BIAS
TFC icon

Beacon Investment Advisory Services’s Truist Financial TFC Stock Holding History

Beacon Investment Advisory 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 		$73.2K Hold
1,470
– – ﹤0.01% 375
2026
Q1 		$67.6K Buy
+1,470
New +$72.6K ﹤0.01% 381
2023
Q3 		– Sell
-69,227
Closed -$2.1M – 285
2023
Q2 		$2.1M Sell
69,227
-2,002
-3% -$62.2K 0.1% 124
2023
Q1 		$2.43M Buy
71,229
+6,647
+10% +$290K 0.12% 117
2022
Q4 		$2.78M Sell
64,582
-2,095
-3% -$91.9K 0.14% 111
2022
Q3 		$2.9M Sell
66,677
-1,445
-2% -$69.5K 0.16% 104
2022
Q2 		$3.23M Buy
68,122
+844
+1% +$41.6K 0.17% 104
2022
Q1 		$3.81M Buy
67,278
+3,352
+5% +$207K 0.16% 102
2021
Q4 		$3.74M Buy
63,926
+353
+0.6% +$21.6K 0.15% 106
2021
Q3 		$3.73M Buy
63,573
+2,918
+5% +$163K 0.15% 107
2021
Q2 		$3.37M Buy
60,655
+1,875
+3% +$110K 0.14% 118
2021
Q1 		$3.43M Buy
58,780
+1,984
+3% +$109K 0.15% 112
2020
Q4 		$2.72M Sell
56,796
-3,562
-6% -$161K 0.13% 118
2020
Q3 		$2.3M Sell
60,358
-413
-0.7% -$15.6K 0.12% 121
2020
Q2 		$2.28M Sell
60,771
-7,252
-11% -$261K 0.13% 118
2020
Q1 		$2.1M Sell
68,023
-657
-1% -$31.1K 0.15% 110
2019
Q4 		$3.87M Buy
+68,680
New +$3.72M 0.21% 101

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

Beacon Investment Advisory Services's TFC Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Truist Financial (TFC) position steady in Q2 2026 at 1,470 shares worth $73.2K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Beacon Investment Advisory Services first reported a position in TFC in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.87M in Q4 2019. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Beacon Investment Advisory Services held 1,470 shares of Truist Financial worth $73.2K as of Q2 2026.
  • Beacon Investment Advisory Services left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #375 holding.
  • Beacon Investment Advisory Services first reported a position in Truist Financial in Q4 2019 and has held it in 17 quarters since.
  • Beacon Investment Advisory Services's Truist Financial position peaked at $3.87M in Q4 2019.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.