Harvest Fund Management’s Truist Financial TFC Stock Holding History

Harvest Fund Management’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	-28	Closed	-$1K	–	554
2026 Q1	$1K	Hold	28	–	–	﹤0.01%	524
2025 Q4	$1K	Hold	28	–	–	﹤0.01%	587
2025 Q3	$1K	Sell	28 -102	-78%	-$4.6K	﹤0.01%	621
2025 Q2	$6K	Sell	130 -5,097	-98%	-$199K	﹤0.01%	544
2025 Q1	$215K	Sell	5,227 -1,788	-25%	-$79.7K	0.01%	359
2024 Q4	$304K	Buy	+7,015	New	+$313K	0.01%	408
2022 Q4	–	Sell	-854	Closed	-$37K	–	855
2022 Q3	$37K	Hold	854	–	–	0.01%	462
2022 Q2	$41K	Hold	854	–	–	0.01%	442
2022 Q1	$48K	Hold	854	–	–	0.01%	449
2021 Q4	$49K	Hold	854	–	–	0.01%	463
2021 Q3	$50K	Hold	854	–	–	0.01%	404
2021 Q2	$48K	Hold	854	–	–	0.01%	436
2021 Q1	$50K	Buy	+854	New	+$46.8K	﹤0.01%	412

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Harvest Fund Management's TFC Position: Q2 2026 in Review

Harvest Fund Management sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 28 shares — an estimated $1K sold.

Harvest Fund Management first reported a position in TFC in Q1 2021 and held it in 13 quarters. The position peaked at $304K in Q4 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Harvest Fund Management reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
Harvest Fund Management sold 28 Truist Financial shares in Q2 2026, an estimated $1K.
Harvest Fund Management first reported a position in Truist Financial in Q1 2021 and held it in 13 quarters.
Harvest Fund Management's Truist Financial position peaked at $304K in Q4 2024.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.