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Founders Financial Alliance’s Truist Financial TFC Stock Holding History

Founders Financial Alliance’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 		$1.25M Buy
25,100
+156
+0.6% +$7.67K 0.17% 125
2026
Q1 		$1.15M Sell
24,944
-756
-3% -$37.4K 0.21% 111
2025
Q4 		$1.26M Sell
25,700
-95
-0.4% -$4.38K 0.24% 102
2025
Q3 		$1.18M Sell
25,795
-1,165
-4% -$52.5K 0.22% 100
2025
Q2 		$1.16M Sell
26,960
-91
-0.3% -$3.56K 0.26% 93
2025
Q1 		$1.11M Sell
27,051
-100
-0.4% -$4.46K 0.27% 85
2024
Q4 		$1.18M Sell
27,151
-110
-0.4% -$4.91K 0.32% 70
2024
Q3 		$1.17M Sell
27,261
-606
-2% -$25.6K 0.32% 73
2024
Q2 		$1.08M Sell
27,867
-29
-0.1% -$1.09K 0.32% 74
2024
Q1 		$1.09M Sell
27,896
-1,197
-4% -$43.8K 0.33% 74
2023
Q4 		$1.07M Buy
29,093
+1,101
+4% +$34.6K 0.42% 53
2023
Q3 		$801K Buy
27,992
+277
+1% +$8.52K 0.35% 70
2023
Q2 		$841K Buy
27,715
+4,825
+21% +$150K 0.33% 69
2023
Q1 		$778K Sell
22,890
-6,992
-23% -$305K 0.39% 66
2022
Q4 		$1.29M Buy
29,882
+128
+0.4% +$5.62K 0.59% 44
2022
Q3 		$1.29M Buy
29,754
+4,115
+16% +$198K 0.66% 35
2022
Q2 		$1.22M Sell
25,639
-3,366
-12% -$166K 0.62% 39
2022
Q1 		$1.65M Sell
29,005
-1,115
-4% -$68.9K 0.73% 31
2021
Q4 		$1.76M Sell
30,120
-656
-2% -$40.1K 0.71% 29
2021
Q3 		$1.8M Sell
30,776
-53
-0.2% -$2.96K 0.84% 24
2021
Q2 		$1.71M Buy
30,829
+549
+2% +$32.3K 0.78% 26
2021
Q1 		$1.82M Buy
30,280
+2,089
+7% +$114K 0.9% 21
2020
Q4 		$1.35M Buy
28,191
+1,228
+5% +$55.6K 0.76% 30
2020
Q3 		$1.06M Buy
+26,963
New +$1.02M 0.63% 33

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

Founders Financial Alliance's TFC Position: Q2 2026 in Review

Founders Financial Alliance increased its Truist Financial (TFC) stake by 0.63% in Q2 2026, buying an estimated $7.67K and bringing the position to 25,100 shares worth $1.25M. The position accounts for 0.17% of the portfolio, ranked #125.

Founders Financial Alliance first reported a position in TFC in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.82M in Q1 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Founders Financial Alliance held 25,100 shares of Truist Financial worth $1.25M as of Q2 2026.
  • Founders Financial Alliance bought 156 Truist Financial shares in Q2 2026, an estimated $7.67K.
  • Truist Financial made up 0.17% of Founders Financial Alliance's portfolio in Q2 2026, its #125 holding.
  • Founders Financial Alliance first reported a position in Truist Financial in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Truist Financial position peaked at $1.82M in Q1 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.