EDRH
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Edmond de Rothschild Holding’s Truist Financial TFC Stock Holding History

Edmond de Rothschild Holding’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 		$649K Buy
13,020
+12,617
+3,131% +$621K 0.01% 352
2026
Q1 		$18.5K Hold
403
– – ﹤0.01% 488
2025
Q4 		$19.8K Hold
403
– – ﹤0.01% 508
2025
Q3 		$18.4K Hold
403
– – ﹤0.01% 512
2025
Q2 		$17.3K Hold
403
– – ﹤0.01% 509
2025
Q1 		$16.6K Sell
403
-434
-52% -$19.3K ﹤0.01% 518
2024
Q4 		$36.3K Hold
837
– – ﹤0.01% 519
2024
Q3 		$35.8K Hold
837
– – ﹤0.01% 547
2024
Q2 		$32.5K Sell
837
-2,433
-74% -$91.9K ﹤0.01% 587
2024
Q1 		$127K Sell
3,270
-13,664
-81% -$500K ﹤0.01% 479
2023
Q4 		$625K Sell
16,934
-3,407
-17% -$107K 0.01% 344
2023
Q3 		$582K Buy
20,341
+2,541
+14% +$78.1K 0.01% 348
2023
Q2 		$540K Sell
17,800
-19,426
-52% -$603K 0.01% 372
2023
Q1 		$1.27M Sell
37,226
-8,089
-18% -$353K 0.03% 305
2022
Q4 		$1.95M Sell
45,315
-48,597
-52% -$2.13M 0.05% 251
2022
Q3 		$4.09M Buy
93,912
+502
+0.5% +$24.2K 0.11% 171
2022
Q2 		$4.43M Sell
93,410
-23,578
-20% -$1.16M 0.11% 165
2022
Q1 		$6.63M Sell
116,988
-7,922
-6% -$489K 0.14% 140
2021
Q4 		$7.31M Buy
124,910
+50,531
+68% +$3.09M 0.16% 134
2021
Q3 		$4.36M Buy
74,379
+1,739
+2% +$97.2K 0.1% 186
2021
Q2 		$4.03M Buy
72,640
+6,559
+10% +$385K 0.09% 187
2021
Q1 		$3.85M Buy
66,081
+3,134
+5% +$172K 0.11% 179
2020
Q4 		$3.02M Buy
62,947
+58,636
+1,360% +$2.65M 0.1% 186
2020
Q3 		$164K Sell
4,311
-1,074
-20% -$40.5K 0.01% 412
2020
Q2 		$202K Buy
5,385
+3,599
+202% +$130K 0.01% 374
2020
Q1 		$55K Buy
1,786
+215
+14% +$10.2K ﹤0.01% 445
2019
Q4 		$88K Buy
1,571
+900
+134% +$48.7K ﹤0.01% 435
2019
Q3 		$36K Buy
+671
New +$33.3K ﹤0.01% 486

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 $3.38T AUM 44.17% 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

Edmond de Rothschild Holding's TFC Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its Truist Financial (TFC) stake by 3,131% in Q2 2026, buying an estimated $621K and bringing the position to 13,020 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #352.

Edmond de Rothschild Holding first reported a position in TFC in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.31M in Q4 2021. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Edmond de Rothschild Holding held 13,020 shares of Truist Financial worth $649K as of Q2 2026.
  • Edmond de Rothschild Holding bought 12,617 Truist Financial shares in Q2 2026, an estimated $621K.
  • Truist Financial made up 0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #352 holding.
  • Edmond de Rothschild Holding first reported a position in Truist Financial in Q3 2019 and has held it in 28 quarters since.
  • Edmond de Rothschild Holding's Truist Financial position peaked at $7.31M in Q4 2021.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.