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Applied Finance Capital Management’s Truist Financial TFC Stock Holding History

Applied Finance Capital Management’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 		$946K Sell
18,984
-1,358
-7% -$66.8K 0.07% 110
2026
Q1 		$935K Sell
20,342
-331
-2% -$16.4K 0.07% 111
2025
Q4 		$1.02M Sell
20,673
-33
-0.2% -$1.52K 0.07% 100
2025
Q3 		$947K Sell
20,706
-950
-4% -$42.8K 0.07% 112
2025
Q2 		$931K Buy
21,656
+1,018
+5% +$39.8K 0.06% 128
2025
Q1 		$849K Sell
20,638
-550
-3% -$24.5K 0.06% 133
2024
Q4 		$919K Buy
21,188
+943
+5% +$42.1K 0.04% 124
2024
Q3 		$866K Buy
20,245
+7,678
+61% +$324K 0.04% 133
2024
Q2 		$488K Buy
12,567
+2,359
+23% +$89.1K 0.02% 194
2024
Q1 		$398K Buy
10,208
+1,206
+13% +$44.1K 0.03% 55
2023
Q4 		$332K Sell
9,002
-365
-4% -$11.5K 0.03% 57
2023
Q3 		$268K Buy
9,367
+1,570
+20% +$48.3K 0.03% 73
2023
Q2 		$237K Buy
+7,797
New +$242K 0.03% 73

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

Applied Finance Capital Management's TFC Position: Q2 2026 in Review

Applied Finance Capital Management reduced its Truist Financial (TFC) stake by 6.7% in Q2 2026, selling an estimated $66.8K and leaving 18,984 shares worth $946K. The position accounts for 0.07% of the portfolio, ranked #110.

Applied Finance Capital Management first reported a position in TFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q4 2025. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Applied Finance Capital Management held 18,984 shares of Truist Financial worth $946K as of Q2 2026.
  • Applied Finance Capital Management sold 1,358 Truist Financial shares in Q2 2026, an estimated $66.8K.
  • Truist Financial made up 0.07% of Applied Finance Capital Management's portfolio in Q2 2026, its #110 holding.
  • Applied Finance Capital Management first reported a position in Truist Financial in Q2 2023 and has held it in 13 quarters since.
  • Applied Finance Capital Management's Truist Financial position peaked at $1.02M in Q4 2025.
  • 1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.