D'Orazio & Associates’s Truist Financial TFC Stock Holding History

D'Orazio & Associates’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	$265K	Sell	5,311 -417	-7%	-$20.5K	0.03%	253
2026 Q1	$263K	Sell	5,728 -379	-6%	-$18.7K	0.03%	226
2025 Q4	$301K	Buy	6,107 +263	+5%	+$12.1K	0.04%	189
2025 Q3	$267K	Sell	5,844 -132	-2%	-$5.95K	0.04%	208
2025 Q2	$257K	Buy	5,976 +181	+3%	+$7.08K	0.04%	199
2025 Q1	$238K	Sell	5,795 -21	-0.4%	-$936	0.04%	200
2024 Q4	$252K	Buy	5,816 +36	+0.6%	+$1.61K	0.04%	180
2024 Q3	$247K	Hold	5,780	–	–	0.04%	183
2024 Q2	$225K	Hold	5,780	–	–	0.03%	176
2024 Q1	$225K	Buy	5,780 +28	+0.5%	+$1.02K	0.04%	163
2023 Q4	$212K	Buy	+5,752	New	+$181K	0.04%	156
2022 Q2	–	Sell	-3,977	Closed	-$225K	–	124
2022 Q1	$225K	Sell	3,977 -27	-0.7%	-$1.67K	0.05%	92
2021 Q4	$234K	Buy	4,004 +100	+3%	+$6.11K	0.05%	92
2021 Q3	$229K	Hold	3,904	–	–	0.06%	81
2021 Q2	$217K	Hold	3,904	–	–	0.06%	79
2021 Q1	$228K	Hold	3,904	–	–	0.06%	72
2020 Q4	$187K	Hold	3,904	–	–	0.06%	79
2020 Q3	$149K	Hold	3,904	–	–	0.06%	83
2020 Q2	$147K	Hold	3,904	–	–	0.06%	80
2020 Q1	$120K	Hold	3,904	–	–	0.06%	80
2019 Q4	$220K	Hold	3,904	–	–	0.07%	67
2019 Q3	$208K	Hold	3,904	–	–	0.07%	64
2019 Q2	$192K	Sell	3,904 -38	-1%	-$1.86K	0.06%	68
2019 Q1	$183K	Buy	3,942 +38	+1%	+$1.85K	0.05%	66
2018 Q4	$169K	Hold	3,904	–	–	0.06%	60
2018 Q3	$190K	Hold	3,904	–	–	0.07%	59
2018 Q2	$197K	Hold	3,904	–	–	0.08%	53
2018 Q1	$203K	Hold	3,904	–	–	0.08%	48
2017 Q4	$194K	Sell	3,904 -612	-14%	-$29.5K	0.07%	58
2017 Q3	$212K	Buy	4,516 +612	+16%	+$28.1K	0.08%	45
2017 Q2	$177K	Sell	3,904 -612	-14%	-$26.6K	0.07%	54
2017 Q1	$202K	Hold	4,516	–	–	0.08%	45
2016 Q4	$212K	Hold	4,516	–	–	0.08%	42
2016 Q3	$170K	Hold	4,516	–	–	0.07%	50
2016 Q2	$161K	Sell	4,516 -50	-1%	-$1.75K	0.06%	58
2016 Q1	$151K	Buy	4,566 +1,705	+60%	+$56.6K	0.06%	58
2015 Q4	$108K	Hold	2,861	–	–	0.05%	62
2015 Q3	$107K	Hold	2,861	–	–	0.05%	63
2015 Q2	$116K	Hold	2,861	–	–	0.08%	59
2015 Q1	$112K	Buy	2,861 +50	+2%	+$1.88K	0.09%	57
2014 Q4	$109K	Hold	2,811	–	–	0.07%	52
2014 Q3	$105K	Hold	2,811	–	–	0.08%	55
2014 Q2	$111K	Hold	2,811	–	–	0.08%	47
2014 Q1	$113K	Hold	2,811	–	–	0.09%	45
2013 Q4	$105K	Buy	+2,811	New	+$97.1K	0.09%	45

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

D'Orazio & Associates's TFC Position: Q2 2026 in Review

D'Orazio & Associates reduced its Truist Financial (TFC) stake by 7.3% in Q2 2026, selling an estimated $20.5K and leaving 5,311 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #253.

D'Orazio & Associates first reported a position in TFC in Q4 2013 and has held it in 45 quarters since. The position peaked at $301K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

D'Orazio & Associates held 5,311 shares of Truist Financial worth $265K as of Q2 2026.
D'Orazio & Associates sold 417 Truist Financial shares in Q2 2026, an estimated $20.5K.
Truist Financial made up 0.03% of D'Orazio & Associates's portfolio in Q2 2026, its #253 holding.
D'Orazio & Associates first reported a position in Truist Financial in Q4 2013 and has held it in 45 quarters since.
D'Orazio & Associates's Truist Financial position peaked at $301K in Q4 2025.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.