Chase Investment Counsel’s Truist Financial TFC Stock Holding History

Chase Investment Counsel’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	$220K	Hold	4,421	–	–	0.05%	131
2026 Q1	$203K	Hold	4,421	–	–	0.05%	145
2025 Q4	$217K	Hold	4,421	–	–	0.06%	127
2025 Q3	$202K	Buy	+4,421	New	+$199K	0.06%	129
2022 Q2	–	Sell	-8,812	Closed	-$499K	–	125
2022 Q1	$499K	Hold	8,812	–	–	0.22%	66
2021 Q4	$515K	Hold	8,812	–	–	0.21%	69
2021 Q3	$516K	Hold	8,812	–	–	0.22%	61
2021 Q2	$489K	Buy	+8,812	New	+$518K	0.2%	69
2016 Q4	–	Sell	-9,664	Closed	-$364K	–	120
2016 Q3	$364K	Buy	+9,664	New	+$360K	0.16%	90

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

Chase Investment Counsel's TFC Position: Q2 2026 in Review

Chase Investment Counsel held its Truist Financial (TFC) position steady in Q2 2026 at 4,421 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #131.

Chase Investment Counsel first reported a position in TFC in Q3 2016 and has held it in 9 quarters since. The position peaked at $516K in Q3 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Chase Investment Counsel held 4,421 shares of Truist Financial worth $220K as of Q2 2026.
Chase Investment Counsel left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.05% of Chase Investment Counsel's portfolio in Q2 2026, its #131 holding.
Chase Investment Counsel first reported a position in Truist Financial in Q3 2016 and has held it in 9 quarters since.
Chase Investment Counsel's Truist Financial position peaked at $516K in Q3 2021.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.