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Horizon Investments’s Truist Financial TFC Stock Holding History

Horizon Investments’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 		$2.43M Sell
48,766
-174,765
-78% -$8.6M 0.03% 470
2026
Q1 		$10.2M Buy
223,531
+6,780
+3% +$335K 0.11% 153
2025
Q4 		$10.7M Sell
216,751
-12,939
-6% -$596K 0.14% 127
2025
Q3 		$10.5M Buy
229,690
+31,931
+16% +$1.44M 0.14% 124
2025
Q2 		$8.4M Buy
197,759
+172,508
+683% +$6.75M 0.13% 120
2025
Q1 		$1.03M Buy
25,251
+645
+3% +$28.7K 0.03% 273
2024
Q4 		$1.07M Buy
24,606
+442
+2% +$19.7K 0.03% 264
2024
Q3 		$1.02M Sell
24,164
-392
-2% -$16.6K 0.03% 263
2024
Q2 		$942K Buy
24,556
+86
+0.4% +$3.25K 0.03% 267
2024
Q1 		$941K Buy
24,470
+103
+0.4% +$3.77K 0.02% 262
2023
Q4 		$887K Buy
24,367
+15,140
+164% +$475K 0.02% 255
2023
Q3 		$259K Buy
9,227
+248
+3% +$7.63K 0.01% 448
2023
Q2 		$268K Buy
8,979
+1,771
+25% +$55K 0.01% 446
2023
Q1 		$241K Sell
7,208
-18,281
-72% -$798K 0.01% 457
2022
Q4 		$1.08M Buy
25,489
+9,663
+61% +$424K 0.03% 205
2022
Q3 		$681K Buy
15,826
+5,029
+47% +$242K 0.02% 277
2022
Q2 		$507K Sell
10,797
-459
-4% -$22.6K 0.02% 276
2022
Q1 		$632K Buy
11,256
+1,731
+18% +$107K 0.02% 296
2021
Q4 		$554K Buy
9,525
+775
+9% +$47.3K 0.02% 302
2021
Q3 		$509K Sell
8,750
-40,041
-82% -$2.24M 0.01% 315
2021
Q2 		$2.69M Sell
48,791
-21,865
-31% -$1.28M 0.08% 122
2021
Q1 		$4.12M Buy
+70,656
New +$3.87M 0.15% 60
2020
Q4 		– Sell
-32,175
Closed -$1.21M – 368
2020
Q3 		$1.21M Buy
32,175
+14,675
+84% +$553K 0.04% 163
2020
Q2 		$650K Buy
17,500
+10,489
+150% +$378K 0.02% 297
2020
Q1 		$213K Sell
7,011
-10,891
-61% -$515K 0.01% 274
2019
Q4 		$1.01M Buy
+17,902
New +$969K 0.04% 171

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

Horizon Investments's TFC Position: Q2 2026 in Review

Horizon Investments reduced its Truist Financial (TFC) stake by 78% in Q2 2026, selling an estimated $8.6M and leaving 48,766 shares worth $2.43M. The position accounts for 0.03% of the portfolio, ranked #470.

Horizon Investments first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.7M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Horizon Investments held 48,766 shares of Truist Financial worth $2.43M as of Q2 2026.
  • Horizon Investments sold 174,765 Truist Financial shares in Q2 2026, an estimated $8.6M.
  • Truist Financial made up 0.03% of Horizon Investments's portfolio in Q2 2026, its #470 holding.
  • Horizon Investments first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • Horizon Investments's Truist Financial position peaked at $10.7M in Q4 2025.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.