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Advantage Trust Company’s Truist Financial TFC Stock Holding History

Advantage Trust Company’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 		$14.9K Buy
+300
New +$14.8K 0.01% 164
2025
Q4 		– Sell
-300
Closed -$13.7K – 179
2025
Q3 		$13.7K Hold
300
– – 0.01% 161
2025
Q2 		$12.9K Buy
+300
New +$11.7K 0.01% 178

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

Advantage Trust Company's TFC Position: Q2 2026 in Review

Advantage Trust Company opened a new position in Truist Financial (TFC) in Q2 2026: 300 shares worth $14.9K. The stake represents 0.01% of the portfolio and ranks #164 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in TFC as recently as Q3 2025.

Advantage Trust Company first reported a position in TFC in Q2 2025 and has held it in 3 quarters since. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Advantage Trust Company held 300 shares of Truist Financial worth $14.9K as of Q2 2026.
  • Truist Financial was a new Advantage Trust Company position in Q2 2026.
  • Truist Financial made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #164 holding.
  • Advantage Trust Company first reported a position in Truist Financial in Q2 2025 and has held it in 3 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.