FFC
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Frederick Financial Consultants’s Truist Financial TFC Stock Holding History

Frederick Financial Consultants’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 		$284K Sell
5,704
-338
-6% -$16.6K 0.12% 91
2026
Q1 		$278K Buy
6,042
+78
+1% +$3.85K 0.14% 84
2025
Q4 		$293K Sell
5,964
-126
-2% -$5.8K 0.16% 79
2025
Q3 		$278K Buy
6,090
+55
+0.9% +$2.48K 0.16% 80
2025
Q2 		$259K Buy
6,035
+31
+0.5% +$1.21K 0.16% 82
2025
Q1 		$247K Buy
6,004
+53
+0.9% +$2.36K 0.18% 80
2024
Q4 		$258K Buy
+5,951
New +$266K 0.21% 68

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

Frederick Financial Consultants's TFC Position: Q2 2026 in Review

Frederick Financial Consultants reduced its Truist Financial (TFC) stake by 5.6% in Q2 2026, selling an estimated $16.6K and leaving 5,704 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #91.

Frederick Financial Consultants first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $293K in Q4 2025. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Frederick Financial Consultants held 5,704 shares of Truist Financial worth $284K as of Q2 2026.
  • Frederick Financial Consultants sold 338 Truist Financial shares in Q2 2026, an estimated $16.6K.
  • Truist Financial made up 0.12% of Frederick Financial Consultants's portfolio in Q2 2026, its #91 holding.
  • Frederick Financial Consultants first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • Frederick Financial Consultants's Truist Financial position peaked at $293K in Q4 2025.
  • 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.