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HUB Investment Partners’s Truist Financial TFC Stock Holding History

HUB Investment Partners’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 		$1.18M Sell
23,725
-6,504
-22% -$320K 0.02% 409
2026
Q1 		$1.39M Buy
30,229
+18,803
+165% +$929K 0.03% 305
2025
Q4 		$562K Sell
11,426
-96
-0.8% -$4.42K 0.01% 452
2025
Q3 		$527K Buy
11,522
+376
+3% +$17K 0.02% 405
2025
Q2 		$479K Buy
11,146
+3,668
+49% +$144K 0.02% 391
2025
Q1 		$308K Buy
7,478
+87
+1% +$3.88K 0.01% 442
2024
Q4 		$321K Buy
+7,391
New +$330K 0.01% 386

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

HUB Investment Partners's TFC Position: Q2 2026 in Review

HUB Investment Partners reduced its Truist Financial (TFC) stake by 22% in Q2 2026, selling an estimated $320K and leaving 23,725 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #409.

HUB Investment Partners first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2026. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • HUB Investment Partners held 23,725 shares of Truist Financial worth $1.18M as of Q2 2026.
  • HUB Investment Partners sold 6,504 Truist Financial shares in Q2 2026, an estimated $320K.
  • Truist Financial made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #409 holding.
  • HUB Investment Partners first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • HUB Investment Partners's Truist Financial position peaked at $1.39M in Q1 2026.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.