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BFC Planning, Inc.’s Truist Financial TFC Stock Holding History

BFC Planning, Inc.’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 		$7.12M Buy
142,942
+135,321
+1,776% +$6.66M 0.29% 70
2026
Q1 		$350K Sell
7,621
-463
-6% -$22.9K 0.02% 677
2025
Q4 		$398K Buy
8,084
+60
+0.7% +$2.76K 0.02% 627
2025
Q3 		$367K Buy
8,024
+139
+2% +$6.27K 0.03% 467
2025
Q2 		$339K Sell
7,885
-478
-6% -$18.7K 0.03% 454
2025
Q1 		$344K Sell
8,363
-137
-2% -$6.1K 0.03% 429
2024
Q4 		$369K Buy
+8,500
New +$379K 0.03% 424

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s TFC Position: Q2 2026 in Review

BFC Planning, Inc. increased its Truist Financial (TFC) stake by 1,776% in Q2 2026, buying an estimated $6.66M and bringing the position to 142,942 shares worth $7.12M. The position accounts for 0.29% of the portfolio, ranked #70.

BFC Planning, Inc. first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,712 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • BFC Planning, Inc. held 142,942 shares of Truist Financial worth $7.12M as of Q2 2026.
  • BFC Planning, Inc. bought 135,321 Truist Financial shares in Q2 2026, an estimated $6.66M.
  • Truist Financial made up 0.29% of BFC Planning, Inc.'s portfolio in Q2 2026, its #70 holding.
  • BFC Planning, Inc. first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,712 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.