Covestor
TFC icon

Covestor’s Truist Financial TFC Stock Holding History

Covestor’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
Q3 		$86K Buy
1,847
+429
+30% +$21.8K 0.05% 430
2026
Q2 		$71K Buy
1,418
+1,040
+275% +$51.2K 0.04% 578
2026
Q1 		$17K Sell
378
-262
-41% -$12.9K 0.01% 1180
2025
Q4 		$32K Sell
640
-56
-8% -$2.58K 0.02% 1075
2025
Q3 		$32K Buy
696
+21
+3% +$947 0.02% 1104
2025
Q2 		$29K Sell
675
-1,378
-67% -$53.9K 0.02% 1118
2025
Q1 		$85K Sell
2,053
-113
-5% -$5.03K 0.06% 586
2024
Q4 		$94K Buy
2,166
+24
+1% +$1.07K 0.06% 572
2024
Q3 		$92K Buy
2,142
+33
+2% +$1.39K 0.06% 573
2024
Q2 		$82K Sell
2,109
-117
-5% -$4.42K 0.05% 611
2024
Q1 		$87K Sell
2,226
-3,262
-59% -$119K 0.06% 627
2023
Q4 		$202K Buy
5,488
+512
+10% +$16.1K 0.14% 138
2023
Q3 		$142K Buy
4,976
+611
+14% +$18.8K 0.11% 245
2023
Q2 		$132K Buy
4,365
+1,652
+61% +$51.3K 0.1% 292
2023
Q1 		$93K Sell
2,713
-66
-2% -$2.88K 0.08% 418
2022
Q4 		$120K Buy
2,779
+644
+30% +$28.2K 0.1% 313
2022
Q3 		$93K Buy
2,135
+265
+14% +$12.8K 0.08% 395
2022
Q2 		$89K Buy
1,870
+394
+27% +$19.4K 0.07% 483
2022
Q1 		$84K Buy
1,476
+531
+56% +$32.8K 0.06% 616
2021
Q4 		$55K Buy
+945
New +$57.7K 0.08% 483

Other funds holding TFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Covestor's TFC Position: Q3 2026 in Review

Covestor increased its Truist Financial (TFC) stake by 30% in Q3 2026, buying an estimated $21.8K and bringing the position to 1,847 shares worth $86K. The position accounts for 0.05% of the portfolio, ranked #430.

Covestor first reported a position in TFC in Q4 2021 and has held it in 20 quarters since. The position peaked at $202K in Q4 2023. 1,430 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Covestor held 1,847 shares of Truist Financial worth $86K as of Q3 2026.
  • Covestor bought 429 Truist Financial shares in Q3 2026, an estimated $21.8K.
  • Truist Financial made up 0.05% of Covestor's portfolio in Q3 2026, its #430 holding.
  • Covestor first reported a position in Truist Financial in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Truist Financial position peaked at $202K in Q4 2023.
  • 1,430 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.