AIS
TFC icon

AM Investment Strategies’s Truist Financial TFC Stock Holding History

AM Investment Strategies’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 		$4.3M Buy
86,379
+15
+0% +$738 0.83% 24
2026
Q1 		$3.97M Sell
86,364
-12
-0% -$593 0.87% 23
2025
Q4 		$4.25M Sell
86,376
-623
-0.7% -$28.7K 0.88% 20
2025
Q3 		$3.98M Sell
86,999
-79
-0.1% -$3.56K 0.86% 20
2025
Q2 		$3.74M Buy
87,078
+1,512
+2% +$59.2K 0.88% 20
2025
Q1 		$3.52M Buy
85,566
+46
+0.1% +$2.05K 0.85% 20
2024
Q4 		$3.71M Sell
85,520
-2,324
-3% -$104K 0.9% 18
2024
Q3 		$3.76M Buy
87,844
+46
+0.1% +$1.94K 0.91% 20
2024
Q2 		$3.41M Buy
87,798
+54
+0.1% +$2.04K 0.84% 17
2024
Q1 		$3.42M Sell
87,744
-2,463
-3% -$90.1K 0.87% 21
2023
Q4 		$3.33M Sell
90,207
-3,979
-4% -$125K 0.94% 21
2023
Q3 		$2.69M Sell
94,186
-1,111
-1% -$34.2K 0.88% 24
2023
Q2 		$2.89M Sell
95,297
-888
-0.9% -$27.6K 0.91% 22
2023
Q1 		$3.28M Buy
96,185
+1,538
+2% +$67.1K 1.12% 20
2022
Q4 		$4.07M Buy
94,647
+41
+0% +$1.8K 1.45% 15
2022
Q3 		$4.12M Buy
94,606
+1,163
+1% +$56K 1.51% 13
2022
Q2 		$4.43M Buy
93,443
+32
+0% +$1.58K 1.55% 15
2022
Q1 		$5.3M Buy
93,411
+80
+0.1% +$4.94K 1.4% 14
2021
Q4 		$5.46M Buy
93,331
+25
+0% +$1.53K 1.31% 14
2021
Q3 		$5.47M Sell
93,306
-6,888
-7% -$385K 1.43% 15
2021
Q2 		$5.56M Sell
100,194
-523
-0.5% -$30.7K 1.43% 14
2021
Q1 		$5.84M Sell
100,717
-724
-0.7% -$39.7K 1.63% 12
2020
Q4 		$4.86M Buy
101,441
+11,481
+13% +$520K 1.5% 12
2020
Q3 		$3.42M Buy
+89,960
New +$3.39M 1.2% 16

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

AM Investment Strategies's TFC Position: Q2 2026 in Review

AM Investment Strategies increased its Truist Financial (TFC) stake by 0.02% in Q2 2026, buying an estimated $738 and bringing the position to 86,379 shares worth $4.3M. The position accounts for 0.83% of the portfolio, ranked #24.

AM Investment Strategies first reported a position in TFC in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.84M in Q1 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • AM Investment Strategies held 86,379 shares of Truist Financial worth $4.3M as of Q2 2026.
  • AM Investment Strategies bought 15 Truist Financial shares in Q2 2026, an estimated $738.
  • Truist Financial made up 0.83% of AM Investment Strategies's portfolio in Q2 2026, its #24 holding.
  • AM Investment Strategies first reported a position in Truist Financial in Q3 2020 and has held it in 24 quarters since.
  • AM Investment Strategies's Truist Financial position peaked at $5.84M in Q1 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.