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Homestead Advisers’s Truist Financial TFC Stock Holding History

Homestead Advisers’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 		$36.1M Buy
724,087
+1,900
+0.3% +$93.5K 0.9% 43
2026
Q1 		$33.1M Sell
722,187
-8,000
-1% -$395K 0.89% 44
2025
Q4 		$35.9M Sell
730,187
-99,913
-12% -$4.6M 0.95% 41
2025
Q3 		$38M Sell
830,100
-226,400
-21% -$10.2M 0.9% 44
2025
Q2 		$45.4M Sell
1,056,500
-206,600
-16% -$8.08M 1.08% 44
2025
Q1 		$52M Hold
1,263,100
– – 1.27% 42
2024
Q4 		$54.8M Buy
1,263,100
+47,600
+4% +$2.12M 1.32% 37
2024
Q3 		$52M Sell
1,215,500
-1,900
-0.2% -$80.2K 1.24% 41
2024
Q2 		$47.3M Sell
1,217,400
-23,602
-2% -$892K 1.17% 41
2024
Q1 		$48.3M Sell
1,241,002
-2,000
-0.2% -$73.2K 1.13% 42
2023
Q4 		$45.9M Buy
1,243,002
+2,300
+0.2% +$72.2K 1.17% 41
2023
Q3 		$35.5M Buy
1,240,702
+19,500
+2% +$600K 0.99% 42
2023
Q2 		$37.1M Buy
1,221,202
+6,300
+0.5% +$196K 0.98% 41
2023
Q1 		$41.4M Sell
1,214,902
-165,203
-12% -$7.21M 1.15% 38
2022
Q4 		$59.4M Buy
1,380,105
+394
+0% +$17.3K 1.59% 30
2022
Q3 		$60.1M Sell
1,379,711
-3,236
-0.2% -$156K 1.82% 25
2022
Q2 		$65.6M Buy
1,382,947
+486
+0% +$24K 1.86% 22
2022
Q1 		$78.4M Buy
1,382,461
+308,873
+29% +$19.1M 1.92% 22
2021
Q4 		$62.9M Buy
1,073,588
+58,899
+6% +$3.6M 1.45% 28
2021
Q3 		$59.5M Buy
1,014,689
+4,453
+0.4% +$249K 1.45% 27
2021
Q2 		$56.1M Sell
1,010,236
-13,564
-1% -$797K 1.3% 32
2021
Q1 		$59.7M Sell
1,023,800
-52,400
-5% -$2.87M 1.43% 30
2020
Q4 		$51.6M Buy
+1,076,200
New +$48.7M 1.28% 31
2017
Q1 		– Sell
-250,000
Closed -$11.8M – 104
2016
Q4 		$11.8M Sell
250,000
-150,000
-38% -$6.38M 0.19% 91
2016
Q3 		$15.1M Hold
400,000
– – 0.25% 87
2016
Q2 		$14.2M Buy
+400,000
New +$14M 0.24% 88

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

Homestead Advisers's TFC Position: Q2 2026 in Review

Homestead Advisers increased its Truist Financial (TFC) stake by 0.26% in Q2 2026, buying an estimated $93.5K and bringing the position to 724,087 shares worth $36.1M. The position accounts for 0.9% of the portfolio, ranked #43.

Homestead Advisers first reported a position in TFC in Q2 2016 and has held it in 26 quarters since. The position peaked at $78.4M in Q1 2022. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Homestead Advisers held 724,087 shares of Truist Financial worth $36.1M as of Q2 2026.
  • Homestead Advisers bought 1,900 Truist Financial shares in Q2 2026, an estimated $93.5K.
  • Truist Financial made up 0.9% of Homestead Advisers's portfolio in Q2 2026, its #43 holding.
  • Homestead Advisers first reported a position in Truist Financial in Q2 2016 and has held it in 26 quarters since.
  • Homestead Advisers's Truist Financial position peaked at $78.4M in Q1 2022.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Homestead Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.