Almanack Investment Partners’s Truist Financial TFC Stock Holding History

Almanack Investment 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	$437K	Buy	8,779 +24	+0.3%	+$1.18K	0.06%	180
2026 Q1	$402K	Buy	8,755 +13	+0.1%	+$642	0.07%	110
2025 Q4	$430K	Buy	+8,742	New	+$403K	0.07%	107
2022 Q3	–	Sell	-7,929	Closed	-$376K	–	926
2022 Q2	$376K	Buy	7,929 +4,000	+102%	+$197K	0.04%	283
2022 Q1	$223K	Hold	3,929	–	–	0.02%	431
2021 Q4	$230K	Sell	3,929 -87	-2%	-$5.32K	0.02%	440
2021 Q3	$236K	Sell	4,016 -39	-1%	-$2.18K	0.02%	430
2021 Q2	$225K	Sell	4,055 -965	-19%	-$56.7K	0.02%	385
2021 Q1	$293K	Buy	5,020 +133	+3%	+$7.29K	0.03%	317
2020 Q4	$234K	Buy	4,887 +349	+8%	+$15.8K	0.03%	327
2020 Q3	$223K	Buy	+4,538	New	+$171K	0.03%	355

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

Almanack Investment Partners's TFC Position: Q2 2026 in Review

Almanack Investment Partners increased its Truist Financial (TFC) stake by 0.27% in Q2 2026, buying an estimated $1.18K and bringing the position to 8,779 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #180.

Almanack Investment Partners first reported a position in TFC in Q3 2020 and has held it in 11 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Almanack Investment Partners held 8,779 shares of Truist Financial worth $437K as of Q2 2026.
Almanack Investment Partners bought 24 Truist Financial shares in Q2 2026, an estimated $1.18K.
Truist Financial made up 0.06% of Almanack Investment Partners's portfolio in Q2 2026, its #180 holding.
Almanack Investment Partners first reported a position in Truist Financial in Q3 2020 and has held it in 11 quarters since.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.