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Catherine Avery Investment Management’s Truist Financial TFC Stock Holding History

Catherine Avery Investment 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 		$5.69M Sell
114,289
-5,134
-4% -$253K 2.49% 22
2026
Q1 		$5.49M Buy
119,423
+36,417
+44% +$1.8M 2.46% 28
2025
Q4 		$4.08M Buy
83,006
+5,063
+6% +$233K 2.45% 26
2025
Q3 		$3.56M Buy
77,943
+11,649
+18% +$525K 2.3% 27
2025
Q2 		$2.85M Buy
66,294
+17,064
+35% +$668K 2.16% 30
2025
Q1 		$2.03M Buy
49,230
+4,139
+9% +$184K 1.81% 31
2024
Q4 		$1.96M Buy
+45,091
New +$2.01M 1.73% 34

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

Catherine Avery Investment Management's TFC Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Truist Financial (TFC) stake by 4.3% in Q2 2026, selling an estimated $253K and leaving 114,289 shares worth $5.69M. The position accounts for 2.49% of the portfolio, ranked #22.

Catherine Avery Investment Management first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Catherine Avery Investment Management held 114,289 shares of Truist Financial worth $5.69M as of Q2 2026.
  • Catherine Avery Investment Management sold 5,134 Truist Financial shares in Q2 2026, an estimated $253K.
  • Truist Financial made up 2.49% of Catherine Avery Investment Management's portfolio in Q2 2026, its #22 holding.
  • Catherine Avery Investment Management first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.