COMPASS FINANCIAL MANAGEMENT LLC’s Truist Financial TFC Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$606K	Buy	+12,114	New	+$596K	0.07%	246

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's TFC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Truist Financial (TFC) in Q2 2026: 12,114 shares worth $606K. The stake represents 0.07% of the portfolio and ranks #246 among its holdings.

1,308 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 12,114 shares of Truist Financial worth $606K as of Q2 2026.
Truist Financial was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Truist Financial made up 0.07% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #246 holding.
1,308 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.