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Downshift Financial’s Truist Financial TFC Stock Holding History

Downshift Financial’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 		$498 Buy
+10
New +$492 ﹤0.01% 557

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

Downshift Financial's TFC Position: Q2 2026 in Review

Downshift Financial opened a new position in Truist Financial (TFC) in Q2 2026: 10 shares worth $498. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings.

1,691 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Downshift Financial held 10 shares of Truist Financial worth $498 as of Q2 2026.
  • Truist Financial was a new Downshift Financial position in Q2 2026.
  • Truist Financial made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #557 holding.
  • 1,691 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.