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Fortress Private Ledger’s Truist Financial TFC Stock Holding History

Fortress Private Ledger’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 		$258K Buy
5,187
+18
+0.3% +$885 0.07% 237
2026
Q1 		$238K Buy
5,169
+83
+2% +$4.1K 0.07% 219
2025
Q4 		$250K Buy
5,086
+17
+0.3% +$783 0.08% 183
2025
Q3 		$232K Sell
5,069
-864
-15% -$39K 0.08% 182
2025
Q2 		$255K Sell
5,933
-3,047
-34% -$119K 0.12% 157
2025
Q1 		$370K Sell
8,980
-33
-0.4% -$1.47K 0.21% 101
2024
Q4 		$391K Buy
+9,013
New +$402K 0.24% 87

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

Fortress Private Ledger's TFC Position: Q2 2026 in Review

Fortress Private Ledger increased its Truist Financial (TFC) stake by 0.35% in Q2 2026, buying an estimated $885 and bringing the position to 5,187 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #237.

Fortress Private Ledger first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $391K in Q4 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Fortress Private Ledger held 5,187 shares of Truist Financial worth $258K as of Q2 2026.
  • Fortress Private Ledger bought 18 Truist Financial shares in Q2 2026, an estimated $885.
  • Truist Financial made up 0.07% of Fortress Private Ledger's portfolio in Q2 2026, its #237 holding.
  • Fortress Private Ledger first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • Fortress Private Ledger's Truist Financial position peaked at $391K in Q4 2024.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.