Concurrent Investment Advisors’s Truist Financial TFC Stock Holding History

Concurrent Investment Advisors’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	$18.8M	Buy	377,499 +69,929	+23%	+$3.44M	0.16%	133
2026 Q1	$14.1M	Buy	307,570 +38,868	+14%	+$1.92M	0.15%	140
2025 Q4	$13.2M	Buy	268,702 +111,518	+71%	+$5.14M	0.15%	143
2025 Q3	$7.19M	Buy	157,184 +12,743	+9%	+$575K	0.12%	178
2025 Q2	$6.21M	Buy	144,441 +336	+0.2%	+$13.1K	0.12%	183
2025 Q1	$5.93M	Buy	144,105 +11,805	+9%	+$526K	0.14%	151
2024 Q4	$5.74M	Sell	132,300 -1,075	-0.8%	-$48K	0.15%	140
2024 Q3	$5.7M	Buy	133,375 +3,297	+3%	+$139K	0.17%	129
2024 Q2	$5.05M	Buy	130,078 +93,203	+253%	+$3.52M	0.17%	136
2024 Q1	$1.44M	Buy	36,875 +6,826	+23%	+$250K	0.06%	304
2023 Q4	$1.11M	Buy	+30,049	New	+$943K	0.05%	318

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's TFC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Truist Financial (TFC) stake by 23% in Q2 2026, buying an estimated $3.44M and bringing the position to 377,499 shares worth $18.8M. The position accounts for 0.16% of the portfolio, ranked #133.

Concurrent Investment Advisors first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Concurrent Investment Advisors held 377,499 shares of Truist Financial worth $18.8M as of Q2 2026.
Concurrent Investment Advisors bought 69,929 Truist Financial shares in Q2 2026, an estimated $3.44M.
Truist Financial made up 0.16% of Concurrent Investment Advisors's portfolio in Q2 2026, its #133 holding.
Concurrent Investment Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.