Aldebaran Financial’s Truist Financial TFC Stock Holding History

Aldebaran Financial’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	$366K	Sell	7,353 -50	-0.7%	-$2.46K	0.3%	56
2026 Q1	$340K	Sell	7,403 -325	-4%	-$16.1K	0.32%	56
2025 Q4	$383K	Hold	7,728	–	–	0.35%	54
2025 Q3	$353K	Sell	7,728 -483	-6%	-$21.8K	0.35%	58
2025 Q2	$353K	Buy	8,211 +500	+6%	+$19.6K	0.39%	54
2025 Q1	$317K	Hold	7,711	–	–	0.39%	54
2024 Q4	$334K	Buy	7,711 +623	+9%	+$27.8K	0.39%	58
2024 Q3	$303K	Sell	7,088 -227	-3%	-$9.59K	0.36%	56
2024 Q2	$284K	Buy	7,315 +171	+2%	+$6.46K	0.37%	53
2024 Q1	$278K	Sell	7,144 -500	-7%	-$18.3K	0.39%	53
2023 Q4	$282K	Sell	7,644 -115	-1%	-$3.61K	0.42%	51
2023 Q3	$222K	Buy	+7,759	New	+$239K	0.35%	61
2023 Q2	–	Sell	-6,780	Closed	-$231K	–	73
2023 Q1	$231K	Buy	+6,780	New	+$296K	0.3%	66

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Aldebaran Financial's TFC Position: Q2 2026 in Review

Aldebaran Financial reduced its Truist Financial (TFC) stake by 0.68% in Q2 2026, selling an estimated $2.46K and leaving 7,353 shares worth $366K. The position accounts for 0.3% of the portfolio, ranked #56.

Aldebaran Financial first reported a position in TFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $383K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Aldebaran Financial held 7,353 shares of Truist Financial worth $366K as of Q2 2026.
Aldebaran Financial sold 50 Truist Financial shares in Q2 2026, an estimated $2.46K.
Truist Financial made up 0.3% of Aldebaran Financial's portfolio in Q2 2026, its #56 holding.
Aldebaran Financial first reported a position in Truist Financial in Q1 2023 and has held it in 13 quarters since.
Aldebaran Financial's Truist Financial position peaked at $383K in Q4 2025.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Aldebaran Financial's 13F filing for Q2 2026, filed 13 Aug 2026.