BTI
TFC icon

Blue Trust Inc’s Truist Financial TFC Stock Holding History

Blue Trust 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 		$6.47M Buy
129,807
+18,642
+17% +$917K 0.07% 85
2026
Q1 		$5.11M Buy
111,165
+12,043
+12% +$595K 0.06% 95
2025
Q4 		$4.88M Buy
99,122
+59,537
+150% +$2.74M 0.06% 101
2025
Q3 		$1.81M Buy
39,585
+1,128
+3% +$50.9K 0.02% 195
2025
Q2 		$1.65M Sell
38,457
-4,563
-11% -$179K 0.02% 195
2025
Q1 		$1.77M Buy
43,020
+4,737
+12% +$211K 0.02% 173
2024
Q4 		$1.66M Buy
38,283
+3,659
+11% +$163K 0.02% 178
2024
Q3 		$1.35M Sell
34,624
-3,089
-8% -$130K 0.02% 215
2024
Q2 		$1.47M Buy
37,713
+1,452
+4% +$54.8K 0.02% 167
2024
Q1 		$1.41M Sell
36,261
-13,013
-26% -$476K 0.02% 147
2023
Q4 		$1.41M Buy
49,274
+559
+1% +$17.6K 0.02% 137
2023
Q3 		$1.48M Sell
48,715
-484
-1% -$14.9K 0.02% 137
2023
Q2 		$1.68M Buy
49,199
+14,409
+41% +$447K 0.03% 120
2023
Q1 		$1.5M Buy
34,790
+281
+0.8% +$12.3K 0.02% 157
2022
Q4 		$1.5M Buy
34,509
+2,948
+9% +$129K 0.03% 142
2022
Q3 		$1.5M Buy
31,561
+2,736
+9% +$132K 0.03% 118
2022
Q2 		$1.63M Buy
+28,825
New +$1.42M 0.03% 106

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

Blue Trust Inc's TFC Position: Q2 2026 in Review

Blue Trust Inc increased its Truist Financial (TFC) stake by 17% in Q2 2026, buying an estimated $917K and bringing the position to 129,807 shares worth $6.47M. The position accounts for 0.07% of the portfolio, ranked #85.

Blue Trust Inc first reported a position in TFC in Q2 2022 and has held it in 17 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Blue Trust Inc held 129,807 shares of Truist Financial worth $6.47M as of Q2 2026.
  • Blue Trust Inc bought 18,642 Truist Financial shares in Q2 2026, an estimated $917K.
  • Truist Financial made up 0.07% of Blue Trust Inc's portfolio in Q2 2026, its #85 holding.
  • Blue Trust Inc first reported a position in Truist Financial in Q2 2022 and has held it in 17 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.