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Biltmore Family Office’s Truist Financial TFC Stock Holding History

Biltmore Family Office’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 		$417K Sell
8,366
-1,000
-11% -$49.2K 0.05% 174
2026
Q1 		$431K Buy
9,366
+1,000
+12% +$49.4K 0.06% 171
2025
Q4 		$412K Buy
8,366
+1,092
+15% +$50.3K 0.06% 166
2025
Q3 		$333K Hold
7,274
– – 0.05% 173
2025
Q2 		$313K Buy
7,274
+324
+5% +$12.7K 0.05% 169
2025
Q1 		$286K Hold
6,950
– – 0.05% 175
2024
Q4 		$301K Hold
6,950
– – 0.05% 168
2024
Q3 		$297K Buy
6,950
+70
+1% +$2.96K 0.05% 174
2024
Q2 		$267K Hold
6,880
– – 0.05% 165
2024
Q1 		$268K Hold
6,880
– – 0.05% 162
2023
Q4 		$254K Sell
6,880
-1,801
-21% -$56.5K 0.05% 167
2023
Q3 		$248K Hold
8,681
– – 0.06% 165
2023
Q2 		$263K Sell
8,681
-2,485
-22% -$77.2K 0.06% 158
2023
Q1 		$381K Buy
11,166
+278
+3% +$12.1K 0.08% 161
2022
Q4 		$469K Buy
10,888
+1,295
+13% +$56.8K 0.1% 128
2022
Q3 		$418K Sell
9,593
-4,000
-29% -$192K 0.1% 114
2022
Q2 		$645K Sell
13,593
-94
-0.7% -$4.64K 0.16% 89
2022
Q1 		$776K Buy
13,687
+2,380
+21% +$147K 0.17% 88
2021
Q4 		$662K Buy
11,307
+333
+3% +$20.3K 0.13% 105
2021
Q3 		$644K Sell
10,974
-300
-3% -$16.8K 0.16% 89
2021
Q2 		$626K Sell
11,274
-2,906
-20% -$171K 0.18% 85
2021
Q1 		$827K Sell
14,180
-7,000
-33% -$384K 0.26% 62
2020
Q4 		$1.01M Buy
+21,180
New +$959K 0.3% 53
2020
Q3 		– Sell
-6,030
Closed -$226K – 180
2020
Q2 		$226K Buy
+6,030
New +$217K 0.14% 128
2019
Q4 		– Sell
-6,000
Closed -$320K – 219
2019
Q3 		$320K Buy
+6,000
New +$297K 0.14% 124

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Biltmore Family Office's TFC Position: Q2 2026 in Review

Biltmore Family Office reduced its Truist Financial (TFC) stake by 11% in Q2 2026, selling an estimated $49.2K and leaving 8,366 shares worth $417K. The position accounts for 0.05% of the portfolio, ranked #174.

Biltmore Family Office first reported a position in TFC in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.01M in Q4 2020. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Biltmore Family Office held 8,366 shares of Truist Financial worth $417K as of Q2 2026.
  • Biltmore Family Office sold 1,000 Truist Financial shares in Q2 2026, an estimated $49.2K.
  • Truist Financial made up 0.05% of Biltmore Family Office's portfolio in Q2 2026, its #174 holding.
  • Biltmore Family Office first reported a position in Truist Financial in Q3 2019 and has held it in 25 quarters since.
  • Biltmore Family Office's Truist Financial position peaked at $1.01M in Q4 2020.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.