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Gallagher Fiduciary Advisors’s Truist Financial TFC Stock Holding History

Gallagher Fiduciary 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 		$403K Buy
8,090
+544
+7% +$26.8K 0.01% 244
2026
Q1 		$347K Sell
7,546
-1,514
-17% -$74.8K 0.01% 247
2025
Q4 		$446K Sell
9,060
-221
-2% -$10.2K 0.01% 208
2025
Q3 		$424K Sell
9,281
-8,193
-47% -$369K 0.02% 195
2025
Q2 		$751K Sell
17,474
-510
-3% -$20K 0.03% 117
2025
Q1 		$740K Buy
17,984
+460
+3% +$20.5K 0.02% 119
2024
Q4 		$760K Buy
17,524
+1,405
+9% +$62.7K 0.15% 95
2024
Q3 		$689K Sell
16,119
-2,316
-13% -$97.8K 0.14% 83
2024
Q2 		$716K Sell
18,435
-570
-3% -$21.5K 0.16% 73
2024
Q1 		$741K Sell
19,005
-974
-5% -$35.6K 0.03% 80
2023
Q4 		$738K Sell
19,979
-1,684
-8% -$52.9K 0.03% 75
2023
Q3 		$620K Buy
21,663
+1,556
+8% +$47.8K 0.05% 81
2023
Q2 		$610K Buy
20,107
+3,274
+19% +$102K 0.05% 109
2023
Q1 		$574K Buy
+16,833
New +$735K 0.05% 110

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Gallagher Fiduciary Advisors's TFC Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Truist Financial (TFC) stake by 7.2% in Q2 2026, buying an estimated $26.8K and bringing the position to 8,090 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #244.

Gallagher Fiduciary Advisors first reported a position in TFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $760K in Q4 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Gallagher Fiduciary Advisors held 8,090 shares of Truist Financial worth $403K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 544 Truist Financial shares in Q2 2026, an estimated $26.8K.
  • Truist Financial made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #244 holding.
  • Gallagher Fiduciary Advisors first reported a position in Truist Financial in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's Truist Financial position peaked at $760K in Q4 2024.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.