IC
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IEQ Capital’s Truist Financial TFC Stock Holding History

IEQ Capital’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 		$226K Sell
4,543
-91,768
-95% -$4.51M ﹤0.01% 1777
2026
Q1 		$4.43M Buy
96,311
+3,760
+4% +$186K 0.02% 531
2025
Q4 		$4.55M Sell
92,551
-77,128
-45% -$3.55M 0.01% 550
2025
Q3 		$7.76M Buy
169,679
+30,009
+21% +$1.35M 0.02% 389
2025
Q2 		$6M Buy
139,670
+54,572
+64% +$2.14M 0.04% 377
2025
Q1 		$3.5M Sell
85,098
-30,972
-27% -$1.38M 0.03% 428
2024
Q4 		$5.04M Buy
116,070
+57,429
+98% +$2.56M 0.05% 266
2024
Q3 		$2.51M Buy
58,641
+19,516
+50% +$824K 0.03% 328
2024
Q2 		$1.52M Buy
39,125
+5,817
+17% +$220K 0.02% 391
2024
Q1 		$1.3M Buy
33,308
+2,638
+9% +$96.5K 0.02% 404
2023
Q4 		$1.13M Buy
30,670
+13,508
+79% +$424K 0.02% 403
2023
Q3 		$491K Sell
17,162
-3,188
-16% -$98K 0.01% 573
2023
Q2 		$618K Sell
20,350
-916
-4% -$28.4K 0.01% 499
2023
Q1 		$725K Buy
21,266
+8,661
+69% +$378K 0.02% 465
2022
Q4 		$542K Sell
12,605
-19,657
-61% -$862K 0.02% 496
2022
Q3 		$1.41M Buy
32,262
+15,901
+97% +$765K 0.04% 293
2022
Q2 		$776K Sell
16,361
-7,881
-33% -$389K 0.02% 360
2022
Q1 		$1.38M Sell
24,242
-228
-0.9% -$14.1K 0.03% 268
2021
Q4 		$1.43M Buy
24,470
+729
+3% +$44.5K 0.03% 243
2021
Q3 		$1.39M Buy
23,741
+14,406
+154% +$805K 0.04% 230
2021
Q2 		$518K Buy
9,335
+1,926
+26% +$113K 0.02% 360
2021
Q1 		$432K Buy
+7,409
New +$406K 0.02% 299
2020
Q2 		– Sell
-8,697
Closed -$268K – 396
2020
Q1 		$268K Sell
8,697
-2,140
-20% -$101K 0.02% 297
2019
Q4 		$610K Buy
+10,837
New +$587K 0.05% 198

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

IEQ Capital's TFC Position: Q2 2026 in Review

IEQ Capital reduced its Truist Financial (TFC) stake by 95% in Q2 2026, selling an estimated $4.51M and leaving 4,543 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

IEQ Capital first reported a position in TFC in Q4 2019 and has held it in 24 quarters since. The position peaked at $7.76M in Q3 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • IEQ Capital held 4,543 shares of Truist Financial worth $226K as of Q2 2026.
  • IEQ Capital sold 91,768 Truist Financial shares in Q2 2026, an estimated $4.51M.
  • Truist Financial made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1777 holding.
  • IEQ Capital first reported a position in Truist Financial in Q4 2019 and has held it in 24 quarters since.
  • IEQ Capital's Truist Financial position peaked at $7.76M in Q3 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.