Broadleaf Partners’s Truist Financial TFC Stock Holding History

Broadleaf Partners’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	–	Sell	-4,410	Closed	-$203K	–	96
2026 Q1	$203K	Buy	+4,410	New	+$218K	0.05%	84

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Broadleaf Partners's TFC Position: Q2 2026 in Review

Broadleaf Partners sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 4,410 shares — an estimated $203K sold.

Broadleaf Partners first reported a position in TFC in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Broadleaf Partners reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
Broadleaf Partners sold 4,410 Truist Financial shares in Q2 2026, an estimated $203K.
Broadleaf Partners first reported a position in Truist Financial in Q1 2026 and held it in 1 quarter.
Broadleaf Partners's Truist Financial position peaked at $203K in Q1 2026.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.