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Advisortrust Partners’s Truist Financial TFC Stock Holding History

Advisortrust Partners’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 		$1.35M Buy
27,015
+2,794
+12% +$137K 0.46% 41
2026
Q1 		$1.11M Buy
24,221
+4,791
+25% +$237K 0.46% 37
2025
Q4 		$956K Buy
+19,430
New +$895K 0.42% 37

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

Advisortrust Partners's TFC Position: Q2 2026 in Review

Advisortrust Partners increased its Truist Financial (TFC) stake by 12% in Q2 2026, buying an estimated $137K and bringing the position to 27,015 shares worth $1.35M. The position accounts for 0.46% of the portfolio, ranked #41.

Advisortrust Partners first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 1,691 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Advisortrust Partners held 27,015 shares of Truist Financial worth $1.35M as of Q2 2026.
  • Advisortrust Partners bought 2,794 Truist Financial shares in Q2 2026, an estimated $137K.
  • Truist Financial made up 0.46% of Advisortrust Partners's portfolio in Q2 2026, its #41 holding.
  • Advisortrust Partners first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.