FFO
TFC icon

Fiduciary Family Office’s Truist Financial TFC Stock Holding History

Fiduciary Family Office’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 		$433K Sell
8,693
-1,105
-11% -$54.4K 0.11% 126
2026
Q1 		$450K Sell
9,798
-2,166
-18% -$107K 0.13% 112
2025
Q4 		$589K Sell
11,964
-2,638
-18% -$121K 0.17% 99
2025
Q3 		$668K Buy
14,602
+650
+5% +$29.3K 0.19% 106
2025
Q2 		$600K Sell
13,952
-8,838
-39% -$346K 0.2% 107
2025
Q1 		$938K Buy
+22,790
New +$1.02M 0.31% 66
2024
Q4 		– Sell
-39,027
Closed -$1.67M – 229
2024
Q3 		$1.67M Sell
39,027
-851
-2% -$35.9K 0.55% 37
2024
Q2 		$1.55M Buy
39,878
+411
+1% +$15.5K 0.61% 35
2024
Q1 		$1.54M Buy
39,467
+25,041
+174% +$916K 0.6% 44
2023
Q4 		$533K Buy
+14,426
New +$453K 0.23% 110

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

Fiduciary Family Office's TFC Position: Q2 2026 in Review

Fiduciary Family Office reduced its Truist Financial (TFC) stake by 11% in Q2 2026, selling an estimated $54.4K and leaving 8,693 shares worth $433K. The position accounts for 0.11% of the portfolio, ranked #126.

Fiduciary Family Office first reported a position in TFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.67M in Q3 2024. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Fiduciary Family Office held 8,693 shares of Truist Financial worth $433K as of Q2 2026.
  • Fiduciary Family Office sold 1,105 Truist Financial shares in Q2 2026, an estimated $54.4K.
  • Truist Financial made up 0.11% of Fiduciary Family Office's portfolio in Q2 2026, its #126 holding.
  • Fiduciary Family Office first reported a position in Truist Financial in Q4 2023 and has held it in 10 quarters since.
  • Fiduciary Family Office's Truist Financial position peaked at $1.67M in Q3 2024.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.