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 $6.73T 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

HighTower Advisors's TFC Position: Q2 2026 in Review

HighTower Advisors increased its Truist Financial (TFC) stake by 21% in Q2 2026, buying an estimated $15.5M and bringing the position to 1,808,394 shares worth $90.1M. The position accounts for 0.09% of the portfolio, ranked #231.

HighTower Advisors first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $212M in Q2 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • HighTower Advisors held 1,808,394 shares of Truist Financial worth $90.1M as of Q2 2026.
  • HighTower Advisors bought 315,424 Truist Financial shares in Q2 2026, an estimated $15.5M.
  • Truist Financial made up 0.09% of HighTower Advisors's portfolio in Q2 2026, its #231 holding.
  • HighTower Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
  • HighTower Advisors's Truist Financial position peaked at $212M in Q2 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.