BFS
TFC icon

Bare Financial Services’s Truist Financial TFC Stock Holding History

Bare Financial Services’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 		$40.5K Buy
812
+3
+0.4% +$148 0.01% 120
2026
Q1 		$37.2K Sell
809
-13
-2% -$642 0.01% 93
2025
Q4 		$40.5K Buy
822
+298
+57% +$13.7K 0.01% 93
2025
Q3 		$24K Hold
524
– – 0.01% 115
2025
Q2 		$22.5K Sell
524
-1,316
-72% -$51.5K 0.01% 104
2025
Q1 		$75.7K Buy
1,840
+27
+1% +$1.2K 0.03% 56
2024
Q4 		$78.6K Sell
1,813
-590
-25% -$26.3K 0.03% 51
2024
Q3 		$103K Buy
2,403
+7
+0.3% +$296 0.04% 51
2024
Q2 		$107K Buy
2,396
+243
+11% +$9.18K 0.06% 45
2024
Q1 		$80.8K Buy
2,153
+70
+3% +$2.56K 0.08% 47
2023
Q4 		$76.9K Buy
+2,083
New +$65.4K 0.15% 41

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

Bare Financial Services's TFC Position: Q2 2026 in Review

Bare Financial Services increased its Truist Financial (TFC) stake by 0.37% in Q2 2026, buying an estimated $148 and bringing the position to 812 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #120.

Bare Financial Services first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $107K in Q2 2024. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Bare Financial Services held 812 shares of Truist Financial worth $40.5K as of Q2 2026.
  • Bare Financial Services bought 3 Truist Financial shares in Q2 2026, an estimated $148.
  • Truist Financial made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #120 holding.
  • Bare Financial Services first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • Bare Financial Services's Truist Financial position peaked at $107K in Q2 2024.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.