IFS Group’s Truist Financial TFC Stock Holding History

IFS Group’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	–	Sell	-7,004	Closed	-$322K	–	134
2026 Q1	$322K	Buy	+7,004	New	+$346K	0.29%	94
2025 Q3	$319K	Buy	+7,008	New	+$316K	0.28%	96

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

IFS Group's TFC Position: Q2 2026 in Review

IFS Group sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 7,004 shares — an estimated $322K sold.

IFS Group first reported a position in TFC in Q3 2025 and held it in 2 quarters. The position peaked at $322K in Q1 2026. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

IFS Group reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
IFS Group sold 7,004 Truist Financial shares in Q2 2026, an estimated $322K.
IFS Group first reported a position in Truist Financial in Q3 2025 and held it in 2 quarters.
IFS Group's Truist Financial position peaked at $322K in Q1 2026.
1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.