Alta Advisers’s Truist Financial TFC Stock Holding History

Alta Advisers’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	$232K	Hold	4,650	–	–	0.05%	196
2026 Q1	$214K	Hold	4,650	–	–	0.08%	192
2025 Q4	$229K	Sell	4,650 -1,700	-27%	-$78.3K	0.08%	173
2025 Q3	$290K	Hold	6,350	–	–	0.09%	179
2025 Q2	$273K	Hold	6,350	–	–	0.1%	182
2025 Q1	$261K	Buy	+6,350	New	+$283K	0.11%	175
2024 Q4	–	Sell	-3,600	Closed	-$154K	–	381
2024 Q3	$154K	Hold	3,600	–	–	0.07%	194
2024 Q2	$140K	Hold	3,600	–	–	0.07%	183
2024 Q1	$140K	Hold	3,600	–	–	0.07%	190
2023 Q4	$133K	Hold	3,600	–	–	0.07%	189
2023 Q3	$103K	Hold	3,600	–	–	0.06%	229
2023 Q2	$109K	Hold	3,600	–	–	0.06%	221
2023 Q1	$123K	Hold	3,600	–	–	0.07%	179
2022 Q4	$155K	Hold	3,600	–	–	0.09%	131
2022 Q3	$157K	Buy	+3,600	New	+$173K	0.1%	112

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

Alta Advisers's TFC Position: Q2 2026 in Review

Alta Advisers held its Truist Financial (TFC) position steady in Q2 2026 at 4,650 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #196.

Alta Advisers first reported a position in TFC in Q3 2022 and has held it in 15 quarters since. The position peaked at $290K in Q3 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Alta Advisers held 4,650 shares of Truist Financial worth $232K as of Q2 2026.
Alta Advisers left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.05% of Alta Advisers's portfolio in Q2 2026, its #196 holding.
Alta Advisers first reported a position in Truist Financial in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Truist Financial position peaked at $290K in Q3 2025.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.