Inscription Capital’s Truist Financial TFC Stock Holding History

Inscription 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	$248K	Buy	+4,975	New	+$245K	0.02%	615
2026 Q1	–	Sell	-4,376	Closed	-$215K	–	800
2025 Q4	$215K	Sell	4,376 -99	-2%	-$4.56K	0.02%	588
2025 Q3	$205K	Buy	+4,475	New	+$202K	0.02%	581
2021 Q3	–	Sell	-3,850	Closed	-$214K	–	377
2021 Q2	$214K	Buy	+3,850	New	+$226K	0.02%	300
2020 Q2	–	Sell	-15,918	Closed	-$491K	–	146
2020 Q1	$491K	Sell	15,918 -8,902	-36%	-$421K	0.33%	67
2019 Q4	$1.4M	Buy	24,820 +6,793	+38%	+$368K	0.62%	46
2019 Q3	$962K	Buy	+18,027	New	+$893K	0.53%	54

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

Inscription Capital's TFC Position: Q2 2026 in Review

Inscription Capital opened a new position in Truist Financial (TFC) in Q2 2026: 4,975 shares worth $248K. The stake represents 0.02% of the portfolio and ranks #615 among its holdings. This is a return to the name: Inscription Capital previously reported a position in TFC as recently as Q4 2025.

Inscription Capital first reported a position in TFC in Q3 2019 and has held it in 7 quarters since. The position peaked at $1.4M in Q4 2019. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Inscription Capital held 4,975 shares of Truist Financial worth $248K as of Q2 2026.
Truist Financial was a new Inscription Capital position in Q2 2026.
Truist Financial made up 0.02% of Inscription Capital's portfolio in Q2 2026, its #615 holding.
Inscription Capital first reported a position in Truist Financial in Q3 2019 and has held it in 7 quarters since.
Inscription Capital's Truist Financial position peaked at $1.4M in Q4 2019.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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