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Broyhill Asset Management’s Truist Financial TFC Stock Holding History

Broyhill Asset Management’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 		$339K Hold
6,800
– – 0.3% 60
2026
Q1 		$313K Sell
6,800
-1,680
-20% -$83K 0.29% 62
2025
Q4 		$417K Sell
8,480
-7,650
-47% -$352K 0.37% 54
2025
Q3 		$737K Buy
16,130
+150
+0.9% +$6.76K 0.65% 43
2025
Q2 		$687K Hold
15,980
– – 0.62% 41
2025
Q1 		$658K Hold
15,980
– – 0.54% 41
2024
Q4 		$693K Buy
+15,980
New +$713K 0.61% 37

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

Broyhill Asset Management's TFC Position: Q2 2026 in Review

Broyhill Asset Management held its Truist Financial (TFC) position steady in Q2 2026 at 6,800 shares worth $339K. The position accounts for 0.3% of the portfolio, ranked #60.

Broyhill Asset Management first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $737K in Q3 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Broyhill Asset Management held 6,800 shares of Truist Financial worth $339K as of Q2 2026.
  • Broyhill Asset Management left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.3% of Broyhill Asset Management's portfolio in Q2 2026, its #60 holding.
  • Broyhill Asset Management first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • Broyhill Asset Management's Truist Financial position peaked at $737K in Q3 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.