Focus Financial Network’s Truist Financial TFC Stock Holding History

Focus Financial Network’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	$499K	Buy	+10,026	New	+$493K	0.02%	482
2026 Q1	–	Sell	-4,436	Closed	-$218K	–	770
2025 Q4	$218K	Sell	4,436 -729	-14%	-$33.6K	0.01%	682
2025 Q3	$236K	Sell	5,165 -614	-11%	-$27.7K	0.01%	662
2025 Q2	$248K	Buy	+5,779	New	+$226K	0.01%	627
2024 Q1	–	Sell	-10,417	Closed	-$385K	–	749
2023 Q4	$385K	Buy	+10,417	New	+$327K	0.01%	513
2020 Q4	–	Sell	-17,570	Closed	-$669K	–	480
2020 Q3	$669K	Sell	17,570 -100	-0.6%	-$3.77K	0.06%	229
2020 Q2	$664K	Sell	17,670 -152	-0.9%	-$5.47K	0.07%	204
2020 Q1	$550K	Sell	17,822 -20,475	-53%	-$968K	0.07%	208
2019 Q4	$2.16M	Buy	+38,297	New	+$2.07M	0.26%	83

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

Focus Financial Network's TFC Position: Q2 2026 in Review

Focus Financial Network opened a new position in Truist Financial (TFC) in Q2 2026: 10,026 shares worth $499K. The stake represents 0.02% of the portfolio and ranks #482 among its holdings. This is a return to the name: Focus Financial Network previously reported a position in TFC as recently as Q4 2025.

Focus Financial Network first reported a position in TFC in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.16M in Q4 2019. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Focus Financial Network held 10,026 shares of Truist Financial worth $499K as of Q2 2026.
Truist Financial was a new Focus Financial Network position in Q2 2026.
Truist Financial made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #482 holding.
Focus Financial Network first reported a position in Truist Financial in Q4 2019 and has held it in 9 quarters since.
Focus Financial Network's Truist Financial position peaked at $2.16M in Q4 2019.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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