Highland Investment Advisors LLC’s Truist Financial TFC Stock Holding History

Highland Investment Advisors LLC’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	$5.53K	Buy	+111	New	+$5.46K	﹤0.01%	410

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Highland Investment Advisors LLC's TFC Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Truist Financial (TFC) in Q2 2026: 111 shares worth $5.53K. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings.

1,434 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Highland Investment Advisors LLC held 111 shares of Truist Financial worth $5.53K as of Q2 2026.
Truist Financial was a new Highland Investment Advisors LLC position in Q2 2026.
Truist Financial made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #410 holding.
1,434 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.