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Clear Investment Research’s Truist Financial TFC Stock Holding History

Clear Investment Research’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
-2,324
Closed -$107K – 205
2026
Q1 		$107K Buy
+2,324
New +$115K 0.17% 77
2025
Q4 		– Sell
-2,360
Closed -$108K – 216
2025
Q3 		$108K Hold
2,360
– – 0.14% 84
2025
Q2 		$101K Hold
2,360
– – 0.13% 86
2025
Q1 		$97.1K Hold
2,360
– – 0.13% 79
2024
Q4 		$102K Sell
2,360
-121
-5% -$5.4K 0.13% 79
2024
Q3 		$106K Hold
2,481
– – 0.14% 77
2024
Q2 		$96.4K Hold
2,481
– – 0.13% 75
2024
Q1 		$96.7K Hold
2,481
– – 0.13% 75
2023
Q4 		$91.6K Sell
2,481
-196
-7% -$6.15K 0.13% 79
2023
Q3 		$76.6K Hold
2,677
– – 0.13% 74
2023
Q2 		$81.2K Hold
2,677
– – 0.14% 70
2023
Q1 		$91.3K Hold
2,677
– – 0.16% 66
2022
Q4 		$115K Sell
2,677
-160
-6% -$7.02K 0.22% 58
2022
Q3 		$124K Hold
2,837
– – 0.26% 51
2022
Q2 		$135K Hold
2,837
– – 0.3% 54
2022
Q1 		$161K Hold
2,837
– – 0.32% 55
2021
Q4 		$166K Sell
2,837
-163
-5% -$9.96K 0.25% 56
2021
Q3 		$176K Hold
3,000
– – 0.29% 53
2021
Q2 		$167K Hold
3,000
– – 0.28% 53
2021
Q1 		$175K Hold
3,000
– – 0.32% 43
2020
Q4 		$144K Hold
3,000
– – 0.26% 50
2020
Q3 		$114K Hold
3,000
– – 0.23% 53
2020
Q2 		$113K Hold
3,000
– – 0.24% 50
2020
Q1 		$93K Hold
3,000
– – 0.23% 51
2019
Q4 		$169K Sell
3,000
-7
-0.2% -$379 0.35% 41
2019
Q3 		$160K Hold
3,007
– – 0.34% 43
2019
Q2 		$148K Buy
3,007
+3,000
+42,857% +$147K 0.24% 43
2019
Q1 		$0 Hold
7
– – ﹤0.01% 363
2018
Q4 		$0 Hold
7
– – ﹤0.01% 364
2018
Q3 		$0 Buy
+7
New +$359 ﹤0.01% 369

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

Clear Investment Research's TFC Position: Q2 2026 in Review

Clear Investment Research sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 2,324 shares — an estimated $107K sold.

Clear Investment Research first reported a position in TFC in Q3 2018 and held it in 30 quarters. The position peaked at $176K in Q3 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Clear Investment Research reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 2,324 Truist Financial shares in Q2 2026, an estimated $107K.
  • Clear Investment Research first reported a position in Truist Financial in Q3 2018 and held it in 30 quarters.
  • Clear Investment Research's Truist Financial position peaked at $176K in Q3 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.