EH
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Equitable Holdings’s Truist Financial TFC Stock Holding History

Equitable Holdings’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 		$1.06M Buy
21,303
+782
+4% +$38.5K 0.01% 982
2026
Q1 		$997K Buy
20,521
+1,243
+6% +$61.4K 0.01% 978
2025
Q4 		$949K Buy
19,278
+593
+3% +$27.3K 0.01% 877
2025
Q3 		$854K Buy
18,685
+1,141
+7% +$51.4K 0.01% 878
2025
Q2 		$754K Buy
17,544
+4,424
+34% +$173K 0.01% 887
2025
Q1 		$540K Buy
13,120
+1,677
+15% +$74.7K 0.01% 895
2024
Q4 		$496K Sell
11,443
-313
-3% -$14K ﹤0.01% 871
2024
Q3 		$503K Sell
11,756
-399
-3% -$16.9K ﹤0.01% 861
2024
Q2 		$472K Buy
12,155
+2,302
+23% +$87K 0.01% 849
2024
Q1 		$384K Buy
9,853
+1,031
+12% +$37.7K ﹤0.01% 897
2023
Q4 		$326K Sell
8,822
-1,122
-11% -$35.2K ﹤0.01% 918
2023
Q3 		$284K Sell
9,944
-9,600
-49% -$295K ﹤0.01% 886
2023
Q2 		$593K Sell
19,544
-90
-0.5% -$2.79K 0.01% 651
2023
Q1 		$670K Buy
19,634
+5,323
+37% +$232K 0.01% 569
2022
Q4 		$616K Buy
14,311
+1,029
+8% +$45.1K 0.01% 565
2022
Q3 		$578K Buy
13,282
+366
+3% +$17.6K 0.01% 529
2022
Q2 		$613K Sell
12,916
-142
-1% -$7K 0.01% 514
2022
Q1 		$740K Sell
13,058
-484
-4% -$29.9K 0.01% 483
2021
Q4 		$793K Buy
13,542
+21
+0.2% +$1.28K 0.01% 457
2021
Q3 		$793K Sell
13,521
-60
-0.4% -$3.35K 0.01% 437
2021
Q2 		$754K Buy
13,581
+2,840
+26% +$167K 0.01% 437
2021
Q1 		$626K Sell
10,741
-147
-1% -$8.06K 0.01% 454
2020
Q4 		$522K Sell
10,888
-134
-1% -$6.07K 0.01% 453
2020
Q3 		$419K Sell
11,022
-17,024
-61% -$641K 0.01% 466
2020
Q2 		$1.05M Buy
28,046
+2,624
+10% +$94.5K 0.03% 294
2020
Q1 		$784K Sell
25,422
-2,151
-8% -$102K 0.03% 303
2019
Q4 		$1.55M Buy
+27,573
New +$1.49M 0.05% 233

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Equitable Holdings's TFC Position: Q2 2026 in Review

Equitable Holdings increased its Truist Financial (TFC) stake by 3.8% in Q2 2026, buying an estimated $38.5K and bringing the position to 21,303 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #982.

Equitable Holdings first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.55M in Q4 2019. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Equitable Holdings held 21,303 shares of Truist Financial worth $1.06M as of Q2 2026.
  • Equitable Holdings bought 782 Truist Financial shares in Q2 2026, an estimated $38.5K.
  • Truist Financial made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #982 holding.
  • Equitable Holdings first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's Truist Financial position peaked at $1.55M in Q4 2019.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.