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BOK Financial Private Wealth’s Truist Financial TFC Stock Holding History

BOK Financial Private Wealth’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 		$5.73K Buy
+115
New +$5.66K ﹤0.01% 470
2025
Q3 		– Sell
-81
Closed -$3.48K – 426
2025
Q2 		$3.48K Sell
81
-827
-91% -$32.4K ﹤0.01% 399
2025
Q1 		$37.4K Buy
908
+658
+263% +$29.3K ﹤0.01% 283
2024
Q4 		$10.8K Buy
250
+157
+169% +$7.01K ﹤0.01% 363
2024
Q3 		$3.98K Sell
93
-644
-87% -$27.2K ﹤0.01% 449
2024
Q2 		$28.6K Buy
+737
New +$27.8K ﹤0.01% 314
2023
Q1 		– Sell
-370
Closed -$15.9K – 479
2022
Q4 		$15.9K Hold
370
– – ﹤0.01% 305
2022
Q3 		$16K Sell
370
-505
-58% -$24.3K ﹤0.01% 313
2022
Q2 		$42K Sell
875
-5,542
-86% -$273K ﹤0.01% 257
2022
Q1 		$364K Buy
6,417
+1,480
+30% +$91.4K 0.03% 207
2021
Q4 		$289K Buy
4,937
+255
+5% +$15.6K 0.02% 233
2021
Q3 		$275K Buy
4,682
+371
+9% +$20.7K 0.02% 205
2021
Q2 		$239K Buy
4,311
+855
+25% +$50.2K 0.02% 200
2021
Q1 		$202K Buy
+3,456
New +$189K 0.02% 189

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

BOK Financial Private Wealth's TFC Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Truist Financial (TFC) in Q2 2026: 115 shares worth $5.73K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in TFC as recently as Q2 2025.

BOK Financial Private Wealth first reported a position in TFC in Q1 2021 and has held it in 14 quarters since. The position peaked at $364K in Q1 2022. 1,705 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • BOK Financial Private Wealth held 115 shares of Truist Financial worth $5.73K as of Q2 2026.
  • Truist Financial was a new BOK Financial Private Wealth position in Q2 2026.
  • Truist Financial made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #470 holding.
  • BOK Financial Private Wealth first reported a position in Truist Financial in Q1 2021 and has held it in 14 quarters since.
  • BOK Financial Private Wealth's Truist Financial position peaked at $364K in Q1 2022.
  • 1,705 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.