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Harel Insurance Investments & Financial Services’s Truist Financial TFC Stock Holding History

Harel Insurance Investments & Financial Services’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 		$100K Hold
2,000
– – ﹤0.01% 403
2026
Q1 		$92K Buy
+2,000
New +$98.8K ﹤0.01% 379
2021
Q3 		– Sell
-2,993
Closed -$542K – 795
2021
Q2 		$542K Sell
2,993
-1,485
-33% -$87.2K 0.01% 437
2021
Q1 		$873K Buy
4,478
+465
+12% +$25.5K 0.02% 393
2020
Q4 		$619K Hold
4,013
– – 0.01% 330
2020
Q3 		$153K Buy
+4,013
New +$151K 0.01% 339
2016
Q3 		– Sell
-300
Closed -$11K – 646
2016
Q2 		$11K Buy
+300
New +$10.5K ﹤0.01% 554

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

Harel Insurance Investments & Financial Services's TFC Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services held its Truist Financial (TFC) position steady in Q2 2026 at 2,000 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Harel Insurance Investments & Financial Services first reported a position in TFC in Q2 2016 and has held it in 7 quarters since. The position peaked at $873K in Q1 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 2,000 shares of Truist Financial worth $100K as of Q2 2026.
  • Harel Insurance Investments & Financial Services left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #403 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Truist Financial in Q2 2016 and has held it in 7 quarters since.
  • Harel Insurance Investments & Financial Services's Truist Financial position peaked at $873K in Q1 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.