AT
TFC icon

American Trust’s Truist Financial TFC Stock Holding History

American Trust’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 		$979K Sell
19,657
-1,823
-8% -$89.7K 0.08% 115
2026
Q1 		$987K Sell
21,480
-131
-0.6% -$6.47K 0.09% 108
2025
Q4 		$1.06M Buy
21,611
+701
+3% +$32.3K 0.09% 115
2025
Q3 		$956K Buy
20,910
+1,108
+6% +$50K 0.08% 127
2025
Q2 		$851K Buy
19,802
+1,655
+9% +$64.8K 0.08% 123
2025
Q1 		$747K Hold
18,147
– – 0.18% 77
2024
Q4 		$787K Sell
18,147
-804
-4% -$35.9K 0.06% 139
2024
Q3 		$811K Buy
18,951
+47
+0.2% +$1.99K 0.07% 107
2024
Q2 		$734K Hold
18,904
– – 0.06% 101
2024
Q1 		$737K Hold
18,904
– – 0.06% 118
2023
Q4 		$698K Hold
18,904
– – 0.05% 116
2023
Q3 		$541K Hold
18,904
– – 0.04% 147
2023
Q2 		$574K Hold
18,904
– – 0.04% 203
2023
Q1 		$645K Sell
18,904
-2,838
-13% -$124K 0.04% 181
2022
Q4 		$936K Sell
21,742
-335
-2% -$14.7K 0.09% 131
2022
Q3 		$961K Sell
22,077
-120
-0.5% -$5.77K 0.08% 125
2022
Q2 		$1.05M Sell
22,197
-2,220
-9% -$109K 0.08% 124
2022
Q1 		$1.38M Sell
24,417
-299
-1% -$18.5K 0.09% 121
2021
Q4 		$1.45M Buy
+24,716
New +$1.51M 0.11% 83

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

American Trust's TFC Position: Q2 2026 in Review

American Trust reduced its Truist Financial (TFC) stake by 8.5% in Q2 2026, selling an estimated $89.7K and leaving 19,657 shares worth $979K. The position accounts for 0.08% of the portfolio, ranked #115.

American Trust first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • American Trust held 19,657 shares of Truist Financial worth $979K as of Q2 2026.
  • American Trust sold 1,823 Truist Financial shares in Q2 2026, an estimated $89.7K.
  • Truist Financial made up 0.08% of American Trust's portfolio in Q2 2026, its #115 holding.
  • American Trust first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • American Trust's Truist Financial position peaked at $1.45M in Q4 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.