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Atlanta Consulting Group Advisors’s Truist Financial TFC Stock Holding History

Atlanta Consulting Group 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 		$1.54M Buy
+30,966
New +$1.52M 0.24% 61
2024
Q4 		– Sell
-19,727
Closed -$844K – 210
2024
Q3 		$844K Buy
+19,727
New +$833K 0.21% 95

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 $3.38T AUM 44.17% 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

Atlanta Consulting Group Advisors's TFC Position: Q2 2026 in Review

Atlanta Consulting Group Advisors opened a new position in Truist Financial (TFC) in Q2 2026: 30,966 shares worth $1.54M. The stake represents 0.24% of the portfolio and ranks #61 among its holdings. This is a return to the name: Atlanta Consulting Group Advisors previously reported a position in TFC as recently as Q3 2024.

Atlanta Consulting Group Advisors first reported a position in TFC in Q3 2024 and has held it in 2 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Atlanta Consulting Group Advisors held 30,966 shares of Truist Financial worth $1.54M as of Q2 2026.
  • Truist Financial was a new Atlanta Consulting Group Advisors position in Q2 2026.
  • Truist Financial made up 0.24% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #61 holding.
  • Atlanta Consulting Group Advisors first reported a position in Truist Financial in Q3 2024 and has held it in 2 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.