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Fourpath Capital Management’s Truist Financial TFC Stock Holding History

Fourpath Capital Management’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 		$484K Sell
9,725
-9,564
-50% -$470K 0.06% 168
2026
Q1 		$887K Sell
19,289
-72
-0.4% -$3.56K 0.13% 111
2025
Q4 		$953K Sell
19,361
-230
-1% -$10.6K 0.13% 106
2025
Q3 		$896K Buy
19,591
+3,876
+25% +$175K 0.13% 109
2025
Q2 		$676K Sell
15,715
-527
-3% -$20.6K 0.11% 118
2025
Q1 		$668K Sell
16,242
-19
-0.1% -$846 0.12% 111
2024
Q4 		$705K Sell
16,261
-478
-3% -$21.3K 0.13% 108
2024
Q3 		$716K Buy
16,739
+642
+4% +$27.1K 0.13% 111
2024
Q2 		$625K Sell
16,097
-615
-4% -$23.2K 0.46% 53
2024
Q1 		$651K Sell
16,712
-337
-2% -$12.3K 0.45% 53
2023
Q4 		$629K Sell
17,049
-872
-5% -$27.4K 0.43% 49
2023
Q3 		$513K Sell
17,921
-26
-0.1% -$800 0.38% 62
2023
Q2 		$545K Sell
17,947
-236
-1% -$7.33K 0.66% 47
2023
Q1 		$620K Buy
18,183
+3,789
+26% +$165K 0.43% 58
2022
Q4 		$619K Hold
14,394
– – 0.45% 58
2022
Q3 		$627K Hold
14,394
– – 0.43% 55
2022
Q2 		$683K Buy
14,394
+5,856
+69% +$289K 0.42% 55
2022
Q1 		$484K Hold
8,538
– – 0.19% 88
2021
Q4 		$500K Buy
+8,538
New +$522K 0.19% 90

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

Fourpath Capital Management's TFC Position: Q2 2026 in Review

Fourpath Capital Management reduced its Truist Financial (TFC) stake by 50% in Q2 2026, selling an estimated $470K and leaving 9,725 shares worth $484K. The position accounts for 0.06% of the portfolio, ranked #168.

Fourpath Capital Management first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $953K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Fourpath Capital Management held 9,725 shares of Truist Financial worth $484K as of Q2 2026.
  • Fourpath Capital Management sold 9,564 Truist Financial shares in Q2 2026, an estimated $470K.
  • Truist Financial made up 0.06% of Fourpath Capital Management's portfolio in Q2 2026, its #168 holding.
  • Fourpath Capital Management first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • Fourpath Capital Management's Truist Financial position peaked at $953K in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Fourpath Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.