Financial Security Advisor’s Truist Financial TFC Stock Holding History

Financial Security Advisor’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	$1.14M	Buy	22,822 +84	+0.4%	+$4.13K	0.18%	56
2026 Q1	$1.05M	Buy	22,738 +82	+0.4%	+$4.05K	0.19%	56
2025 Q4	$1.11M	Sell	22,656 -329	-1%	-$15.2K	0.22%	50
2025 Q3	$1.05M	Buy	22,985 +8	+0%	+$361	0.22%	47
2025 Q2	$988K	Buy	22,977 +97	+0.4%	+$3.79K	0.23%	45
2025 Q1	$942K	Sell	22,880 -240	-1%	-$10.7K	0.24%	45
2024 Q4	$1M	Sell	23,120 -10	-0%	-$446	0.25%	45
2024 Q3	$989K	Buy	23,130 +591	+3%	+$25K	0.25%	44
2024 Q2	$876K	Sell	22,539 -12,744	-36%	-$481K	0.29%	43
2024 Q1	$1.38M	Buy	35,283 +99	+0.3%	+$3.62K	0.48%	31
2023 Q4	$1.3M	Sell	35,184 -185	-0.5%	-$5.81K	0.51%	31
2023 Q3	$1.01M	Buy	+35,369	New	+$1.09M	0.47%	30

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Financial Security Advisor's TFC Position: Q2 2026 in Review

Financial Security Advisor increased its Truist Financial (TFC) stake by 0.37% in Q2 2026, buying an estimated $4.13K and bringing the position to 22,822 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #56.

Financial Security Advisor first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q1 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Financial Security Advisor held 22,822 shares of Truist Financial worth $1.14M as of Q2 2026.
Financial Security Advisor bought 84 Truist Financial shares in Q2 2026, an estimated $4.13K.
Truist Financial made up 0.18% of Financial Security Advisor's portfolio in Q2 2026, its #56 holding.
Financial Security Advisor first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
Financial Security Advisor's Truist Financial position peaked at $1.38M in Q1 2024.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.