BIA
TFC icon

Bell Investment Advisors’s Truist Financial TFC Stock Holding History

Bell Investment Advisors’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 		$12.7K Buy
255
+10
+4% +$492 ﹤0.01% 633
2026
Q1 		$11.3K Sell
245
-12
-5% -$593 ﹤0.01% 634
2025
Q4 		$12.6K Buy
257
+21
+9% +$967 ﹤0.01% 603
2025
Q3 		$10.8K Sell
236
-5
-2% -$225 ﹤0.01% 617
2025
Q2 		$10.4K Buy
241
+28
+13% +$1.1K ﹤0.01% 660
2025
Q1 		$8.77K Hold
213
– – ﹤0.01% 658
2024
Q4 		$9.24K Sell
213
-124
-37% -$5.53K ﹤0.01% 632
2024
Q3 		$14.4K Hold
337
– – ﹤0.01% 483
2024
Q2 		$13.1K Hold
337
– – ﹤0.01% 514
2024
Q1 		$13.1K Hold
337
– – ﹤0.01% 490
2023
Q4 		$12.4K Sell
337
-20
-6% -$628 ﹤0.01% 483
2023
Q3 		$10.2K Buy
357
+91
+34% +$2.8K ﹤0.01% 498
2023
Q2 		$8.07K Buy
266
+18
+7% +$559 ﹤0.01% 597
2023
Q1 		$8.46K Sell
248
-75
-23% -$3.27K ﹤0.01% 548
2022
Q4 		$13.9K Sell
323
-457
-59% -$20K ﹤0.01% 383
2022
Q3 		$34K Buy
780
+145
+23% +$6.98K 0.01% 183
2022
Q2 		$30K Buy
+635
New +$31.3K 0.01% 200
2021
Q4 		$23K Buy
386
+27
+8% +$1.65K 0.01% 287
2021
Q3 		$21K Buy
+359
New +$20.1K 0.01% 281

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

Bell Investment Advisors's TFC Position: Q2 2026 in Review

Bell Investment Advisors increased its Truist Financial (TFC) stake by 4.1% in Q2 2026, buying an estimated $492 and bringing the position to 255 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Bell Investment Advisors first reported a position in TFC in Q3 2021 and has held it in 19 quarters since. The position peaked at $34K in Q3 2022. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Bell Investment Advisors held 255 shares of Truist Financial worth $12.7K as of Q2 2026.
  • Bell Investment Advisors bought 10 Truist Financial shares in Q2 2026, an estimated $492.
  • Truist Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #633 holding.
  • Bell Investment Advisors first reported a position in Truist Financial in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Truist Financial position peaked at $34K in Q3 2022.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.