Diamant Asset Management’s Truist Financial TFC Stock Holding History

Diamant 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	$497K	Sell	9,976 -300	-3%	-$14.8K	0.34%	58
2026 Q1	$472K	Sell	10,276 -19,845	-66%	-$981K	0.34%	50
2025 Q4	$1.48M	Sell	30,121 -6,600	-18%	-$304K	1.07%	21
2025 Q3	$1.68M	Sell	36,721 -1,700	-4%	-$76.6K	1.24%	18
2025 Q2	$1.65M	Sell	38,421 -200	-0.5%	-$7.83K	1.26%	20
2025 Q1	$1.59M	Sell	38,621 -1,200	-3%	-$53.5K	1.21%	20
2024 Q4	$1.73M	Buy	39,821 +3,390	+9%	+$151K	1.1%	22
2024 Q3	$1.56M	Sell	36,431 -80	-0.2%	-$3.38K	0.98%	22
2024 Q2	$1.42M	Hold	36,511	–	–	0.95%	24
2024 Q1	$1.42M	Sell	36,511 -3,085	-8%	-$113K	0.99%	24
2023 Q4	$1.46M	Buy	39,596 +3,671	+10%	+$115K	1.08%	21
2023 Q3	$1.03M	Sell	35,925 -1,000	-3%	-$30.8K	0.85%	25
2023 Q2	$1.12M	Buy	36,925 +2,825	+8%	+$87.7K	0.86%	26
2023 Q1	$1.16M	Buy	+34,100	New	+$1.49M	0.95%	25

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

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

Diamant Asset Management reduced its Truist Financial (TFC) stake by 2.9% in Q2 2026, selling an estimated $14.8K and leaving 9,976 shares worth $497K. The position accounts for 0.34% of the portfolio, ranked #58.

Diamant Asset Management first reported a position in TFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.73M in Q4 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Diamant Asset Management held 9,976 shares of Truist Financial worth $497K as of Q2 2026.
Diamant Asset Management sold 300 Truist Financial shares in Q2 2026, an estimated $14.8K.
Truist Financial made up 0.34% of Diamant Asset Management's portfolio in Q2 2026, its #58 holding.
Diamant Asset Management first reported a position in Truist Financial in Q1 2023 and has held it in 14 quarters since.
Diamant Asset Management's Truist Financial position peaked at $1.73M in Q4 2024.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Diamant Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.