Frank Rimerman Advisors’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.19M Buy
43,867
+130
+0.3% +$6.39K 0.12% 137
2026
Q1
$2.01M Buy
43,737
+5,447
+14% +$269K 0.13% 124
2025
Q4
$1.88M Buy
38,290
+174
+0.5% +$8.01K 0.12% 136
2025
Q3
$1.74M Sell
38,116
-1,381
-3% -$62.3K 0.11% 138
2025
Q2
$1.7M Buy
39,497
+9,022
+30% +$353K 0.11% 139
2025
Q1
$1.25M Buy
30,475
+1,027
+3% +$45.8K 0.1% 168
2024
Q4
$1.28M Buy
29,448
+1,094
+4% +$48.8K 0.09% 162
2024
Q3
$1.21M Buy
28,354
+60
+0.2% +$2.53K 0.09% 185
2024
Q2
$1.1M Buy
28,294
+28,241
+53,285% +$1.07M 0.08% 200
2024
Q1
$2.07K Hold
53
﹤0.01% 280
2023
Q4
$1.96K Buy
+53
New +$1.66K ﹤0.01% 267

Other funds holding TFC

Frank Rimerman Advisors's TFC Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Truist Financial (TFC) stake by 0.3% in Q2 2026, buying an estimated $6.39K and bringing the position to 43,867 shares worth $2.19M. The position accounts for 0.12% of the portfolio, ranked #137.

Frank Rimerman Advisors first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Frank Rimerman Advisors held 43,867 shares of Truist Financial worth $2.19M as of Q2 2026.
  • Frank Rimerman Advisors bought 130 Truist Financial shares in Q2 2026, an estimated $6.39K.
  • Truist Financial made up 0.12% of Frank Rimerman Advisors's portfolio in Q2 2026, its #137 holding.
  • Frank Rimerman Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.