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TFC icon

INVST’s Truist Financial TFC Stock Holding History

INVST’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 		$772K Sell
15,500
-88
-0.6% -$4.33K 0.08% 203
2026
Q1 		$717K Sell
15,588
-484
-3% -$23.9K 0.08% 209
2025
Q4 		$791K Sell
16,072
-1,132
-7% -$52.1K 0.09% 188
2025
Q3 		$787K Sell
17,204
-394
-2% -$17.8K 0.09% 187
2025
Q2 		$757K Sell
17,598
-362
-2% -$14.2K 0.09% 171
2025
Q1 		$739K Sell
17,960
-523
-3% -$23.3K 0.1% 162
2024
Q4 		$802K Buy
18,483
+93
+0.5% +$4.15K 0.1% 134
2024
Q3 		$787K Sell
18,390
-340
-2% -$14.4K 0.1% 138
2024
Q2 		$735K Sell
18,730
-874
-4% -$33K 0.08% 132
2024
Q1 		$752K Buy
+19,604
New +$717K 0.09% 134

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

INVST's TFC Position: Q2 2026 in Review

INVST reduced its Truist Financial (TFC) stake by 0.56% in Q2 2026, selling an estimated $4.33K and leaving 15,500 shares worth $772K. The position accounts for 0.08% of the portfolio, ranked #203.

INVST first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $802K in Q4 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • INVST held 15,500 shares of Truist Financial worth $772K as of Q2 2026.
  • INVST sold 88 Truist Financial shares in Q2 2026, an estimated $4.33K.
  • Truist Financial made up 0.08% of INVST's portfolio in Q2 2026, its #203 holding.
  • INVST first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
  • INVST's Truist Financial position peaked at $802K in Q4 2024.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.