AFC
TFC icon

Ares Financial Consulting’s Truist Financial TFC Stock Holding History

Ares Financial Consulting’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 		$39.7K Hold
797
– – 0.03% 269
2026
Q1 		$37.2K Buy
797
+548
+220% +$27.1K 0.03% 266
2025
Q4 		$12.3K Buy
+249
New +$11.5K 0.01% 321

Other funds holding TFC

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ares Financial Consulting's TFC Position: Q2 2026 in Review

Ares Financial Consulting held its Truist Financial (TFC) position steady in Q2 2026 at 797 shares worth $39.7K. The position accounts for 0.03% of the portfolio, ranked #269.

Ares Financial Consulting first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Ares Financial Consulting held 797 shares of Truist Financial worth $39.7K as of Q2 2026.
  • Ares Financial Consulting left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.03% of Ares Financial Consulting's portfolio in Q2 2026, its #269 holding.
  • Ares Financial Consulting first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 923 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.