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Crewe Advisors’s Truist Financial TFC Stock Holding History

Crewe 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 		$23.5K Buy
471
+303
+180% +$14.9K ﹤0.01% 579
2026
Q1 		$7.72K Buy
168
+161
+2,300% +$7.96K ﹤0.01% 698
2025
Q4 		$345 Buy
+7
New +$322 ﹤0.01% 1057
2025
Q3 		– Sell
-360
Closed -$15.5K – 1055
2025
Q2 		$15.5K Buy
360
+54
+18% +$2.11K ﹤0.01% 405
2025
Q1 		$12.6K Hold
306
– – ﹤0.01% 403
2024
Q4 		$13.3K Sell
306
-380
-55% -$17K ﹤0.01% 402
2024
Q3 		$29.3K Hold
686
– – ﹤0.01% 360
2024
Q2 		$26.7K Hold
686
– – ﹤0.01% 498
2024
Q1 		$26.7K Buy
+686
New +$25.1K ﹤0.01% 455
2023
Q3 		– Sell
-855
Closed -$25.9K – 879
2023
Q2 		$25.9K Sell
855
-1,948
-69% -$60.5K ﹤0.01% 329
2023
Q1 		$95.6K Buy
2,803
+98
+4% +$4.28K 0.01% 235
2022
Q4 		$116K Buy
2,705
+1,134
+72% +$49.7K 0.02% 201
2022
Q3 		$68K Buy
1,571
+141
+10% +$6.78K 0.01% 278
2022
Q2 		$68K Buy
1,430
+569
+66% +$28.1K 0.02% 260
2022
Q1 		$49K Buy
861
+368
+75% +$22.7K 0.01% 227
2021
Q4 		$29K Hold
493
– – 0.01% 232
2021
Q3 		$29K Buy
493
+187
+61% +$10.4K 0.01% 190
2021
Q2 		$17K Hold
306
– – ﹤0.01% 232
2021
Q1 		$18K Hold
306
– – ﹤0.01% 232
2020
Q4 		$15K Sell
306
-17
-5% -$770 0.01% 224
2020
Q3 		$12K Buy
323
+17
+6% +$640 0.01% 232
2020
Q2 		$11K Hold
306
– – 0.01% 159
2020
Q1 		$9K Sell
306
-88
-22% -$4.16K 0.01% 145
2019
Q4 		$22K Buy
+394
New +$21.3K 0.01% 151

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

Crewe Advisors's TFC Position: Q2 2026 in Review

Crewe Advisors increased its Truist Financial (TFC) stake by 180% in Q2 2026, buying an estimated $14.9K and bringing the position to 471 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Crewe Advisors first reported a position in TFC in Q4 2019 and has held it in 24 quarters since. The position peaked at $116K in Q4 2022. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Crewe Advisors held 471 shares of Truist Financial worth $23.5K as of Q2 2026.
  • Crewe Advisors bought 303 Truist Financial shares in Q2 2026, an estimated $14.9K.
  • Truist Financial made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #579 holding.
  • Crewe Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 24 quarters since.
  • Crewe Advisors's Truist Financial position peaked at $116K in Q4 2022.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.