Insight Advisors’s Truist Financial TFC Stock Holding History

Insight Advisors’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	$215K	Buy	+4,325	New	+$213K	0.04%	222
2026 Q1	–	Sell	-4,325	Closed	-$213K	–	281
2025 Q4	$213K	Buy	+4,325	New	+$199K	0.03%	267
2023 Q1	–	Sell	-4,776	Closed	-$208K	–	326
2022 Q4	$208K	Hold	4,776	–	–	0.07%	297
2022 Q3	$208K	Hold	4,776	–	–	0.08%	260
2022 Q2	$235K	Sell	4,776 -934	-16%	-$46.1K	0.08%	266
2022 Q1	$324K	Hold	5,710	–	–	0.1%	241
2021 Q4	$334K	Hold	5,710	–	–	0.1%	234
2021 Q3	$364K	Sell	5,710 -41	-0.7%	-$2.29K	0.11%	221
2021 Q2	$311K	Sell	5,751 -60	-1%	-$3.52K	0.1%	243
2021 Q1	$345K	Buy	5,811 +96	+2%	+$5.26K	0.11%	234
2020 Q4	$274K	Buy	+5,715	New	+$259K	0.1%	223

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

Insight Advisors's TFC Position: Q2 2026 in Review

Insight Advisors opened a new position in Truist Financial (TFC) in Q2 2026: 4,325 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #222 among its holdings. This is a return to the name: Insight Advisors previously reported a position in TFC as recently as Q4 2025.

Insight Advisors first reported a position in TFC in Q4 2020 and has held it in 11 quarters since. The position peaked at $364K in Q3 2021. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Insight Advisors held 4,325 shares of Truist Financial worth $215K as of Q2 2026.
Truist Financial was a new Insight Advisors position in Q2 2026.
Truist Financial made up 0.04% of Insight Advisors's portfolio in Q2 2026, its #222 holding.
Insight Advisors first reported a position in Truist Financial in Q4 2020 and has held it in 11 quarters since.
Insight Advisors's Truist Financial position peaked at $364K in Q3 2021.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.