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Abbot Financial Management’s Truist Financial TFC Stock Holding History

Abbot Financial Management’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 		$314K Buy
6,308
+442
+8% +$21.7K 0.11% 123
2026
Q1 		$270K Buy
+5,866
New +$290K 0.11% 124

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

Abbot Financial Management's TFC Position: Q2 2026 in Review

Abbot Financial Management increased its Truist Financial (TFC) stake by 7.5% in Q2 2026, buying an estimated $21.7K and bringing the position to 6,308 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #123.

Abbot Financial Management first reported a position in TFC in Q1 2026 and has held it in 2 quarters since. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Abbot Financial Management held 6,308 shares of Truist Financial worth $314K as of Q2 2026.
  • Abbot Financial Management bought 442 Truist Financial shares in Q2 2026, an estimated $21.7K.
  • Truist Financial made up 0.11% of Abbot Financial Management's portfolio in Q2 2026, its #123 holding.
  • Abbot Financial Management first reported a position in Truist Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.