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Atomi Financial Group’s Truist Financial TFC Stock Holding History

Atomi Financial Group’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 		$1.3M Buy
26,134
+1,254
+5% +$61.7K 0.03% 385
2026
Q1 		$1.14M Sell
24,880
-583
-2% -$28.8K 0.04% 392
2025
Q4 		$1.25M Buy
25,463
+5,839
+30% +$269K 0.04% 341
2025
Q3 		$897K Buy
19,624
+4,314
+28% +$194K 0.03% 417
2025
Q2 		$658K Buy
15,310
+165
+1% +$6.46K 0.02% 479
2025
Q1 		$623K Sell
15,145
-1,975
-12% -$88K 0.03% 440
2024
Q4 		$743K Buy
17,120
+1,444
+9% +$64.4K 0.04% 345
2024
Q3 		$670K Buy
15,676
+3,562
+29% +$150K 0.04% 352
2024
Q2 		$471K Buy
12,114
+3,246
+37% +$123K 0.03% 418
2024
Q1 		$346K Buy
8,868
+149
+2% +$5.45K 0.03% 478
2023
Q4 		$322K Buy
+8,719
New +$274K 0.04% 393

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Atomi Financial Group's TFC Position: Q2 2026 in Review

Atomi Financial Group increased its Truist Financial (TFC) stake by 5% in Q2 2026, buying an estimated $61.7K and bringing the position to 26,134 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #385.

Atomi Financial Group first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Atomi Financial Group held 26,134 shares of Truist Financial worth $1.3M as of Q2 2026.
  • Atomi Financial Group bought 1,254 Truist Financial shares in Q2 2026, an estimated $61.7K.
  • Truist Financial made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #385 holding.
  • Atomi Financial Group first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.