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1834 Investment Advisors’s Truist Financial TFC Stock Holding History

1834 Investment Advisors’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 		$9.27M Sell
186,047
-973
-0.5% -$47.9K 1.05% 24
2026
Q1 		$8.6M Buy
187,020
+2,992
+2% +$148K 1.07% 28
2025
Q4 		$9.06M Sell
184,028
-4,145
-2% -$191K 1.14% 21
2025
Q3 		$8.6M Buy
188,173
+50
+0% +$2.25K 1.06% 23
2025
Q2 		$8.09M Sell
188,123
-74
-0% -$2.9K 1.02% 26
2025
Q1 		$7.74M Sell
188,197
-7,700
-4% -$343K 1% 27
2024
Q4 		$8.5M Sell
195,897
-11,801
-6% -$527K 1.08% 22
2024
Q3 		$8.88M Sell
207,698
-1,483
-0.7% -$62.6K 1.03% 24
2024
Q2 		$8.13M Buy
209,181
+7,145
+4% +$270K 0.98% 25
2024
Q1 		$7.88M Buy
202,036
+16,214
+9% +$593K 0.94% 28
2023
Q4 		$6.86M Sell
185,822
-16,585
-8% -$521K 0.82% 37
2023
Q3 		$5.79M Buy
202,407
+4,453
+2% +$137K 0.72% 38
2023
Q2 		$6.01M Buy
197,954
+59,759
+43% +$1.86M 0.72% 38
2023
Q1 		$4.71M Buy
138,195
+75,984
+122% +$3.32M 0.56% 52
2022
Q4 		$2.68M Buy
62,211
+55,154
+782% +$2.42M 0.38% 64
2022
Q3 		$307K Buy
7,057
+7,025
+21,953% +$338K 0.05% 159
2022
Q2 		$2K Buy
+32
New +$1.58K ﹤0.01% 445
2022
Q1 		– Sell
-151
Closed -$9K – 475
2021
Q4 		$9K Buy
+151
New +$9.22K ﹤0.01% 387
2019
Q2 		– Sell
-253
Closed -$12K – 459
2019
Q1 		$12K Hold
253
– – ﹤0.01% 348
2018
Q4 		$11K Hold
253
– – ﹤0.01% 352
2018
Q3 		$12K Buy
+253
New +$13K ﹤0.01% 350
2016
Q4 		– Sell
-70,263
Closed -$2.65M – 177
2016
Q3 		$2.65M Buy
70,263
+61
+0.1% +$2.27K 0.58% 55
2016
Q2 		$2.5M Sell
70,202
-17,842
-20% -$623K 0.54% 57
2016
Q1 		$2.93M Buy
88,044
+12,926
+17% +$429K 0.67% 53
2015
Q4 		$2.84M Buy
+75,118
New +$2.83M 0.67% 53

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

1834 Investment Advisors's TFC Position: Q2 2026 in Review

1834 Investment Advisors reduced its Truist Financial (TFC) stake by 0.52% in Q2 2026, selling an estimated $47.9K and leaving 186,047 shares worth $9.27M. The position accounts for 1.05% of the portfolio, ranked #24.

1834 Investment Advisors first reported a position in TFC in Q4 2015 and has held it in 25 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • 1834 Investment Advisors held 186,047 shares of Truist Financial worth $9.27M as of Q2 2026.
  • 1834 Investment Advisors sold 973 Truist Financial shares in Q2 2026, an estimated $47.9K.
  • Truist Financial made up 1.05% of 1834 Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • 1834 Investment Advisors first reported a position in Truist Financial in Q4 2015 and has held it in 25 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.