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Choreo LLC’s Truist Financial TFC Stock Holding History

Choreo LLC’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 		$1.73M Buy
34,638
+1,172
+4% +$57.7K 0.02% 454
2026
Q1 		$1.54M Buy
33,466
+964
+3% +$47.6K 0.02% 474
2025
Q4 		$1.61M Sell
32,502
-3,841
-11% -$177K 0.02% 430
2025
Q3 		$1.66M Sell
36,343
-68,488
-65% -$3.09M 0.02% 420
2025
Q2 		$4.51M Sell
104,831
-23,876
-19% -$934K 0.06% 209
2025
Q1 		$5.3M Sell
128,707
-12,463
-9% -$555K 0.08% 173
2024
Q4 		$6.12M Sell
141,170
-36,263
-20% -$1.62M 0.09% 160
2024
Q3 		$7.4M Sell
177,433
-59,479
-25% -$2.51M 0.11% 134
2024
Q2 		$9.28M Buy
236,912
+215,111
+987% +$8.13M 0.16% 97
2024
Q1 		$850K Buy
21,801
+49
+0.2% +$1.79K 0.02% 309
2023
Q4 		$803K Buy
21,752
+6,789
+45% +$213K 0.02% 301
2023
Q3 		$428K Buy
14,963
+5,862
+64% +$180K 0.02% 312
2023
Q2 		$276K Buy
9,101
+2,372
+35% +$73.7K 0.01% 388
2023
Q1 		$229K Buy
+6,729
New +$294K 0.01% 435
2020
Q1 		– Sell
-5,323
Closed -$300K – 198
2019
Q4 		$300K Buy
+5,323
New +$288K 0.03% 161

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

Choreo LLC's TFC Position: Q2 2026 in Review

Choreo LLC increased its Truist Financial (TFC) stake by 3.5% in Q2 2026, buying an estimated $57.7K and bringing the position to 34,638 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #454.

Choreo LLC first reported a position in TFC in Q4 2019 and has held it in 15 quarters since. The position peaked at $9.28M in Q2 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Choreo LLC held 34,638 shares of Truist Financial worth $1.73M as of Q2 2026.
  • Choreo LLC bought 1,172 Truist Financial shares in Q2 2026, an estimated $57.7K.
  • Truist Financial made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #454 holding.
  • Choreo LLC first reported a position in Truist Financial in Q4 2019 and has held it in 15 quarters since.
  • Choreo LLC's Truist Financial position peaked at $9.28M in Q2 2024.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.