FC
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Financial Consulate’s Truist Financial TFC Stock Holding History

Financial Consulate’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 		$262K Buy
5,269
+128
+2% +$6.3K 0.03% 132
2026
Q1 		$236K Buy
5,141
+35
+0.7% +$1.73K 0.03% 132
2025
Q4 		$251K Sell
5,106
-307
-6% -$14.1K 0.03% 137
2025
Q3 		$247K Buy
+5,413
New +$244K 0.03% 142

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

Financial Consulate's TFC Position: Q2 2026 in Review

Financial Consulate increased its Truist Financial (TFC) stake by 2.5% in Q2 2026, buying an estimated $6.3K and bringing the position to 5,269 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #132.

Financial Consulate first reported a position in TFC in Q3 2025 and has held it in 4 quarters since. 1,701 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Financial Consulate held 5,269 shares of Truist Financial worth $262K as of Q2 2026.
  • Financial Consulate bought 128 Truist Financial shares in Q2 2026, an estimated $6.3K.
  • Truist Financial made up 0.03% of Financial Consulate's portfolio in Q2 2026, its #132 holding.
  • Financial Consulate first reported a position in Truist Financial in Q3 2025 and has held it in 4 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.