D.J. St. Germain’s Truist Financial TFC Stock Holding History

D.J. St. Germain’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	$12.4K	Hold	248	–	–	﹤0.01%	661
2026 Q1	$11.4K	Hold	248	–	–	﹤0.01%	652
2025 Q4	$12.2K	Hold	248	–	–	﹤0.01%	639
2025 Q3	$11.3K	Hold	248	–	–	﹤0.01%	634
2025 Q2	$10.7K	Hold	248	–	–	﹤0.01%	649
2025 Q1	$10.2K	Buy	+248	New	+$11K	﹤0.01%	563
2024 Q2	–	Sell	-233	Closed	-$9.08K	–	839
2024 Q1	$9.08K	Hold	233	–	–	﹤0.01%	562
2023 Q4	$8.6K	Sell	233 -247	-51%	-$7.75K	﹤0.01%	571
2023 Q3	$13.7K	Hold	480	–	–	﹤0.01%	502
2023 Q2	$14.6K	Buy	+480	New	+$14.9K	﹤0.01%	503

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

D.J. St. Germain's TFC Position: Q2 2026 in Review

D.J. St. Germain held its Truist Financial (TFC) position steady in Q2 2026 at 248 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

D.J. St. Germain first reported a position in TFC in Q2 2023 and has held it in 10 quarters since. The position peaked at $14.6K in Q2 2023. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

D.J. St. Germain held 248 shares of Truist Financial worth $12.4K as of Q2 2026.
D.J. St. Germain left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #661 holding.
D.J. St. Germain first reported a position in Truist Financial in Q2 2023 and has held it in 10 quarters since.
D.J. St. Germain's Truist Financial position peaked at $14.6K in Q2 2023.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.