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Aptus Capital Advisors’s Truist Financial TFC Stock Holding History

Aptus Capital Advisors’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 		$4.47M Buy
89,727
+4,036
+5% +$199K 0.03% 384
2026
Q1 		$3.94M Buy
85,691
+24,957
+41% +$1.23M 0.03% 380
2025
Q4 		$2.99M Sell
60,734
-217
-0.4% -$9.99K 0.02% 389
2025
Q3 		$2.79M Buy
60,951
+29,823
+96% +$1.34M 0.02% 387
2025
Q2 		$1.34M Sell
31,128
-151
-0.5% -$5.91K 0.01% 480
2025
Q1 		$1.29M Buy
31,279
+19
+0.1% +$846 0.01% 460
2024
Q4 		$1.36M Buy
31,260
+6,678
+27% +$298K 0.01% 460
2024
Q3 		$1.05M Buy
24,582
+4,049
+20% +$171K 0.02% 401
2024
Q2 		$798K Sell
20,533
-29,996
-59% -$1.13M 0.01% 422
2024
Q1 		$1.97M Buy
50,529
+1,345
+3% +$49.2K 0.04% 300
2023
Q4 		$1.82M Sell
49,184
-3,195
-6% -$100K 0.05% 233
2023
Q3 		$1.5M Buy
52,379
+9
+0% +$277 0.04% 258
2023
Q2 		$1.59M Sell
52,370
-4,343
-8% -$135K 0.04% 239
2023
Q1 		$1.93M Sell
56,713
-5,580
-9% -$244K 0.05% 218
2022
Q4 		$2.68M Sell
62,293
-230
-0.4% -$10.1K 0.08% 185
2022
Q3 		$2.72M Buy
62,523
+3,140
+5% +$151K 0.07% 170
2022
Q2 		$2.82M Sell
59,383
-2,683
-4% -$132K 0.07% 152
2022
Q1 		$3.52M Buy
62,066
+1,114
+2% +$68.8K 0.09% 130
2021
Q4 		$3.57M Buy
60,952
+7,180
+13% +$439K 0.11% 126
2021
Q3 		$3.15M Buy
53,772
+225
+0.4% +$12.6K 0.08% 126
2021
Q2 		$2.97M Buy
53,547
+887
+2% +$52.1K 0.09% 116
2021
Q1 		$3.07M Buy
52,660
+3,640
+7% +$200K 0.11% 98
2020
Q4 		$2.35M Hold
49,020
– – 0.11% 106
2020
Q3 		$1.86M Sell
49,020
-2,000
-4% -$75.4K 0.1% 114
2020
Q2 		$1.92M Sell
51,020
-3,700
-7% -$133K 0.12% 108
2020
Q1 		$1.69M Buy
54,720
+10,421
+24% +$493K 0.15% 114
2019
Q4 		$2.49M Buy
44,299
+22,231
+101% +$1.2M 0.18% 119
2019
Q3 		$1.18M Sell
22,068
-1,030
-4% -$51K 0.07% 181
2019
Q2 		$1.13M Buy
23,098
+847
+4% +$41.5K 0.16% 122
2019
Q1 		$1.03M Buy
+22,251
New +$1.09M 0.18% 110

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

Aptus Capital Advisors's TFC Position: Q2 2026 in Review

Aptus Capital Advisors increased its Truist Financial (TFC) stake by 4.7% in Q2 2026, buying an estimated $199K and bringing the position to 89,727 shares worth $4.47M. The position accounts for 0.03% of the portfolio, ranked #384.

Aptus Capital Advisors first reported a position in TFC in Q1 2019 and has held it in 30 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Aptus Capital Advisors held 89,727 shares of Truist Financial worth $4.47M as of Q2 2026.
  • Aptus Capital Advisors bought 4,036 Truist Financial shares in Q2 2026, an estimated $199K.
  • Truist Financial made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #384 holding.
  • Aptus Capital Advisors first reported a position in Truist Financial in Q1 2019 and has held it in 30 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.