EF
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Empowered Funds’s Truist Financial TFC Stock Holding History

Empowered Funds’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 		$4.94M Buy
99,103
+5,240
+6% +$258K 0.03% 715
2026
Q1 		$4.31M Buy
93,863
+44,914
+92% +$2.22M 0.03% 706
2025
Q4 		$2.41M Buy
48,949
+2,302
+5% +$106K 0.04% 433
2025
Q3 		$2.13M Sell
46,647
-118,624
-72% -$5.35M 0.02% 892
2025
Q2 		$7.11M Buy
165,271
+28,066
+20% +$1.1M 0.08% 324
2025
Q1 		$5.65M Buy
137,205
+34,228
+33% +$1.52M 0.08% 347
2024
Q4 		$4.47M Sell
102,977
-95,181
-48% -$4.25M 0.07% 411
2024
Q3 		$8.48M Buy
198,158
+120,706
+156% +$5.1M 0.13% 184
2024
Q2 		$3.01M Buy
77,452
+6,133
+9% +$232K 0.05% 476
2024
Q1 		$2.78M Buy
71,319
+4,456
+7% +$163K 0.05% 497
2023
Q4 		$2.47M Buy
66,863
+53,676
+407% +$1.69M 0.06% 445
2023
Q3 		$377K Sell
13,187
-1,929
-13% -$59.3K 0.01% 1007
2023
Q2 		$459K Buy
15,116
+7,623
+102% +$237K 0.02% 845
2023
Q1 		$256K Buy
7,493
+1,970
+36% +$86K 0.02% 472
2022
Q4 		$238K Buy
+5,523
New +$242K 0.02% 415

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

Empowered Funds's TFC Position: Q2 2026 in Review

Empowered Funds increased its Truist Financial (TFC) stake by 5.6% in Q2 2026, buying an estimated $258K and bringing the position to 99,103 shares worth $4.94M. The position accounts for 0.03% of the portfolio, ranked #715.

Empowered Funds first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.48M in Q3 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Empowered Funds held 99,103 shares of Truist Financial worth $4.94M as of Q2 2026.
  • Empowered Funds bought 5,240 Truist Financial shares in Q2 2026, an estimated $258K.
  • Truist Financial made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #715 holding.
  • Empowered Funds first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
  • Empowered Funds's Truist Financial position peaked at $8.48M in Q3 2024.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.