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Advisors Capital Management’s Truist Financial TFC Stock Holding History

Advisors Capital 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 		$22.8M Buy
458,046
+2,844
+0.6% +$140K 0.24% 124
2026
Q1 		$20.9M Sell
455,202
-2,678
-0.6% -$132K 0.24% 126
2025
Q4 		$22.5M Sell
457,880
-1,264
-0.3% -$58.2K 0.27% 115
2025
Q3 		$21M Sell
459,144
-4,941
-1% -$223K 0.26% 114
2025
Q2 		$20M Buy
464,085
+6,330
+1% +$248K 0.27% 112
2025
Q1 		$18.8M Buy
457,755
+22,246
+5% +$991K 0.29% 112
2024
Q4 		$18.9M Buy
435,509
+6,648
+2% +$297K 0.3% 104
2024
Q3 		$18.3M Sell
428,861
-3,716
-0.9% -$157K 0.3% 103
2024
Q2 		$16.8M Buy
432,577
+4,951
+1% +$187K 0.29% 102
2024
Q1 		$16.7M Buy
427,626
+45,966
+12% +$1.68M 0.31% 101
2023
Q4 		$14.1M Sell
381,660
-13,810
-3% -$434K 0.29% 111
2023
Q3 		$11.3M Buy
395,470
+28,621
+8% +$880K 0.29% 110
2023
Q2 		$11.1M Buy
366,849
+13,326
+4% +$414K 0.27% 119
2023
Q1 		$12.1M Sell
353,523
-114,360
-24% -$4.99M 0.31% 106
2022
Q4 		$20.1M Buy
467,883
+21,470
+5% +$942K 0.55% 58
2022
Q3 		$20.6M Buy
446,413
+178,400
+67% +$8.58M 0.55% 60
2022
Q2 		$12.7M Buy
268,013
+21,620
+9% +$1.07M 0.39% 82
2022
Q1 		$14M Buy
246,393
+4,887
+2% +$302K 0.38% 81
2021
Q4 		$14.1M Buy
241,506
+16,667
+7% +$1.02M 0.38% 84
2021
Q3 		$13.2M Buy
224,839
+9,361
+4% +$523K 0.4% 87
2021
Q2 		$12M Buy
215,478
+11,131
+5% +$654K 0.38% 87
2021
Q1 		$11.9M Buy
204,347
+9,596
+5% +$526K 0.42% 78
2020
Q4 		$9.33M Buy
194,751
+10,792
+6% +$489K 0.36% 94
2020
Q3 		$7M Buy
183,959
+21,458
+13% +$808K 0.33% 98
2020
Q2 		$6.1M Buy
162,501
+24,345
+18% +$877K 0.3% 97
2020
Q1 		$4.26M Buy
+138,156
New +$6.53M 0.27% 83

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

Advisors Capital Management's TFC Position: Q2 2026 in Review

Advisors Capital Management increased its Truist Financial (TFC) stake by 0.62% in Q2 2026, buying an estimated $140K and bringing the position to 458,046 shares worth $22.8M. The position accounts for 0.24% of the portfolio, ranked #124.

Advisors Capital Management first reported a position in TFC in Q1 2020 and has held it in 26 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Advisors Capital Management held 458,046 shares of Truist Financial worth $22.8M as of Q2 2026.
  • Advisors Capital Management bought 2,844 Truist Financial shares in Q2 2026, an estimated $140K.
  • Truist Financial made up 0.24% of Advisors Capital Management's portfolio in Q2 2026, its #124 holding.
  • Advisors Capital Management first reported a position in Truist Financial in Q1 2020 and has held it in 26 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.