BankPlus Trust Department’s Truist Financial TFC Stock Holding History

BankPlus Trust Department’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	$1.92M	Buy	38,584 +2,046	+6%	+$101K	0.45%	52
2026 Q1	$1.68M	Sell	36,538 -2,528	-6%	-$125K	0.45%	51
2025 Q4	$1.92M	Buy	39,066 +788	+2%	+$36.3K	0.5%	49
2025 Q3	$1.75M	Buy	38,278 +122	+0.3%	+$5.5K	0.47%	50
2025 Q2	$1.64M	Buy	38,156 +5,268	+16%	+$206K	0.49%	49
2025 Q1	$1.35M	Buy	32,888 +5,423	+20%	+$242K	0.45%	56
2024 Q4	$1.19M	Buy	+27,465	New	+$1.23M	0.39%	62

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BankPlus Trust Department's TFC Position: Q2 2026 in Review

BankPlus Trust Department increased its Truist Financial (TFC) stake by 5.6% in Q2 2026, buying an estimated $101K and bringing the position to 38,584 shares worth $1.92M. The position accounts for 0.45% of the portfolio, ranked #52.

BankPlus Trust Department first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.92M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

BankPlus Trust Department held 38,584 shares of Truist Financial worth $1.92M as of Q2 2026.
BankPlus Trust Department bought 2,046 Truist Financial shares in Q2 2026, an estimated $101K.
Truist Financial made up 0.45% of BankPlus Trust Department's portfolio in Q2 2026, its #52 holding.
BankPlus Trust Department first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Truist Financial position peaked at $1.92M in Q4 2025.
1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.