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InceptionR’s Truist Financial TFC Stock Holding History

InceptionR’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
-42,748
Closed -$1.97M – 911
2026
Q1 		$1.97M Buy
+42,748
New +$2.11M 0.47% 17
2025
Q1 		– Sell
-40,763
Closed -$1.77M – 829
2024
Q4 		$1.77M Buy
40,763
+18,799
+86% +$839K 0.39% 47
2024
Q3 		$939K Buy
+21,964
New +$928K 0.23% 142
2023
Q1 		– Sell
-4,957
Closed -$213K – 586
2022
Q4 		$213K Buy
+4,957
New +$217K 0.11% 340

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
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

InceptionR's TFC Position: Q2 2026 in Review

InceptionR sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 42,748 shares — an estimated $1.97M sold.

InceptionR first reported a position in TFC in Q4 2022 and held it in 4 quarters. The position peaked at $1.97M in Q1 2026. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • InceptionR reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 42,748 Truist Financial shares in Q2 2026, an estimated $1.97M.
  • InceptionR first reported a position in Truist Financial in Q4 2022 and held it in 4 quarters.
  • InceptionR's Truist Financial position peaked at $1.97M in Q1 2026.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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