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Elevated Capital Advisors’s Truist Financial TFC Stock Holding History

Elevated Capital Advisors’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 		$459K Sell
9,216
-9,918
-52% -$488K 0.13% 134
2026
Q1 		$880K Buy
19,134
+2,152
+13% +$106K 0.22% 112
2025
Q4 		$836K Buy
16,982
+417
+3% +$19.2K 0.19% 136
2025
Q3 		$757K Sell
16,565
-1,559
-9% -$70.3K 0.19% 148
2025
Q2 		$746K Hold
18,124
– – 0.21% 148
2025
Q1 		$746K Buy
18,124
+495
+3% +$22.1K 0.21% 148
2024
Q4 		$765K Sell
17,629
-379
-2% -$16.9K 0.21% 141
2024
Q3 		$770K Sell
18,008
-1,197
-6% -$50.6K 0.2% 154
2024
Q2 		$746K Buy
+19,205
New +$725K 0.21% 131

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

Elevated Capital Advisors's TFC Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Truist Financial (TFC) stake by 52% in Q2 2026, selling an estimated $488K and leaving 9,216 shares worth $459K. The position accounts for 0.13% of the portfolio, ranked #134.

Elevated Capital Advisors first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $880K in Q1 2026. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Elevated Capital Advisors held 9,216 shares of Truist Financial worth $459K as of Q2 2026.
  • Elevated Capital Advisors sold 9,918 Truist Financial shares in Q2 2026, an estimated $488K.
  • Truist Financial made up 0.13% of Elevated Capital Advisors's portfolio in Q2 2026, its #134 holding.
  • Elevated Capital Advisors first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
  • Elevated Capital Advisors's Truist Financial position peaked at $880K in Q1 2026.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.