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Foundations Investment Advisors’s Truist Financial TFC Stock Holding History

Foundations Investment Advisors’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 		$1.45M Sell
29,091
-2,247
-7% -$111K 0.01% 484
2026
Q1 		$1.44M Sell
31,338
-382
-1% -$18.9K 0.02% 438
2025
Q4 		$1.56M Sell
31,720
-1,525
-5% -$70.2K 0.02% 403
2025
Q3 		$1.52M Sell
33,245
-6,954
-17% -$314K 0.02% 369
2025
Q2 		$1.73M Sell
40,199
-1,062
-3% -$41.6K 0.03% 329
2025
Q1 		$1.7M Sell
41,261
-120
-0.3% -$5.35K 0.03% 316
2024
Q4 		$1.8M Buy
41,381
+9,483
+30% +$423K 0.03% 303
2024
Q3 		$1.36M Buy
31,898
+1,352
+4% +$57.1K 0.03% 319
2024
Q2 		$1.19M Sell
30,546
-280
-0.9% -$10.6K 0.03% 309
2024
Q1 		$1.2M Sell
30,826
-114
-0.4% -$4.17K 0.03% 294
2023
Q4 		$1.13M Buy
30,940
+3,288
+12% +$103K 0.03% 292
2023
Q3 		$791K Sell
27,652
-3,099
-10% -$95.3K 0.02% 309
2023
Q2 		$933K Buy
30,751
+4,336
+16% +$135K 0.03% 272
2023
Q1 		$901K Buy
26,415
+6,520
+33% +$285K 0.03% 253
2022
Q4 		$856K Buy
19,895
+12,600
+173% +$553K 0.03% 216
2022
Q3 		$318K Buy
7,295
+2,486
+52% +$120K 0.01% 318
2022
Q2 		$229K Buy
+4,809
New +$237K 0.01% 348

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's TFC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Truist Financial (TFC) stake by 7.2% in Q2 2026, selling an estimated $111K and leaving 29,091 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #484.

Foundations Investment Advisors first reported a position in TFC in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.8M in Q4 2024. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Foundations Investment Advisors held 29,091 shares of Truist Financial worth $1.45M as of Q2 2026.
  • Foundations Investment Advisors sold 2,247 Truist Financial shares in Q2 2026, an estimated $111K.
  • Truist Financial made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #484 holding.
  • Foundations Investment Advisors first reported a position in Truist Financial in Q2 2022 and has held it in 17 quarters since.
  • Foundations Investment Advisors's Truist Financial position peaked at $1.8M in Q4 2024.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.