Baugh & Associates, LLC
- SEC CIK
- 0001730818
- Latest filing
- Jul 10, 2026
TFC holding history
Truist Financial Corp in every 13F filed by Baugh & Associates, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TFC overviewAll 13F holders of TFCFull Q2 2026 holdings
- Shares (Q2 2026)
- 112,195
- Value
- $5.59M
- % of portfolio
- 2.5%
- Quarters held
- 13
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 112,195 | $5.59M | 2.5% | −9,952−8.1% | Reduced | Holders |
| Q1 2026 | 122,147 | $5.62M | 2.4% | −420−0.3% | Reduced | Holders |
| Q4 2025 | 122,567 | $5.61M | 2.8% | −3,476−2.8% | Reduced | Holders |
| Q3 2025 | 126,043 | $5.30M | 2.6% | −3,023−2.3% | Reduced | Holders |
| Q2 2025 | 129,066 | $5.14M | 2.7% | −5,961−4.4% | Reduced | Holders |
| Q1 2025 | 135,027 | $5.32M | 2.7% | −510−0.4% | Reduced | Holders |
| Q4 2024 | 135,537 | $5.67M | 2.9% | +75+0.1% | Added | Holders |
| Q3 2024 | 135,462 | $5.57M | 2.9% | +2,083+1.6% | Added | Holders |
| Q2 2024 | 133,379 | $5.39M | 2.8% | +11,993+9.9% | Added | Holders |
| Q1 2024 | 121,386 | $4.73M | 2.5% | +675+0.6% | Added | Holders |
| Q4 2023 | 120,711 | $4.46M | 2.6% | −975−0.8% | Reduced | Holders |
| Q3 2023 | 121,686 | $3.48M | 2.2% | +286+0.2% | Added | Holders |
| Q2 2023 | 121,400 | $3.68M | 2.2% | +121,400 | New | Holders |