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Brookwood Investment Group’s Truist Financial TFC Stock Holding History

Brookwood Investment Group’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 		$270K Sell
5,414
-37
-0.7% -$1.82K 0.03% 424
2026
Q1 		$251K Buy
+5,451
New +$269K 0.03% 433
2025
Q2 		– Sell
-7,828
Closed -$322K – 520
2025
Q1 		$322K Buy
+7,828
New +$349K 0.06% 306

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

Brookwood Investment Group's TFC Position: Q2 2026 in Review

Brookwood Investment Group reduced its Truist Financial (TFC) stake by 0.68% in Q2 2026, selling an estimated $1.82K and leaving 5,414 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #424.

Brookwood Investment Group first reported a position in TFC in Q1 2025 and has held it in 3 quarters since. The position peaked at $322K in Q1 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Brookwood Investment Group held 5,414 shares of Truist Financial worth $270K as of Q2 2026.
  • Brookwood Investment Group sold 37 Truist Financial shares in Q2 2026, an estimated $1.82K.
  • Truist Financial made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #424 holding.
  • Brookwood Investment Group first reported a position in Truist Financial in Q1 2025 and has held it in 3 quarters since.
  • Brookwood Investment Group's Truist Financial position peaked at $322K in Q1 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.