Burk Holdings’s Truist Financial TFC Stock Holding History

Burk Holdings’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	$3.54K	Hold	71	–	–	﹤0.01%	412
2026 Q1	$3.26K	Buy	+71	New	+$3.51K	﹤0.01%	434

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Burk Holdings's TFC Position: Q2 2026 in Review

Burk Holdings held its Truist Financial (TFC) position steady in Q2 2026 at 71 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Burk Holdings first reported a position in TFC in Q1 2026 and has held it in 2 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Burk Holdings held 71 shares of Truist Financial worth $3.54K as of Q2 2026.
Burk Holdings left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #412 holding.
Burk Holdings first reported a position in Truist Financial in Q1 2026 and has held it in 2 quarters since.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.