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Atom Investors’s Truist Financial TFC Stock Holding History

Atom Investors’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 		$1.62M Sell
32,591
-36,440
-53% -$1.79M 0.14% 224
2026
Q1 		$3.17M Buy
+69,031
New +$3.41M 0.23% 145
2025
Q3 		– Sell
-14,996
Closed -$645K – 814
2025
Q2 		$645K Sell
14,996
-95,744
-86% -$3.75M 0.06% 314
2025
Q1 		$4.56M Sell
110,740
-46,297
-29% -$2.06M 0.56% 48
2024
Q4 		$6.81M Buy
157,037
+70,552
+82% +$3.15M 0.85% 12
2024
Q3 		$3.7M Buy
+86,485
New +$3.65M 0.39% 80
2020
Q4 		– Sell
-28,312
Closed -$1.08M – 558
2020
Q3 		$1.08M Sell
28,312
-8,516
-23% -$321K 0.1% 182
2020
Q2 		$1.38M Buy
+36,828
New +$1.33M 0.09% 178
2019
Q3 		– Sell
-5,643
Closed -$277K – 418
2019
Q2 		$277K Buy
+5,643
New +$276K 0.02% 354

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

Atom Investors's TFC Position: Q2 2026 in Review

Atom Investors reduced its Truist Financial (TFC) stake by 53% in Q2 2026, selling an estimated $1.79M and leaving 32,591 shares worth $1.62M. The position accounts for 0.14% of the portfolio, ranked #224.

Atom Investors first reported a position in TFC in Q2 2019 and has held it in 9 quarters since. The position peaked at $6.81M in Q4 2024. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Atom Investors held 32,591 shares of Truist Financial worth $1.62M as of Q2 2026.
  • Atom Investors sold 36,440 Truist Financial shares in Q2 2026, an estimated $1.79M.
  • Truist Financial made up 0.14% of Atom Investors's portfolio in Q2 2026, its #224 holding.
  • Atom Investors first reported a position in Truist Financial in Q2 2019 and has held it in 9 quarters since.
  • Atom Investors's Truist Financial position peaked at $6.81M in Q4 2024.
  • 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.