Convergence Financial’s Truist Financial TFC Stock Holding History

Convergence Financial’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	$378K	Sell	7,580 -780	-9%	-$38.4K	0.03%	197
2026 Q1	$384K	Buy	8,360 +3,626	+77%	+$179K	0.04%	166
2025 Q4	$233K	Sell	4,734 -1,097	-19%	-$50.5K	0.03%	173
2025 Q3	$267K	Sell	5,831 -833	-13%	-$37.6K	0.04%	168
2025 Q2	$286K	Sell	6,664 -217	-3%	-$8.49K	0.05%	158
2025 Q1	$283K	Sell	6,881 -81	-1%	-$3.61K	0.06%	139
2024 Q4	$302K	Sell	6,962 -321	-4%	-$14.3K	0.06%	121
2024 Q3	$311K	Sell	7,283 -3,203	-31%	-$135K	0.07%	120
2024 Q2	$407K	Buy	+10,486	New	+$396K	0.11%	98

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Convergence Financial's TFC Position: Q2 2026 in Review

Convergence Financial reduced its Truist Financial (TFC) stake by 9.3% in Q2 2026, selling an estimated $38.4K and leaving 7,580 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #197.

Convergence Financial first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $407K in Q2 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Convergence Financial held 7,580 shares of Truist Financial worth $378K as of Q2 2026.
Convergence Financial sold 780 Truist Financial shares in Q2 2026, an estimated $38.4K.
Truist Financial made up 0.03% of Convergence Financial's portfolio in Q2 2026, its #197 holding.
Convergence Financial first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
Convergence Financial's Truist Financial position peaked at $407K in Q2 2024.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.