,000 SEC
2021   Q1 364,939 3.17 Add 1.03% 0.03 $55.16–62.69 · VW $59.88i $21,283,000 SEC
2020   Q4 361,212 2.92 Reduce 0.63% 0.02 $45.44–61.26 · VW $54.55i $17,313,000 SEC
2020   Q3 363,496 2.69 Reduce 5.85% 0.16 $34.86–49.72 · VW $43.67i $13,831,000 SEC
2020   Q2 386,093 2.78 Add 12.62% 0.31 $33.47–46.53 · VW $39.60i $14,498,000 SEC
2020   Q1 342,824 2.41 Reduce 3.62% 0.12 $24.01–49.40 · VW $36.73i $10,573,000 SEC
2019   Q4 355,713 3.27 Add 0.42% 0.01 $44.92–56.92 · VW $49.33i $20,034,000 SEC
2019   Q3 354,219 3.36 Reduce 0.57% 0.02 $46.33–55.66 · VW $52.24i $18,905,000 SEC
2019   Q2 356,237 3.16 Reduce 0.90% 0.03 $44.98–52.03 · VW $48.22i $17,502,000 SEC
2019   Q1 359,463 2.91 Add 0.51% 0.01 $44.51–52.45 · VW $47.90i $16,726,000 SEC
2018   Q4 357,630 2.92 Add 5.42% 0.15 $40.68–52.08 · VW $47.91i $15,493,000 SEC
2018   Q3 339,247 2.67 Add 5.92% 0.15 $45.93–52.58 · VW $49.87i $16,467,000 SEC
2018   Q2 320,273 2.71 Reduce 0.97% 0.03 $49.71–54.96 · VW $52.11i $16,155,000 SEC
2018   Q1 323,419 2.80 Reduce 0.10% <0.01 $50.13–56.31 · VW $52.98i $16,831,000 SEC
2017   Q4 323,731 2.57 Reduce 1.24% 0.03 $48.21–56.19 · VW $52.92i $16,096,000 SEC
2017   Q3 327,798 2.54 Add 2.07% 0.05 $43.03–50.12 · VW $47.52i $15,387,000 SEC
2017   Q2 321,156 2.50 Add 8.11% 0.19 $41.46–48.90 · VW $45.48i $14,584,000 SEC
2017   Q1 297,071 2.33 Reduce 1.94% 0.05 $41.17–49.88 · VW $44.23i $13,279,000 SEC
2016   Q4 302,953 2.41 Add 1.31% 0.03 $44.81–48.53 · VW $47.19i $14,245,000 SEC
2016   Q3 299,045 1.99 Add 0.42% <0.01 $36.80–45.31 · VW $42.45i $11,280,000 SEC
2016   Q2 297,783 2.06 Reduce 2.43% 0.05 $32.85–38.51 · VW $36.62i $10,604,000 SEC
2016   Q1 305,197 2.00 Reduce 28.27% 0.88 $32.22–36.63 · VW $35.07i $10,154,000 SEC
2015   Q4 425,496 3.13 Reduce 31.04% 0.98 $29.95–39.28 · VW $33.80i $16,088,000 SEC
2015   Q3 617,010 3.17 Reduce 3.48% 0.11 $34.24–39.47 · VW $37.44i $21,966,000 SEC
2015   Q2 639,247 3.24 Reduce 7.96% 0.25 $34.76–41.90 · VW $37.86i $25,768,000 SEC
2015   Q1 694,565 3.13 Reduce 0.00% $37.33–40.17 · VW $38.99i $27,081,000 SEC
2014   Q4 694,572 3.05 Add 0.06% <0.01 $34.95–39.69 · VW $37.56i $27,012,000 SEC
2014   Q3 694,176 3.01 Add 1.25% 0.04 $34.50–39.10 · VW $37.06i $25,830,000 SEC
2014   Q2 685,627 3.08 Add 0.33% 0.01 $35.86–40.21 · VW $37.80i $27,034,000 SEC
2014   Q1 683,367 3.29 Reduce 0.12% <0.01 $36.38–41.04 · VW $38.45i $27,451,000 SEC
2013   Q4 684,212 3.10 Add 2.12% 0.06 $34.06–39.34 · VW $37.07i $25,535,000 SEC
2013   Q3 670,027 3.05 Add 1.91% 0.06 $32.65–35.58 · VW $34.32i $22,613,000 SEC
2013   Q2 657,465 3.11 Add 5.84% 0.17 $32.10–36.59 · VW $34.22i $22,275,000 SEC
2013   Q1 621,205 2.89 Add 20.57% 0.49 $29.18–33.69 · VW $31.93i $19,500,000 SEC
2012   Q4 515,222 2.46 Add 6.83% 0.16 $27.52–31.36 · VW $29.75i $14,998,000 SEC
2012   Q3 482,270 2.39 Reduce 10.21% 0.24 $26.86–34.37 · VW $29.80i $15,992,000 SEC
2012   Q2 537,092 2.39 Reduce 0.71% 0.02 $27.40–32.73 · VW $30.56i $16,569,000 SEC
2012   Q1 540,952 2.23 Reduce 2.56% 0.05 $28.24–32.74 · VW $30.40i $16,980,000 SEC
2011   Q4 555,192 2.00 Reduce 4.23% 0.08 $22.62–30.40 · VW $27.42i $13,974,000 SEC
2011   Q3 579,727 1.84 Reduce 0.17% <0.01 $19.76–24.30 · VW $22.41i $12,366,000 SEC
2011   Q2 580,699 1.82 Add 5.61% 0.10 $18.92–27.42 · VW $22.88i $15,586,000 SEC
2011   Q1 549,858 1.77 Add 43.81% 0.54 $25.30–27.93 · VW $26.92i $15,094,000 SEC
2010   Q4 382,342 1.27 Buy 1.27 $23.44–29.60 · VW $26.88i $10,052,000 SEC
2001   Q2 0 0.00 Sell 100.00% 0.19 $34.74–38.84 · VW $36.79i SEC
2001   Q1 28,590 0.19 Reduce 20.27% 0.05 $30.24–37.08 · VW $34.49i $1,006,000 SEC
2000   Q4 35,860 0.26 Add 28.95% 0.06 $32.00–38.25 · VW $35.46i $1,338,000 SEC
2000   Q3 27,810 0.20 Buy 0.20 $26.25–33.63 · VW $31.08i $838,000 SEC
Price snapshot:
Current price$51.95
52-week low$39.49
52-week high$55.06