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Harbor Investment Advisory’s Truist Financial TFC Stock Holding History

Harbor Investment 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 		$55.7K Hold
1,118
– – ﹤0.01% 728
2026
Q1 		$51.4K Sell
1,118
-177
-14% -$8.75K ﹤0.01% 618
2025
Q4 		$63.7K Buy
1,295
+266
+26% +$12.3K ﹤0.01% 604
2025
Q3 		$47K Buy
1,029
+98
+11% +$4.42K ﹤0.01% 655
2025
Q2 		$40K Sell
931
-865
-48% -$33.8K ﹤0.01% 673
2025
Q1 		$73.9K Buy
1,796
+1,665
+1,271% +$74.2K 0.01% 531
2024
Q4 		$5.68K Sell
131
-565
-81% -$25.2K ﹤0.01% 957
2024
Q3 		$29.8K Buy
696
+453
+186% +$19.1K ﹤0.01% 684
2024
Q2 		$9.44K Buy
243
+9
+4% +$340 ﹤0.01% 869
2024
Q1 		$9.12K Hold
234
– – ﹤0.01% 875
2023
Q4 		$8.64K Buy
234
+67
+40% +$2.1K ﹤0.01% 852
2023
Q3 		$4.78K Sell
167
-163
-49% -$5.01K ﹤0.01% 928
2023
Q2 		$10K Sell
330
-1,459
-82% -$45.3K ﹤0.01% 1027
2023
Q1 		$61K Sell
1,789
-463
-21% -$20.2K 0.01% 651
2022
Q4 		$96.9K Sell
2,252
-643
-22% -$28.2K 0.02% 500
2022
Q3 		$126K Buy
2,895
+6
+0.2% +$289 0.02% 418
2022
Q2 		$137K Sell
2,889
-114
-4% -$5.62K 0.02% 419
2022
Q1 		$170K Sell
3,003
-218
-7% -$13.5K 0.02% 406
2021
Q4 		$189K Buy
3,221
+744
+30% +$45.5K 0.02% 386
2021
Q3 		$145K Hold
2,477
– – 0.02% 439
2021
Q2 		$137K Sell
2,477
-173
-7% -$10.2K 0.02% 437
2021
Q1 		$155K Sell
2,650
-36
-1% -$1.97K 0.02% 388
2020
Q4 		$129K Buy
2,686
+477
+22% +$21.6K 0.02% 399
2020
Q3 		$84K Buy
2,209
+1,128
+104% +$42.5K 0.02% 403
2020
Q2 		$41K Buy
1,081
+126
+13% +$4.54K 0.01% 479
2020
Q1 		$29K Sell
955
-175
-15% -$8.28K 0.01% 503
2019
Q4 		$64K Buy
+1,130
New +$61.2K 0.01% 382

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Harbor Investment Advisory's TFC Position: Q2 2026 in Review

Harbor Investment Advisory held its Truist Financial (TFC) position steady in Q2 2026 at 1,118 shares worth $55.7K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Harbor Investment Advisory first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $189K in Q4 2021. 600 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Harbor Investment Advisory held 1,118 shares of Truist Financial worth $55.7K as of Q2 2026.
  • Harbor Investment Advisory left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #728 holding.
  • Harbor Investment Advisory first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Truist Financial position peaked at $189K in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.