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Bruce G. Allen Investments’s Truist Financial TFC Stock Holding History

Bruce G. Allen Investments’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 		$149K Sell
2,997
-176
-6% -$8.66K 0.1% 102
2026
Q1 		$146K Sell
3,173
-313
-9% -$15.5K 0.1% 107
2025
Q4 		$172K Sell
3,486
-301
-8% -$13.9K 0.12% 90
2025
Q3 		$173K Buy
3,787
+7
+0.2% +$316 0.12% 90
2025
Q2 		$163K Buy
3,780
+47
+1% +$1.84K 0.12% 92
2025
Q1 		$154K Sell
3,733
-264
-7% -$11.8K 0.12% 98
2024
Q4 		$173K Sell
3,997
-75
-2% -$3.35K 0.14% 85
2024
Q3 		$174K Buy
4,072
+176
+5% +$7.43K 0.14% 95
2024
Q2 		$151K Buy
3,896
+347
+10% +$13.1K 0.13% 100
2024
Q1 		$138K Buy
3,549
+542
+18% +$19.8K 0.11% 113
2023
Q4 		$111K Buy
+3,007
New +$94.4K 0.1% 135

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

Bruce G. Allen Investments's TFC Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Truist Financial (TFC) stake by 5.5% in Q2 2026, selling an estimated $8.66K and leaving 2,997 shares worth $149K. The position accounts for 0.1% of the portfolio, ranked #102.

Bruce G. Allen Investments first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $174K in Q3 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Bruce G. Allen Investments held 2,997 shares of Truist Financial worth $149K as of Q2 2026.
  • Bruce G. Allen Investments sold 176 Truist Financial shares in Q2 2026, an estimated $8.66K.
  • Truist Financial made up 0.1% of Bruce G. Allen Investments's portfolio in Q2 2026, its #102 holding.
  • Bruce G. Allen Investments first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Truist Financial position peaked at $174K in Q3 2024.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.