FFO
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Fortitude Family Office’s Truist Financial TFC Stock Holding History

Fortitude Family Office’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 		$63.4K Buy
1,272
+799
+169% +$39.3K 0.01% 247
2026
Q1 		$21.7K Buy
473
+182
+63% +$8.99K ﹤0.01% 413
2025
Q4 		$14.3K Sell
291
-3
-1% -$138 ﹤0.01% 471
2025
Q3 		$13.4K Hold
294
– – ﹤0.01% 485
2025
Q2 		$12.6K Buy
294
+114
+63% +$4.46K ﹤0.01% 485
2025
Q1 		$7.41K Sell
180
-590
-77% -$26.3K ﹤0.01% 622
2024
Q4 		$33.4K Sell
770
-88
-10% -$3.93K 0.01% 344
2024
Q3 		$36.7K Buy
858
+678
+377% +$28.6K 0.01% 296
2024
Q2 		$6.99K Buy
180
+47
+35% +$1.77K ﹤0.01% 492
2024
Q1 		$5.18K Hold
133
– – ﹤0.01% 588
2023
Q4 		$4.91K Buy
+133
New +$4.18K ﹤0.01% 649

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

Fortitude Family Office's TFC Position: Q2 2026 in Review

Fortitude Family Office increased its Truist Financial (TFC) stake by 169% in Q2 2026, buying an estimated $39.3K and bringing the position to 1,272 shares worth $63.4K. The position accounts for 0.01% of the portfolio, ranked #247.

Fortitude Family Office first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Fortitude Family Office held 1,272 shares of Truist Financial worth $63.4K as of Q2 2026.
  • Fortitude Family Office bought 799 Truist Financial shares in Q2 2026, an estimated $39.3K.
  • Truist Financial made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #247 holding.
  • Fortitude Family Office first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.