Financial Perspectives’s Truist Financial TFC Stock Holding History

Financial Perspectives’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	$31.8K	Hold	637	–	–	0.01%	399
2026 Q1	$29.3K	Hold	637	–	–	0.01%	393
2025 Q4	$31.4K	Hold	637	–	–	0.01%	376
2025 Q3	$29.1K	Hold	637	–	–	0.01%	387
2025 Q2	$27.4K	Hold	637	–	–	0.01%	382
2025 Q1	$26.2K	Buy	637 +1	+0.2%	+$45	0.01%	371
2024 Q4	$27.6K	Buy	636 +131	+26%	+$5.85K	0.01%	368
2024 Q3	$21.6K	Hold	505	–	–	0.01%	378
2024 Q2	$19.6K	Hold	505	–	–	0.01%	388
2024 Q1	$19.7K	Hold	505	–	–	0.01%	385
2023 Q4	$18.6K	Hold	505	–	–	0.01%	388
2023 Q3	$14.4K	Hold	505	–	–	0.01%	401
2023 Q2	$15.3K	Hold	505	–	–	0.01%	394
2023 Q1	$17.2K	Hold	505	–	–	0.01%	378
2022 Q4	$21.7K	Hold	505	–	–	0.01%	346
2022 Q3	$22K	Hold	505	–	–	0.01%	331
2022 Q2	$24K	Hold	505	–	–	0.01%	323
2022 Q1	$28.6K	Hold	505	–	–	0.01%	320
2021 Q4	$29.6K	Hold	505	–	–	0.01%	309
2021 Q3	$29.6K	Hold	505	–	–	0.01%	303
2021 Q2	$28K	Sell	505 -28,947	-98%	-$1.7M	0.01%	332
2021 Q1	$505K	Buy	29,452 +28,947	+5,732%	+$1.59M	0.03%	282
2020 Q4	$24.2K	Hold	505	–	–	0.01%	312
2020 Q3	$19.2K	Hold	505	–	–	0.01%	296
2020 Q2	$19K	Hold	505	–	–	0.01%	280
2020 Q1	$15.6K	Hold	505	–	–	0.01%	269
2019 Q4	$28.4K	Buy	+505	New	+$27.3K	0.02%	223

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Financial Perspectives's TFC Position: Q2 2026 in Review

Financial Perspectives held its Truist Financial (TFC) position steady in Q2 2026 at 637 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #399.

Financial Perspectives first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $505K in Q1 2021. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Financial Perspectives held 637 shares of Truist Financial worth $31.8K as of Q2 2026.
Financial Perspectives left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #399 holding.
Financial Perspectives first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Truist Financial position peaked at $505K in Q1 2021.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.