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Catalyst Funds Management’s Truist Financial TFC Stock Holding History

Catalyst Funds 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 		– Sell
-9,560
Closed -$439K – 880
2026
Q1 		$439K Buy
9,560
+4,460
+87% +$220K 0.07% 272
2025
Q4 		$251K Sell
5,100
-12,600
-71% -$580K 0.06% 257
2025
Q3 		$809K Buy
+17,700
New +$798K 0.12% 165
2025
Q2 		– Sell
-9,000
Closed -$370K – 684
2025
Q1 		$370K Sell
9,000
-600
-6% -$26.7K 0.1% 231
2024
Q4 		$416K Buy
+9,600
New +$428K 0.1% 177
2024
Q2 		– Sell
-5,700
Closed -$222K – 1587
2024
Q1 		$222K Buy
+5,700
New +$209K 0.06% 237

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

Catalyst Funds Management's TFC Position: Q2 2026 in Review

Catalyst Funds Management sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 9,560 shares — an estimated $439K sold.

Catalyst Funds Management first reported a position in TFC in Q1 2024 and held it in 6 quarters. The position peaked at $809K in Q3 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Catalyst Funds Management reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Catalyst Funds Management sold 9,560 Truist Financial shares in Q2 2026, an estimated $439K.
  • Catalyst Funds Management first reported a position in Truist Financial in Q1 2024 and held it in 6 quarters.
  • Catalyst Funds Management's Truist Financial position peaked at $809K in Q3 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.