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Edgestream Partners’s Truist Financial TFC Stock Holding History

Edgestream Partners’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 		$223K Buy
+4,474
New +$220K 0.01% 907
2024
Q4 		– Sell
-22,481
Closed -$962K – 1082
2024
Q3 		$962K Buy
+22,481
New +$949K 0.04% 576
2024
Q1 		– Sell
-15,278
Closed -$564K – 1015
2023
Q4 		$564K Sell
15,278
-51,527
-77% -$1.62M 0.04% 579
2023
Q3 		$1.91M Buy
66,805
+27,683
+71% +$851K 0.15% 206
2023
Q2 		$1.19M Buy
+39,122
New +$1.22M 0.11% 320
2022
Q3 		– Sell
-179,548
Closed -$8.52M – 608
2022
Q2 		$8.52M Buy
179,548
+100,913
+128% +$4.98M 0.67% 22
2022
Q1 		$4.46M Buy
78,635
+32,364
+70% +$2M 0.36% 85
2021
Q4 		$2.71M Buy
46,271
+38,099
+466% +$2.33M 0.17% 180
2021
Q3 		$479K Sell
8,172
-68,956
-89% -$3.85M 0.03% 395
2021
Q2 		$4.28M Sell
77,128
-267,658
-78% -$15.7M 0.25% 140
2021
Q1 		$20.1M Buy
344,786
+38,715
+13% +$2.12M 1.12% 8
2020
Q4 		$14.7M Buy
306,071
+230,639
+306% +$10.4M 0.74% 34
2020
Q3 		$2.87M Buy
+75,432
New +$2.84M 0.19% 164
2020
Q2 		– Sell
-20,685
Closed -$638K – 330
2020
Q1 		$638K Buy
+20,685
New +$978K 0.06% 226
2019
Q1 		– Sell
-25,093
Closed -$1.09M – 292
2018
Q4 		$1.09M Buy
25,093
+13,536
+117% +$650K 0.19% 134
2018
Q3 		$561K Buy
+11,557
New +$593K 0.1% 179

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

Edgestream Partners's TFC Position: Q2 2026 in Review

Edgestream Partners opened a new position in Truist Financial (TFC) in Q2 2026: 4,474 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in TFC as recently as Q3 2024.

Edgestream Partners first reported a position in TFC in Q3 2018 and has held it in 16 quarters since. The position peaked at $20.1M in Q1 2021. 1,701 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Edgestream Partners held 4,474 shares of Truist Financial worth $223K as of Q2 2026.
  • Truist Financial was a new Edgestream Partners position in Q2 2026.
  • Truist Financial made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #907 holding.
  • Edgestream Partners first reported a position in Truist Financial in Q3 2018 and has held it in 16 quarters since.
  • Edgestream Partners's Truist Financial position peaked at $20.1M in Q1 2021.
  • 1,701 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.