EFS
TFC icon

Essex Financial Services’s Truist Financial TFC Stock Holding History

Essex Financial Services’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 		$867K Sell
17,395
-287
-2% -$14.1K 0.04% 355
2026
Q1 		$813K Buy
17,682
+187
+1% +$9.24K 0.05% 335
2025
Q4 		$861K Sell
17,495
-177
-1% -$8.15K 0.05% 318
2025
Q3 		$808K Buy
17,672
+423
+2% +$19.1K 0.05% 320
2025
Q2 		$742K Buy
17,249
+983
+6% +$38.5K 0.05% 328
2025
Q1 		$669K Buy
16,266
+109
+0.7% +$4.86K 0.05% 317
2024
Q4 		$701K Buy
16,157
+14
+0.1% +$625 0.05% 307
2024
Q3 		$700K Buy
16,143
+197
+1% +$8.32K 0.05% 311
2024
Q2 		$670K Buy
15,946
+1,120
+8% +$42.3K 0.05% 311
2024
Q1 		$578K Sell
14,826
-691
-4% -$25.3K 0.05% 297
2023
Q4 		$573K Buy
15,517
+1,285
+9% +$40.3K 0.06% 278
2023
Q3 		$407K Buy
14,232
+382
+3% +$11.7K 0.05% 318
2023
Q2 		$420K Buy
13,850
+149
+1% +$4.63K 0.05% 310
2023
Q1 		$467K Buy
13,701
+1,454
+12% +$63.5K 0.05% 301
2022
Q4 		$526K Buy
12,247
+18
+0.1% +$790 0.06% 264
2022
Q3 		$532K Buy
12,229
+2,529
+26% +$122K 0.06% 244
2022
Q2 		$460K Sell
9,700
-746
-7% -$36.8K 0.05% 285
2022
Q1 		$592K Buy
10,446
+1,033
+11% +$63.8K 0.06% 264
2021
Q4 		$551K Buy
+9,413
New +$575K 0.05% 267

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

Essex Financial Services's TFC Position: Q2 2026 in Review

Essex Financial Services reduced its Truist Financial (TFC) stake by 1.6% in Q2 2026, selling an estimated $14.1K and leaving 17,395 shares worth $867K. The position accounts for 0.04% of the portfolio, ranked #355.

Essex Financial Services first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Essex Financial Services held 17,395 shares of Truist Financial worth $867K as of Q2 2026.
  • Essex Financial Services sold 287 Truist Financial shares in Q2 2026, an estimated $14.1K.
  • Truist Financial made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #355 holding.
  • Essex Financial Services first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.