J. Safra Asset Management’s Truist Financial TFC Stock Holding History

J. Safra Asset Management’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	$1.09M	Buy	21,781 +1,085	+5%	+$53.4K	0.05%	113
2026 Q1	$951K	Buy	20,696 +85	+0.4%	+$4.2K	0.05%	104
2025 Q4	$1.01M	Buy	20,611 +3,216	+18%	+$148K	0.05%	98
2025 Q3	$795K	Buy	17,395 +6,076	+54%	+$274K	0.05%	80
2025 Q2	$487K	Buy	11,319 +4,201	+59%	+$164K	0.03%	100
2025 Q1	$293K	Buy	7,118 +2,751	+63%	+$123K	0.02%	107
2024 Q4	$189K	Buy	+4,367	New	+$195K	0.02%	133
2023 Q1	–	Sell	-683	Closed	-$29K	–	127
2022 Q4	$29K	Buy	+683	New	+$30K	0.01%	43
2022 Q2	–	Sell	-129	Closed	-$2K	–	134
2022 Q1	$2K	Buy	+129	New	+$7.97K	0.04%	32

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

J. Safra Asset Management's TFC Position: Q2 2026 in Review

J. Safra Asset Management increased its Truist Financial (TFC) stake by 5.2% in Q2 2026, buying an estimated $53.4K and bringing the position to 21,781 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #113.

J. Safra Asset Management first reported a position in TFC in Q1 2022 and has held it in 9 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

J. Safra Asset Management held 21,781 shares of Truist Financial worth $1.09M as of Q2 2026.
J. Safra Asset Management bought 1,085 Truist Financial shares in Q2 2026, an estimated $53.4K.
Truist Financial made up 0.05% of J. Safra Asset Management's portfolio in Q2 2026, its #113 holding.
J. Safra Asset Management first reported a position in Truist Financial in Q1 2022 and has held it in 9 quarters since.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.