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Harbour Investments’s Truist Financial TFC Stock Holding History

Harbour Investments’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 		$805K Sell
16,159
-315
-2% -$15.5K 0.01% 902
2026
Q1 		$757K Buy
16,474
+7,371
+81% +$364K 0.01% 874
2025
Q4 		$448K Buy
9,103
+2,663
+41% +$123K 0.01% 901
2025
Q3 		$294K Buy
6,440
+1,166
+22% +$52.6K 0.01% 1072
2025
Q2 		$227K Buy
5,274
+9
+0.2% +$352 0.01% 1117
2025
Q1 		$217K Buy
5,265
+1,305
+33% +$58.1K 0.01% 1058
2024
Q4 		$172K Sell
3,960
-353
-8% -$15.8K ﹤0.01% 1118
2024
Q3 		$184K Buy
4,313
+537
+14% +$22.7K 0.01% 1044
2024
Q2 		$147K Buy
3,776
+9
+0.2% +$340 ﹤0.01% 1066
2024
Q1 		$147K Sell
3,767
-1,246
-25% -$45.6K 0.01% 1045
2023
Q4 		$185K Buy
5,013
+42
+0.8% +$1.32K 0.01% 886
2023
Q3 		$142K Sell
4,971
-363
-7% -$11.2K 0.01% 912
2023
Q2 		$162K Buy
5,334
+355
+7% +$11K 0.01% 873
2023
Q1 		$170K Sell
4,979
-297
-6% -$13K 0.01% 828
2022
Q4 		$227K Buy
5,276
+718
+16% +$31.5K 0.01% 701
2022
Q3 		$216K Hold
4,558
– – 0.01% 659
2022
Q2 		$216K Buy
+4,558
New +$225K 0.01% 659
2021
Q4 		$116K Sell
1,981
-16,534
-89% -$1.01M 0.01% 911
2021
Q3 		$1.09M Buy
18,515
+206
+1% +$11.5K 0.03% 419
2021
Q2 		$1.02M Buy
18,309
+23
+0.1% +$1.35K 0.03% 454
2021
Q1 		$1.07M Buy
+18,286
New +$1M 0.04% 395

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

Harbour Investments's TFC Position: Q2 2026 in Review

Harbour Investments reduced its Truist Financial (TFC) stake by 1.9% in Q2 2026, selling an estimated $15.5K and leaving 16,159 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #902.

Harbour Investments first reported a position in TFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.09M in Q3 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Harbour Investments held 16,159 shares of Truist Financial worth $805K as of Q2 2026.
  • Harbour Investments sold 315 Truist Financial shares in Q2 2026, an estimated $15.5K.
  • Truist Financial made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #902 holding.
  • Harbour Investments first reported a position in Truist Financial in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Truist Financial position peaked at $1.09M in Q3 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.