FL
TFC icon

Fourthstone LLC’s Truist Financial TFC Stock Holding History

Fourthstone LLC’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 		– Sell
-153,100
Closed -$7.04M – 62
2026
Q1 		$7.04M Buy
+153,100
New +$7.57M 1.19% 32
2025
Q3 		– Sell
-25,100
Closed -$1.08M – 99
2025
Q2 		$1.08M Buy
25,100
+1,100
+5% +$43K 0.21% 69
2025
Q1 		$988K Buy
24,000
+12,000
+100% +$535K 0.24% 59
2024
Q4 		$521K Buy
+12,000
New +$536K 0.1% 57
2024
Q1 		– Sell
-27,130
Closed -$1M – 56
2023
Q4 		$1M Sell
27,130
-16,370
-38% -$514K 0.2% 57
2023
Q3 		$1.24M Sell
43,500
-323,651
-88% -$9.95M 0.28% 62
2023
Q2 		$11.1M Buy
367,151
+276,100
+303% +$8.57M 2.96% 12
2023
Q1 		$3.1M Buy
91,051
+70,951
+353% +$3.1M 1.09% 28
2022
Q4 		$865K Sell
20,100
-4,000
-17% -$175K 0.23% 40
2022
Q3 		$1.05M Buy
+24,100
New +$1.16M 0.34% 39
2020
Q2 		– Sell
-15,000
Closed -$463K – 61
2020
Q1 		$463K Buy
+15,000
New +$709K 0.42% 41

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

Fourthstone LLC's TFC Position: Q2 2026 in Review

Fourthstone LLC sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 153,100 shares — an estimated $7.04M sold.

Fourthstone LLC first reported a position in TFC in Q1 2020 and held it in 11 quarters. The position peaked at $11.1M in Q2 2023. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Fourthstone LLC reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Fourthstone LLC sold 153,100 Truist Financial shares in Q2 2026, an estimated $7.04M.
  • Fourthstone LLC first reported a position in Truist Financial in Q1 2020 and held it in 11 quarters.
  • Fourthstone LLC's Truist Financial position peaked at $11.1M in Q2 2023.
  • 1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Fourthstone LLC's 13F filing for Q2 2026, filed 14 Aug 2026.