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Bradley Foster & Sargent’s Truist Financial TFC Stock Holding History

Bradley Foster & Sargent’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 		$205K Buy
+4,107
New +$202K ﹤0.01% 527
2026
Q1 		– Sell
-4,366
Closed -$215K – 538
2025
Q4 		$215K Sell
4,366
-280
-6% -$12.9K ﹤0.01% 513
2025
Q3 		$212K Buy
+4,646
New +$209K ﹤0.01% 524
2022
Q2 		– Sell
-3,917
Closed -$222K – 464
2022
Q1 		$222K Buy
+3,917
New +$242K ﹤0.01% 445

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

Bradley Foster & Sargent's TFC Position: Q2 2026 in Review

Bradley Foster & Sargent opened a new position in Truist Financial (TFC) in Q2 2026: 4,107 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Bradley Foster & Sargent previously reported a position in TFC as recently as Q4 2025.

Bradley Foster & Sargent first reported a position in TFC in Q1 2022 and has held it in 4 quarters since. The position peaked at $222K in Q1 2022. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Bradley Foster & Sargent held 4,107 shares of Truist Financial worth $205K as of Q2 2026.
  • Truist Financial was a new Bradley Foster & Sargent position in Q2 2026.
  • Truist Financial made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #527 holding.
  • Bradley Foster & Sargent first reported a position in Truist Financial in Q1 2022 and has held it in 4 quarters since.
  • Bradley Foster & Sargent's Truist Financial position peaked at $222K in Q1 2022.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.