Franklin Street Advisors’s Truist Financial TFC Stock Holding History

Franklin Street 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	$1.86M	Buy	37,253 +20,991	+129%	+$1.03M	0.1%	69
2026 Q1	$748K	Buy	16,262 +156	+1%	+$7.71K	0.05%	94
2025 Q4	$793K	Buy	16,106 +5,131	+47%	+$236K	0.05%	89
2025 Q3	$502K	Hold	10,975	–	–	0.03%	107
2025 Q2	$472K	Buy	10,975 +18	+0.2%	+$704	0.03%	114
2025 Q1	$451K	Hold	10,957	–	–	0.03%	113
2024 Q4	$475K	Buy	10,957 +1,200	+12%	+$53.6K	0.03%	110
2024 Q3	$417K	Sell	9,757 -6,732	-41%	-$284K	0.03%	118
2024 Q2	$641K	Buy	16,489 +518	+3%	+$19.6K	0.05%	98
2024 Q1	$623K	Sell	15,971 -1,000	-6%	-$36.6K	0.05%	94
2023 Q4	$627K	Buy	16,971 +1,000	+6%	+$31.4K	0.05%	91
2023 Q3	$457K	Sell	15,971 -2,165	-12%	-$66.6K	0.04%	99
2023 Q2	$550K	Sell	18,136 -1,833	-9%	-$56.9K	0.05%	98
2023 Q1	$681K	Buy	19,969 +861	+5%	+$37.6K	0.06%	88
2022 Q4	$822K	Sell	19,108 -2,300	-11%	-$101K	0.08%	82
2022 Q3	$932K	Buy	21,408 +2,301	+12%	+$111K	0.09%	80
2022 Q2	$906K	Sell	19,107 -155	-0.8%	-$7.64K	0.09%	82
2022 Q1	$1.09M	Sell	19,262 -109	-0.6%	-$6.73K	0.09%	81
2021 Q4	$1.13M	Buy	19,371 +794	+4%	+$48.5K	0.09%	79
2021 Q3	$1.09M	Buy	18,577 +10,907	+142%	+$609K	0.09%	76
2021 Q2	$426K	Buy	7,670 +334	+5%	+$19.6K	0.04%	116
2021 Q1	$428K	Sell	7,336 -938	-11%	-$51.4K	0.04%	113
2020 Q4	$397K	Buy	8,274 +200	+2%	+$9.05K	0.04%	112
2020 Q3	$307K	Sell	8,074 -1,103	-12%	-$41.6K	0.03%	113
2020 Q2	$345K	Sell	9,177 -600	-6%	-$21.6K	0.04%	112
2020 Q1	$302K	Sell	9,777 -11,499	-54%	-$544K	0.04%	107
2019 Q4	$1.2M	Buy	21,276 +391	+2%	+$21.2K	0.14%	77
2019 Q3	$1.11M	Sell	20,885 -300	-1%	-$14.9K	0.14%	78
2019 Q2	$1.04M	Sell	21,185 -100	-0.5%	-$4.9K	0.13%	77
2019 Q1	$990K	Sell	21,285 -1,700	-7%	-$82.9K	0.14%	79
2018 Q4	$996K	Sell	22,985 -2,000	-8%	-$96K	0.16%	78
2018 Q3	$1.21M	Buy	24,985 +8,704	+53%	+$447K	0.16%	76
2018 Q2	$821K	Sell	16,281 -11,779	-42%	-$626K	0.12%	83
2018 Q1	$1.46M	Sell	28,060 -3,608	-11%	-$194K	0.22%	69
2017 Q4	$1.57M	Sell	31,668 -403	-1%	-$19.5K	0.24%	74
2017 Q3	$1.5M	Buy	32,071 +30	+0.1%	+$1.38K	0.25%	76
2017 Q2	$1.46M	Sell	32,041 -1,003	-3%	-$43.6K	0.25%	74
2017 Q1	$1.48M	Buy	33,044 +4,813	+17%	+$225K	0.26%	75
2016 Q4	$1.33M	Sell	28,231 -59	-0.2%	-$2.51K	0.23%	88
2016 Q3	$1.07M	Buy	28,290 +500	+2%	+$18.6K	0.19%	97
2016 Q2	$990K	Hold	27,790	–	–	0.19%	105
2016 Q1	$925K	Hold	27,790	–	–	0.18%	110
2015 Q4	$1.05M	Sell	27,790 -13,968	-33%	-$525K	0.21%	111
2015 Q3	$1.49M	Sell	41,758 -70	-0.2%	-$2.7K	0.29%	90
2015 Q2	$1.69M	Sell	41,828 -1,795	-4%	-$71K	0.3%	89
2015 Q1	$1.7M	Buy	43,623 +4,040	+10%	+$152K	0.31%	89
2014 Q4	$1.54M	Buy	39,583 +19,081	+93%	+$718K	0.29%	88
2014 Q3	$763K	Sell	20,502 -794	-4%	-$30K	0.15%	134
2014 Q2	$840K	Buy	21,296 +997	+5%	+$38.2K	0.16%	127
2014 Q1	$815K	Buy	20,299 +92	+0.5%	+$3.52K	0.16%	136
2013 Q4	$754K	Buy	20,207 +99	+0.5%	+$3.42K	0.15%	137
2013 Q3	$679K	Sell	20,108 -556	-3%	-$19.4K	0.15%	144
2013 Q2	$700K	Buy	+20,664	New	+$659K	0.17%	144

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Franklin Street Advisors's TFC Position: Q2 2026 in Review

Franklin Street Advisors increased its Truist Financial (TFC) stake by 129% in Q2 2026, buying an estimated $1.03M and bringing the position to 37,253 shares worth $1.86M. The position accounts for 0.1% of the portfolio, ranked #69.

Franklin Street Advisors first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Franklin Street Advisors held 37,253 shares of Truist Financial worth $1.86M as of Q2 2026.
Franklin Street Advisors bought 20,991 Truist Financial shares in Q2 2026, an estimated $1.03M.
Truist Financial made up 0.1% of Franklin Street Advisors's portfolio in Q2 2026, its #69 holding.
Franklin Street Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.