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Financial Management Professionals’s Truist Financial TFC Stock Holding History

Financial Management Professionals’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 		$4.38K Buy
88
+12
+16% +$590 ﹤0.01% 706
2026
Q1 		$3.49K Buy
76
+45
+145% +$2.22K ﹤0.01% 655
2025
Q4 		$1.53K Buy
+31
New +$1.43K ﹤0.01% 753
2025
Q3 		– Sell
-10
Closed -$430 – 1059
2025
Q2 		$430 Sell
10
-11,007
-100% -$431K ﹤0.01% 924
2025
Q1 		$453K Buy
11,017
+324
+3% +$14.4K 0.06% 96
2024
Q4 		$464K Buy
10,693
+1,211
+13% +$54K 0.06% 96
2024
Q3 		$406K Buy
9,482
+144
+2% +$6.08K 0.05% 104
2024
Q2 		$363K Buy
9,338
+800
+9% +$30.2K 0.05% 106
2024
Q1 		$333K Buy
8,538
+979
+13% +$35.8K 0.05% 108
2023
Q4 		$279K Buy
7,559
+2,059
+37% +$64.6K 0.05% 105
2023
Q3 		$157K Sell
5,500
-37
-0.7% -$1.14K 0.03% 138
2023
Q2 		$168K Buy
5,537
+419
+8% +$13K 0.03% 136
2023
Q1 		$175K Buy
5,118
+4,593
+875% +$200K 0.03% 141
2022
Q4 		$23K Sell
525
-147
-22% -$6.45K ﹤0.01% 351
2022
Q3 		$29K Buy
672
+60
+10% +$2.89K 0.01% 280
2022
Q2 		$29K Buy
612
+87
+17% +$4.29K 0.01% 303
2022
Q1 		$30K Sell
525
-64
-11% -$3.95K 0.01% 288
2021
Q4 		$34K Sell
589
-150
-20% -$9.16K 0.01% 272
2021
Q3 		$43K Buy
739
+300
+68% +$16.8K 0.01% 257
2021
Q2 		$24K Sell
439
-19
-4% -$1.12K 0.01% 274
2021
Q1 		$27K Buy
458
+31
+7% +$1.7K 0.01% 254
2020
Q4 		$20K Sell
427
-36
-8% -$1.63K 0.01% 272
2020
Q3 		$18K Hold
463
– – 0.01% 270
2020
Q2 		$17K Buy
463
+375
+426% +$13.5K 0.01% 272
2020
Q1 		$3K Hold
88
– – ﹤0.01% 237
2019
Q4 		$5K Buy
+88
New +$4.76K ﹤0.01% 233
2018
Q3 		– Sell
-59
Closed -$3K – 311
2018
Q2 		$3K Hold
59
– – ﹤0.01% 229
2018
Q1 		$3K Buy
+59
New +$3.18K ﹤0.01% 239
2016
Q3 		– Sell
-223
Closed -$7K – 411
2016
Q2 		$7K Buy
+223
New +$7.79K ﹤0.01% 265

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 Management Professionals's TFC Position: Q2 2026 in Review

Financial Management Professionals increased its Truist Financial (TFC) stake by 16% in Q2 2026, buying an estimated $590 and bringing the position to 88 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Financial Management Professionals first reported a position in TFC in Q2 2016 and has held it in 29 quarters since. The position peaked at $464K in Q4 2024. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Financial Management Professionals held 88 shares of Truist Financial worth $4.38K as of Q2 2026.
  • Financial Management Professionals bought 12 Truist Financial shares in Q2 2026, an estimated $590.
  • Truist Financial made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #706 holding.
  • Financial Management Professionals first reported a position in Truist Financial in Q2 2016 and has held it in 29 quarters since.
  • Financial Management Professionals's Truist Financial position peaked at $464K in Q4 2024.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.