HighTower Advisors
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HighTower Advisors’s Truist Financial TFC Stock Holding History

HighTower 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
2025
Q4 		– Sell
-100
Closed -$164 – 3953
2025
Q3 		$164 Buy
+100
New +$4.51K ﹤0.01% 3793

Other funds holding TFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

HighTower Advisors's TFC Position: Q3 2026 in Review

HighTower Advisors reduced its Truist Financial (TFC) stake by 14% in Q3 2026, selling an estimated $12.5M and leaving 1,562,473 shares worth $72.3M. The position accounts for 0.07% of the portfolio, ranked #278.

HighTower Advisors first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $212M in Q2 2025. 1,430 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • HighTower Advisors held 1,562,473 shares of Truist Financial worth $72.3M as of Q3 2026.
  • HighTower Advisors sold 245,921 Truist Financial shares in Q3 2026, an estimated $12.5M.
  • Truist Financial made up 0.07% of HighTower Advisors's portfolio in Q3 2026, its #278 holding.
  • HighTower Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • HighTower Advisors's Truist Financial position peaked at $212M in Q2 2025.
  • 1,430 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.