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Aspire Private Capital’s Truist Financial TFC Stock Holding History

Aspire Private Capital’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 		$261K Sell
5,240
-8,240
-61% -$405K 0.05% 158
2026
Q1 		$620K Sell
13,480
-1,117
-8% -$55.2K 0.14% 117
2025
Q4 		$718K Sell
14,597
-427
-3% -$19.7K 0.16% 111
2025
Q3 		$687K Sell
15,024
-2,984
-17% -$135K 0.15% 113
2025
Q2 		$774K Sell
18,008
-1,096
-6% -$42.9K 0.18% 116
2025
Q1 		$786K Buy
19,104
+1,804
+10% +$80.4K 0.2% 106
2024
Q4 		$750K Sell
17,300
-172
-1% -$7.68K 0.19% 99
2024
Q3 		$747K Buy
17,472
+2,240
+15% +$94.6K 0.18% 99
2024
Q2 		$592K Buy
15,232
+1,629
+12% +$61.5K 0.15% 105
2024
Q1 		$530K Buy
13,603
+1,483
+12% +$54.3K 0.14% 108
2023
Q4 		$447K Buy
12,120
+4,158
+52% +$131K 0.13% 104
2023
Q3 		$228K Buy
7,962
+1,308
+20% +$40.2K 0.07% 117
2023
Q2 		$202K Buy
6,654
+534
+9% +$16.6K 0.06% 124
2023
Q1 		$209K Buy
6,120
+3,140
+105% +$137K 0.07% 125
2022
Q4 		$128K Buy
2,980
+540
+22% +$23.7K 0.05% 143
2022
Q3 		$106K Buy
2,440
+188
+8% +$9.05K 0.04% 150
2022
Q2 		$107K Buy
2,252
+73
+3% +$3.6K 0.04% 149
2022
Q1 		$124K Sell
2,179
-348
-14% -$21.5K 0.04% 152
2021
Q4 		$148K Buy
2,527
+153
+6% +$9.35K 0.05% 149
2021
Q3 		$139K Sell
2,374
-88
-4% -$4.92K 0.05% 149
2021
Q2 		$137K Sell
2,462
-892
-27% -$52.4K 0.04% 160
2021
Q1 		$196K Buy
3,354
+3,104
+1,242% +$170K 0.07% 148
2020
Q4 		$12K Sell
250
-1,008
-80% -$45.6K ﹤0.01% 261
2020
Q3 		$48K Buy
+1,258
New +$47.4K 0.02% 205
2020
Q1 		– Sell
-1,258
Closed -$71K – 459
2019
Q4 		$71K Sell
1,258
-151
-11% -$8.18K 0.03% 180
2019
Q3 		$75K Hold
1,409
– – 0.04% 172
2019
Q2 		$69K Hold
1,409
– – 0.03% 180
2019
Q1 		$66K Buy
1,409
+151
+12% +$7.37K 0.03% 210
2018
Q4 		$54K Buy
+1,258
New +$60.4K 0.03% 209

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

Aspire Private Capital's TFC Position: Q2 2026 in Review

Aspire Private Capital reduced its Truist Financial (TFC) stake by 61% in Q2 2026, selling an estimated $405K and leaving 5,240 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #158.

Aspire Private Capital first reported a position in TFC in Q4 2018 and has held it in 29 quarters since. The position peaked at $786K in Q1 2025. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Aspire Private Capital held 5,240 shares of Truist Financial worth $261K as of Q2 2026.
  • Aspire Private Capital sold 8,240 Truist Financial shares in Q2 2026, an estimated $405K.
  • Truist Financial made up 0.05% of Aspire Private Capital's portfolio in Q2 2026, its #158 holding.
  • Aspire Private Capital first reported a position in Truist Financial in Q4 2018 and has held it in 29 quarters since.
  • Aspire Private Capital's Truist Financial position peaked at $786K in Q1 2025.
  • 1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.