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Eagle Strategies’s Truist Financial TFC Stock Holding History

Eagle Strategies’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 		$404K Buy
8,108
+79
+1% +$3.89K 0.04% 209
2026
Q1 		$369K Sell
8,029
-143
-2% -$7.07K 0.04% 203
2025
Q4 		$402K Sell
8,172
-310
-4% -$14.3K 0.05% 187
2025
Q3 		$388K Sell
8,482
-554
-6% -$25K 0.05% 184
2025
Q2 		$388K Buy
9,036
+1,309
+17% +$51.2K 0.06% 165
2025
Q1 		$318K Sell
7,727
-730
-9% -$32.5K 0.06% 171
2024
Q4 		$367K Sell
8,457
-48
-0.6% -$2.14K 0.06% 159
2024
Q3 		$364K Sell
8,505
-334
-4% -$14.1K 0.07% 154
2024
Q2 		$343K Buy
8,839
+3,404
+63% +$129K 0.07% 158
2024
Q1 		$212K Sell
5,435
-6,068
-53% -$222K 0.05% 252
2023
Q4 		$425K Buy
11,503
+928
+9% +$29.1K 0.09% 130
2023
Q3 		$303K Buy
+10,575
New +$325K 0.07% 147

Other funds holding TFC

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Eagle Strategies's TFC Position: Q2 2026 in Review

Eagle Strategies increased its Truist Financial (TFC) stake by 0.98% in Q2 2026, buying an estimated $3.89K and bringing the position to 8,108 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #209.

Eagle Strategies first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $425K in Q4 2023. 785 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Eagle Strategies held 8,108 shares of Truist Financial worth $404K as of Q2 2026.
  • Eagle Strategies bought 79 Truist Financial shares in Q2 2026, an estimated $3.89K.
  • Truist Financial made up 0.04% of Eagle Strategies's portfolio in Q2 2026, its #209 holding.
  • Eagle Strategies first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
  • Eagle Strategies's Truist Financial position peaked at $425K in Q4 2023.
  • 785 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.