Advisor OS’s Truist Financial TFC Stock Holding History

Advisor OS’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	–	Sell	-4,359	Closed	-$200K	–	624
2026 Q1	$200K	Buy	4,359 +76	+2%	+$3.75K	0.01%	555
2025 Q4	$211K	Buy	+4,283	New	+$197K	0.02%	463

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisor OS's TFC Position: Q2 2026 in Review

Advisor OS sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 4,359 shares — an estimated $200K sold.

Advisor OS first reported a position in TFC in Q4 2025 and held it in 2 quarters. The position peaked at $211K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Advisor OS reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
Advisor OS sold 4,359 Truist Financial shares in Q2 2026, an estimated $200K.
Advisor OS first reported a position in Truist Financial in Q4 2025 and held it in 2 quarters.
Advisor OS's Truist Financial position peaked at $211K in Q4 2025.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.