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Fidelis Capital Partners’s Truist Financial TFC Stock Holding History

Fidelis Capital Partners’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 		$452K Buy
9,077
+3,708
+69% +$182K 0.03% 360
2026
Q1 		$247K Buy
5,369
+330
+7% +$16.3K 0.02% 444
2025
Q4 		$248K Buy
5,039
+505
+11% +$23.3K 0.02% 430
2025
Q3 		$207K Buy
+4,534
New +$204K 0.02% 466
2025
Q1 		– Sell
-4,479
Closed -$210K – 458
2024
Q4 		$210K Buy
+4,479
New +$200K 0.02% 413

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

Fidelis Capital Partners's TFC Position: Q2 2026 in Review

Fidelis Capital Partners increased its Truist Financial (TFC) stake by 69% in Q2 2026, buying an estimated $182K and bringing the position to 9,077 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #360.

Fidelis Capital Partners first reported a position in TFC in Q4 2024 and has held it in 5 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Fidelis Capital Partners held 9,077 shares of Truist Financial worth $452K as of Q2 2026.
  • Fidelis Capital Partners bought 3,708 Truist Financial shares in Q2 2026, an estimated $182K.
  • Truist Financial made up 0.03% of Fidelis Capital Partners's portfolio in Q2 2026, its #360 holding.
  • Fidelis Capital Partners first reported a position in Truist Financial in Q4 2024 and has held it in 5 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.