Councilmark Asset Management’s Truist Financial TFC Stock Holding History

Councilmark Asset Management’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	$306K	Hold	6,142	–	–	0.16%	72
2026 Q1	$282K	Hold	6,142	–	–	0.16%	73
2025 Q4	$302K	Hold	6,142	–	–	0.17%	72
2025 Q3	$281K	Sell	6,142 -550	-8%	-$24.8K	0.16%	73
2025 Q2	$288K	Buy	6,692 +42	+0.6%	+$1.64K	0.18%	72
2025 Q1	$274K	Hold	6,650	–	–	0.18%	72
2024 Q4	$288K	Hold	6,650	–	–	0.19%	71
2024 Q3	$284K	Hold	6,650	–	–	0.19%	72
2024 Q2	$258K	Hold	6,650	–	–	0.18%	74
2024 Q1	$259K	Buy	+6,650	New	+$243K	0.19%	74

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

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

Councilmark Asset Management's TFC Position: Q2 2026 in Review

Councilmark Asset Management held its Truist Financial (TFC) position steady in Q2 2026 at 6,142 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #72.

Councilmark Asset Management first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Councilmark Asset Management held 6,142 shares of Truist Financial worth $306K as of Q2 2026.
Councilmark Asset Management left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.16% of Councilmark Asset Management's portfolio in Q2 2026, its #72 holding.
Councilmark Asset Management first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Councilmark Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.