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Harvest Portfolios Group’s Truist Financial TFC Stock Holding History

Harvest Portfolios Group’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 		$5.59M Sell
112,227
-14,232
-11% -$700K 0.08% 122
2026
Q1 		$5.81M Sell
126,459
-5,004
-4% -$247K 0.1% 112
2025
Q4 		$6.47M Sell
131,463
-7,484
-5% -$345K 0.11% 99
2025
Q3 		$6.35M Sell
138,947
-6,263
-4% -$282K 0.12% 105
2025
Q2 		$6.24M Sell
145,210
-1,611
-1% -$63K 0.15% 93
2025
Q1 		$6.04M Buy
146,821
+11,672
+9% +$520K 0.18% 93
2024
Q4 		$5.86M Sell
135,149
-356
-0.3% -$15.9K 0.2% 82
2024
Q3 		$5.8M Sell
135,505
-14,872
-10% -$628K 0.19% 86
2024
Q2 		$5.84M Sell
150,377
-197
-0.1% -$7.44K 0.22% 74
2024
Q1 		$5.87M Buy
150,574
+13,585
+10% +$497K 0.23% 75
2023
Q4 		$5.06M Buy
136,989
+17,524
+15% +$550K 0.21% 73
2023
Q3 		$3.42M Sell
119,465
-24,534
-17% -$754K 0.16% 98
2023
Q2 		$4.37M Buy
143,999
+31,349
+28% +$974K 0.2% 81
2023
Q1 		$3.84M Buy
112,650
+21,706
+24% +$948K 0.19% 88
2022
Q4 		$3.91M Buy
+90,944
New +$3.99M 0.23% 67

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

Harvest Portfolios Group's TFC Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Truist Financial (TFC) stake by 11% in Q2 2026, selling an estimated $700K and leaving 112,227 shares worth $5.59M. The position accounts for 0.08% of the portfolio, ranked #122.

Harvest Portfolios Group first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.47M in Q4 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Harvest Portfolios Group held 112,227 shares of Truist Financial worth $5.59M as of Q2 2026.
  • Harvest Portfolios Group sold 14,232 Truist Financial shares in Q2 2026, an estimated $700K.
  • Truist Financial made up 0.08% of Harvest Portfolios Group's portfolio in Q2 2026, its #122 holding.
  • Harvest Portfolios Group first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
  • Harvest Portfolios Group's Truist Financial position peaked at $6.47M in Q4 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.