Avalon Trust’s Truist Financial TFC Stock Holding History

Avalon Trust’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	$437K	Sell	8,775 -1,295	-13%	-$63.7K	0.03%	106
2026 Q1	$463K	Buy	10,070 +1,295	+15%	+$64K	0.03%	96
2025 Q4	$432K	Sell	8,775 -32	-0.4%	-$1.47K	0.03%	99
2025 Q3	$403K	Buy	8,807 +32	+0.4%	+$1.44K	0.03%	112
2025 Q2	$377K	Hold	8,775	–	–	0.03%	108
2025 Q1	$361K	Sell	8,775 -4,225	-33%	-$188K	0.03%	107
2024 Q4	$564K	Hold	13,000	–	–	0.04%	88
2024 Q3	$556K	Hold	13,000	–	–	0.04%	84
2024 Q2	$505K	Hold	13,000	–	–	0.04%	87
2024 Q1	$507K	Hold	13,000	–	–	0.04%	90
2023 Q4	$480K	Hold	13,000	–	–	0.04%	84
2023 Q3	$372K	Hold	13,000	–	–	0.04%	88
2023 Q2	$395K	Sell	13,000 -1,295	-9%	-$40.2K	0.04%	91
2023 Q1	$487K	Buy	+14,295	New	+$624K	0.05%	84

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avalon Trust's TFC Position: Q2 2026 in Review

Avalon Trust reduced its Truist Financial (TFC) stake by 13% in Q2 2026, selling an estimated $63.7K and leaving 8,775 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #106.

Avalon Trust first reported a position in TFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $564K in Q4 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Avalon Trust held 8,775 shares of Truist Financial worth $437K as of Q2 2026.
Avalon Trust sold 1,295 Truist Financial shares in Q2 2026, an estimated $63.7K.
Truist Financial made up 0.03% of Avalon Trust's portfolio in Q2 2026, its #106 holding.
Avalon Trust first reported a position in Truist Financial in Q1 2023 and has held it in 14 quarters since.
Avalon Trust's Truist Financial position peaked at $564K in Q4 2024.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.