IQI
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Integrated Quantitative Investments’s Truist Financial TFC Stock Holding History

Integrated Quantitative Investments’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 		$1.19M Sell
23,845
-10,036
-30% -$494K 0.19% 187
2026
Q1 		$1.56M Buy
33,881
+28,407
+519% +$1.4M 0.28% 119
2025
Q4 		$269K Hold
5,474
– – 0.06% 346
2025
Q3 		$250K Buy
+5,474
New +$247K 0.07% 297

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

Integrated Quantitative Investments's TFC Position: Q2 2026 in Review

Integrated Quantitative Investments reduced its Truist Financial (TFC) stake by 30% in Q2 2026, selling an estimated $494K and leaving 23,845 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #187.

Integrated Quantitative Investments first reported a position in TFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.56M in Q1 2026. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Integrated Quantitative Investments held 23,845 shares of Truist Financial worth $1.19M as of Q2 2026.
  • Integrated Quantitative Investments sold 10,036 Truist Financial shares in Q2 2026, an estimated $494K.
  • Truist Financial made up 0.19% of Integrated Quantitative Investments's portfolio in Q2 2026, its #187 holding.
  • Integrated Quantitative Investments first reported a position in Truist Financial in Q3 2025 and has held it in 4 quarters since.
  • Integrated Quantitative Investments's Truist Financial position peaked at $1.56M in Q1 2026.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Integrated Quantitative Investments's 13F filing for Q2 2026, filed 14 Aug 2026.