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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
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% +$28.3K 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 $6.73T 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

Covestor's TFC Position: Q2 2026 in Review

Covestor increased its Truist Financial (TFC) stake by 275% in Q2 2026, buying an estimated $51.2K and bringing the position to 1,418 shares worth $71K. The position accounts for 0.04% of the portfolio, ranked #578.

Covestor first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $202K in Q4 2023. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Covestor held 1,418 shares of Truist Financial worth $71K as of Q2 2026.
  • Covestor bought 1,040 Truist Financial shares in Q2 2026, an estimated $51.2K.
  • Truist Financial made up 0.04% of Covestor's portfolio in Q2 2026, its #578 holding.
  • Covestor first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Truist Financial position peaked at $202K in Q4 2023.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.