BEI
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Benjamin Edwards Inc’s Truist Financial TFC Stock Holding History

Benjamin Edwards Inc’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 		$9.41M Sell
188,800
-16,714
-8% -$822K 0.09% 243
2026
Q1 		$9.45M Buy
205,514
+32,402
+19% +$1.6M 0.09% 223
2025
Q4 		$8.52M Sell
173,112
-86,676
-33% -$3.99M 0.09% 217
2025
Q3 		$11.9M Buy
259,788
+35,166
+16% +$1.59M 0.13% 166
2025
Q2 		$9.66M Buy
224,622
+15,216
+7% +$595K 0.12% 175
2025
Q1 		$8.62M Buy
209,406
+11,323
+6% +$504K 0.12% 178
2024
Q4 		$8.59M Buy
198,083
+25,166
+15% +$1.12M 0.12% 179
2024
Q3 		$7.4M Buy
172,917
+171,091
+9,370% +$7.23M 0.11% 200
2024
Q2 		$71K Buy
1,826
+439
+32% +$16.6K 0.01% 459
2024
Q1 		$54K Buy
1,387
+824
+146% +$30.1K 0.01% 477
2023
Q4 		$21K Buy
563
+76
+16% +$2.39K ﹤0.01% 539
2023
Q3 		$14K Buy
487
+303
+165% +$9.32K ﹤0.01% 558
2023
Q2 		$6K Sell
184
-17
-8% -$528 ﹤0.01% 604
2023
Q1 		$7K Sell
201
-7,809
-97% -$341K ﹤0.01% 612
2022
Q4 		$345K Sell
8,010
-1,160
-13% -$50.9K 0.09% 207
2022
Q3 		$399K Sell
9,170
-282
-3% -$13.6K 0.12% 184
2022
Q2 		$448K Buy
9,452
+1,358
+17% +$67K 0.13% 179
2022
Q1 		$459K Buy
8,094
+3,569
+79% +$220K 0.13% 176
2021
Q4 		$265K Buy
4,525
+3,835
+556% +$234K 0.09% 216
2021
Q3 		$40K Buy
+690
New +$38.6K 0.02% 329

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

Benjamin Edwards Inc's TFC Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Truist Financial (TFC) stake by 8.1% in Q2 2026, selling an estimated $822K and leaving 188,800 shares worth $9.41M. The position accounts for 0.09% of the portfolio, ranked #243.

Benjamin Edwards Inc first reported a position in TFC in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.9M in Q3 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Benjamin Edwards Inc held 188,800 shares of Truist Financial worth $9.41M as of Q2 2026.
  • Benjamin Edwards Inc sold 16,714 Truist Financial shares in Q2 2026, an estimated $822K.
  • Truist Financial made up 0.09% of Benjamin Edwards Inc's portfolio in Q2 2026, its #243 holding.
  • Benjamin Edwards Inc first reported a position in Truist Financial in Q3 2021 and has held it in 20 quarters since.
  • Benjamin Edwards Inc's Truist Financial position peaked at $11.9M in Q3 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.