CT
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Clearstead Trust’s Truist Financial TFC Stock Holding History

Clearstead Trust’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 		$62.3K Hold
1,251
– – 0.01% 299
2026
Q1 		$57.5K Sell
1,251
-975
-44% -$48.2K 0.01% 301
2025
Q4 		$110K Sell
2,226
-94
-4% -$4.33K 0.02% 242
2025
Q3 		$106K Sell
2,320
-541
-19% -$24.4K 0.02% 240
2025
Q2 		$123K Buy
2,861
+1,015
+55% +$39.7K 0.02% 221
2025
Q1 		$76K Hold
1,846
– – 0.02% 234
2024
Q4 		$80.1K Hold
1,846
– – 0.02% 224
2024
Q3 		$79K Hold
1,846
– – 0.02% 208
2024
Q2 		$71.7K Hold
1,846
– – 0.02% 214
2024
Q1 		$72K Hold
1,846
– – 0.02% 213
2023
Q4 		$68.2K Hold
1,846
– – 0.02% 219
2023
Q3 		$52.8K Hold
1,846
– – 0.02% 218
2023
Q2 		$62.9K Hold
1,846
– – 0.02% 197
2023
Q1 		$62.9K Hold
1,846
– – 0.02% 203
2022
Q4 		$79K Sell
1,846
-141
-7% -$6.18K 0.03% 200
2022
Q3 		$86K Buy
1,987
+141
+8% +$6.78K 0.03% 188
2022
Q2 		$88K Hold
1,846
– – 0.07% 108
2022
Q1 		$105K Sell
1,846
-267
-13% -$16.5K 0.07% 110
2021
Q4 		$124K Hold
2,113
– – 0.07% 109
2021
Q3 		$124K Buy
+2,113
New +$118K 0.08% 110
2019
Q1 		– Sell
-126
Closed -$5K – 229
2018
Q4 		$5K Hold
126
– – ﹤0.01% 202
2018
Q3 		$6K Buy
+126
New +$6.47K ﹤0.01% 178

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

Clearstead Trust's TFC Position: Q2 2026 in Review

Clearstead Trust held its Truist Financial (TFC) position steady in Q2 2026 at 1,251 shares worth $62.3K. The position accounts for 0.01% of the portfolio, ranked #299.

Clearstead Trust first reported a position in TFC in Q3 2018 and has held it in 22 quarters since. The position peaked at $124K in Q4 2021. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Clearstead Trust held 1,251 shares of Truist Financial worth $62.3K as of Q2 2026.
  • Clearstead Trust left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #299 holding.
  • Clearstead Trust first reported a position in Truist Financial in Q3 2018 and has held it in 22 quarters since.
  • Clearstead Trust's Truist Financial position peaked at $124K in Q4 2021.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.