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First Business Financial Services’s Truist Financial TFC Stock Holding History

First Business Financial Services’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 		$240K Buy
4,818
+441
+10% +$21.7K 0.02% 177
2026
Q1 		$201K Buy
4,377
+85
+2% +$4.2K 0.02% 188
2025
Q4 		$211K Buy
+4,292
New +$198K 0.02% 166

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

First Business Financial Services's TFC Position: Q2 2026 in Review

First Business Financial Services increased its Truist Financial (TFC) stake by 10% in Q2 2026, buying an estimated $21.7K and bringing the position to 4,818 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #177.

First Business Financial Services first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • First Business Financial Services held 4,818 shares of Truist Financial worth $240K as of Q2 2026.
  • First Business Financial Services bought 441 Truist Financial shares in Q2 2026, an estimated $21.7K.
  • Truist Financial made up 0.02% of First Business Financial Services's portfolio in Q2 2026, its #177 holding.
  • First Business Financial Services first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.