Callan Family Office’s Truist Financial TFC Stock Holding History

Callan Family Office’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	$2.02M	Buy	40,543 +797	+2%	+$39.2K	0.04%	387
2026 Q1	$1.83M	Buy	39,746 +969	+2%	+$47.9K	0.04%	379
2025 Q4	$1.91M	Buy	38,777 +18,283	+89%	+$842K	0.04%	366
2025 Q3	$937K	Sell	20,494 -167	-0.8%	-$7.53K	0.03%	394
2025 Q2	$888K	Buy	20,661 +6,733	+48%	+$263K	0.03%	430
2025 Q1	$573K	Sell	13,928 -1,560	-10%	-$69.5K	0.04%	298
2024 Q4	$672K	Buy	+15,488	New	+$691K	0.04%	314
2023 Q2	–	Sell	-12,078	Closed	-$412K	–	153
2023 Q1	$412K	Buy	+12,078	New	+$527K	0.1%	105

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

Callan Family Office's TFC Position: Q2 2026 in Review

Callan Family Office increased its Truist Financial (TFC) stake by 2% in Q2 2026, buying an estimated $39.2K and bringing the position to 40,543 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #387.

Callan Family Office first reported a position in TFC in Q1 2023 and has held it in 8 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Callan Family Office held 40,543 shares of Truist Financial worth $2.02M as of Q2 2026.
Callan Family Office bought 797 Truist Financial shares in Q2 2026, an estimated $39.2K.
Truist Financial made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #387 holding.
Callan Family Office first reported a position in Truist Financial in Q1 2023 and has held it in 8 quarters since.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.