Farther Finance Advisors’s Truist Financial TFC Stock Holding History

Farther Finance 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	$2.9M	Buy	58,090 +7,191	+14%	+$354K	0.02%	587
2026 Q1	$2.38M	Buy	50,899 +11,358	+29%	+$561K	0.02%	569
2025 Q4	$1.95M	Buy	39,541 +16,247	+70%	+$748K	0.02%	591
2025 Q3	$1.06M	Buy	23,294 +1,820	+8%	+$82.1K	0.02%	695
2025 Q2	$923K	Buy	21,474 +1,010	+5%	+$39.5K	0.02%	624
2025 Q1	$839K	Buy	20,464 +6,088	+42%	+$271K	0.02%	577
2024 Q4	$624K	Sell	14,376 -2,167	-13%	-$96.7K	0.02%	519
2024 Q3	$707K	Buy	16,543 +7,055	+74%	+$298K	0.03%	466
2024 Q2	$372K	Buy	9,488 +5,912	+165%	+$223K	0.02%	589
2024 Q1	$137K	Buy	3,576 +173	+5%	+$6.33K	0.01%	834
2023 Q4	$126K	Buy	3,403 +886	+35%	+$27.8K	0.01%	721
2023 Q3	$72K	Buy	2,517 +576	+30%	+$17.7K	0.01%	669
2023 Q2	$58.9K	Buy	1,941 +423	+28%	+$13.1K	0.01%	617
2023 Q1	$51.8K	Buy	1,518 +199	+15%	+$8.69K	0.02%	592
2022 Q4	$56.8K	Buy	+1,319	New	+$57.9K	0.02%	461

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Farther Finance Advisors's TFC Position: Q2 2026 in Review

Farther Finance Advisors increased its Truist Financial (TFC) stake by 14% in Q2 2026, buying an estimated $354K and bringing the position to 58,090 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #587.

Farther Finance Advisors first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Farther Finance Advisors held 58,090 shares of Truist Financial worth $2.9M as of Q2 2026.
Farther Finance Advisors bought 7,191 Truist Financial shares in Q2 2026, an estimated $354K.
Truist Financial made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #587 holding.
Farther Finance Advisors first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.