Guggenheim Capital’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.1M Buy
323,908
+8,808
+3% +$433K 0.1% 188
2026
Q1
$14.5M Buy
315,100
+40,876
+15% +$2.02M 0.11% 195
2025
Q4
$13.5M Sell
274,224
-38,671
-12% -$1.78M 0.1% 217
2025
Q3
$14.3M Buy
312,895
+23,010
+8% +$1.04M 0.1% 201
2025
Q2
$12.5M Buy
289,885
+1,727
+0.6% +$67.6K 0.1% 208
2025
Q1
$11.9M Sell
288,158
-71,352
-20% -$3.18M 0.11% 199
2024
Q4
$15.6M Buy
359,510
+24,548
+7% +$1.1M 0.13% 159
2024
Q3
$14.3M Sell
334,962
-55,640
-14% -$2.35M 0.1% 206
2024
Q2
$15.2M Sell
390,602
-29,124
-7% -$1.1M 0.11% 184
2024
Q1
$16.4M Buy
419,726
+59,023
+16% +$2.16M 0.12% 175
2023
Q4
$13.3M Buy
360,703
+42,772
+13% +$1.34M 0.1% 219
2023
Q3
$9.1M Sell
317,931
-46,648
-13% -$1.43M 0.08% 307
2023
Q2
$11.1M Buy
364,579
+28,635
+9% +$889K 0.09% 258
2023
Q1
$11.5M Sell
335,944
-32,065
-9% -$1.4M 0.1% 245
2022
Q4
$15.8M Buy
368,009
+38,887
+12% +$1.71M 0.14% 163
2022
Q3
$14.3M Buy
329,122
+41,700
+15% +$2.01M 0.13% 179
2022
Q2
$13.6M Sell
287,422
-70,667
-20% -$3.49M 0.11% 229
2022
Q1
$20.3M Sell
358,089
-1,702
-0.5% -$105K 0.12% 182
2021
Q4
$21.1M Buy
359,791
+9,884
+3% +$604K 0.11% 194
2021
Q3
$20.5M Sell
349,907
-33,784
-9% -$1.89M 0.12% 173
2021
Q2
$21.3M Buy
383,691
+55,677
+17% +$3.27M 0.13% 171
2021
Q1
$19.1M Buy
328,014
+82,758
+34% +$4.54M 0.13% 177
2020
Q4
$11.8M Sell
245,256
-58,363
-19% -$2.64M 0.07% 287
2020
Q3
$11.6M Buy
303,619
+10,008
+3% +$377K 0.08% 238
2020
Q2
$11M Sell
293,611
-10,657
-4% -$384K 0.09% 244
2020
Q1
$9.38M Sell
304,268
-13,945
-4% -$659K 0.09% 218
2019
Q4
$17.9M Buy
318,213
+190,615
+149% +$10.3M 0.13% 169
2019
Q3
$6.81M Sell
127,598
-108,888
-46% -$5.4M 0.05% 452
2019
Q2
$11.6M Sell
236,486
-1,443
-0.6% -$70.7K 0.09% 242
2019
Q1
$11.1M Buy
237,929
+30,340
+15% +$1.48M 0.09% 252
2018
Q4
$8.99M Sell
207,589
-98,410
-32% -$4.72M 0.08% 300
2018
Q3
$14.9M Buy
305,999
+44,615
+17% +$2.29M 0.1% 218
2018
Q2
$13.2M Sell
261,384
-735,352
-74% -$39.1M 0.09% 246
2018
Q1
$51.9M Sell
996,736
-160,704
-14% -$8.66M 0.13% 282
2017
Q4
$57.5M Buy
1,157,440
+51,882
+5% +$2.5M 0.14% 257
2017
Q3
$51.9M Buy
1,105,558
+19,521
+2% +$897K 0.12% 278
2017
Q2
$49.3M Sell
1,086,037
-47,777
-4% -$2.07M 0.13% 305
2017
Q1
$50.7M Buy
1,133,814
+89,240
+9% +$4.17M 0.14% 267
2016
Q4
$49.1M Sell
1,044,574
-54,365
-5% -$2.31M 0.14% 236
2016
Q3
$41.5M Sell
1,098,939
-225,084
-17% -$8.38M 0.13% 263
2016
Q2
$47.1M Buy
1,324,023
+245,325
+23% +$8.57M 0.15% 191
2016
Q1
$35.9M Buy
1,078,698
+25,752
+2% +$855K 0.11% 297
2015
Q4
$39.8M Sell
1,052,946
-354,617
-25% -$13.3M 0.12% 286
2015
Q3
$50.1M Buy
1,407,563
+384,303
+38% +$14.8M 0.15% 147
2015
Q2
$41.2M Sell
1,023,260
-25,611
-2% -$1.01M 0.1% 344
2015
Q1
$40.9M Sell
1,048,871
-687,172
-40% -$25.9M 0.1% 371
2014
Q4
$67.5M Buy
1,736,043
+509,096
+41% +$19.2M 0.17% 113
2014
Q3
$45.7M Sell
1,226,947
-10,705
-0.9% -$404K 0.11% 243
2014
Q2
$48.8M Buy
1,237,652
+582,615
+89% +$22.3M 0.12% 209
2014
Q1
$26.3M Buy
655,037
+112,323
+21% +$4.3M 0.07% 468
2013
Q4
$20.3M Buy
542,714
+88,007
+19% +$3.04M 0.06% 570
2013
Q3
$15.3M Sell
454,707
-86,638
-16% -$3.03M 0.06% 630
2013
Q2
$18.3M Buy
+541,345
New +$17.3M 0.08% 383

Other funds holding TFC

Guggenheim Capital's TFC Position: Q2 2026 in Review

Guggenheim Capital increased its Truist Financial (TFC) stake by 2.8% in Q2 2026, buying an estimated $433K and bringing the position to 323,908 shares worth $16.1M. The position accounts for 0.1% of the portfolio, ranked #188.

Guggenheim Capital first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $67.5M in Q4 2014. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Guggenheim Capital held 323,908 shares of Truist Financial worth $16.1M as of Q2 2026.
  • Guggenheim Capital bought 8,808 Truist Financial shares in Q2 2026, an estimated $433K.
  • Truist Financial made up 0.1% of Guggenheim Capital's portfolio in Q2 2026, its #188 holding.
  • Guggenheim Capital first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • Guggenheim Capital's Truist Financial position peaked at $67.5M in Q4 2014.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.