Eagle Strategies
TFC icon

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
Q3 		$376K Buy
8,114
+6
+0.1% +$305 0.04% 216
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Eagle Strategies's TFC Position: Q3 2026 in Review

Eagle Strategies increased its Truist Financial (TFC) stake by 0.07% in Q3 2026, buying an estimated $305 and bringing the position to 8,114 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #216.

Eagle Strategies first reported a position in TFC in Q3 2023 and has held it in 13 quarters since. The position peaked at $425K in Q4 2023. 1,094 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Eagle Strategies held 8,114 shares of Truist Financial worth $376K as of Q3 2026.
  • Eagle Strategies bought 6 Truist Financial shares in Q3 2026, an estimated $305.
  • Truist Financial made up 0.04% of Eagle Strategies's portfolio in Q3 2026, its #216 holding.
  • Eagle Strategies first reported a position in Truist Financial in Q3 2023 and has held it in 13 quarters since.
  • Eagle Strategies's Truist Financial position peaked at $425K in Q4 2023.
  • 1,094 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.