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HFM Investment Advisors’s Truist Financial TFC Stock Holding History

HFM Investment Advisors’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 		$3.09K Buy
62
+31
+100% +$1.52K ﹤0.01% 296
2026
Q1 		$1.43K Hold
31
– – ﹤0.01% 301
2025
Q4 		$1.53K Buy
31
+2
+7% +$92 ﹤0.01% 346
2025
Q3 		$1.33K Buy
29
+3
+12% +$135 ﹤0.01% 275
2025
Q2 		$1.12K Buy
26
+12
+86% +$470 ﹤0.01% 319
2025
Q1 		$577 Buy
+14
New +$624 ﹤0.01% 254

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's TFC Position: Q2 2026 in Review

HFM Investment Advisors increased its Truist Financial (TFC) stake by 100% in Q2 2026, buying an estimated $1.52K and bringing the position to 62 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

HFM Investment Advisors first reported a position in TFC in Q1 2025 and has held it in 6 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • HFM Investment Advisors held 62 shares of Truist Financial worth $3.09K as of Q2 2026.
  • HFM Investment Advisors bought 31 Truist Financial shares in Q2 2026, an estimated $1.52K.
  • Truist Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #296 holding.
  • HFM Investment Advisors first reported a position in Truist Financial in Q1 2025 and has held it in 6 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.