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Global Assets Advisory’s Truist Financial TFC Stock Holding History

Global Assets Advisory’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 		– Sell
-3,088
Closed -$142K – 541
2026
Q1 		$142K Buy
+3,088
New +$153K 0.04% 255
2025
Q2 		– Sell
-7,531
Closed -$286K – 289
2025
Q1 		$286K Buy
+7,531
New +$336K 0.05% 221
2024
Q2 		– Sell
-2,327
Closed -$89.3K – 458
2024
Q1 		$89.3K Buy
+2,327
New +$85.1K 0.05% 208

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

Global Assets Advisory's TFC Position: Q2 2026 in Review

Global Assets Advisory sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 3,088 shares — an estimated $142K sold.

Global Assets Advisory first reported a position in TFC in Q1 2024 and held it in 3 quarters. The position peaked at $286K in Q1 2025. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Global Assets Advisory reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 3,088 Truist Financial shares in Q2 2026, an estimated $142K.
  • Global Assets Advisory first reported a position in Truist Financial in Q1 2024 and held it in 3 quarters.
  • Global Assets Advisory's Truist Financial position peaked at $286K in Q1 2025.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.