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Joel Isaacson & Co’s Truist Financial TFC Stock Holding History

Joel Isaacson & Co’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 		$285K Buy
5,713
+10
+0.2% +$492 0.01% 393
2026
Q1 		$262K Sell
5,703
-244
-4% -$12.1K 0.01% 385
2025
Q4 		$293K Sell
5,947
-683
-10% -$31.5K 0.01% 366
2025
Q3 		$303K Buy
6,630
+1,678
+34% +$75.7K 0.01% 348
2025
Q2 		$213K Sell
4,952
-228
-4% -$8.92K 0.01% 393
2025
Q1 		$213K Buy
+5,180
New +$231K 0.01% 369
2017
Q1 		– Sell
-1,180
Closed -$55K – 494
2016
Q4 		$55K Buy
1,180
+1
+0.1% +$43 0.01% 293
2016
Q3 		$44K Buy
1,179
+1
+0.1% +$37 0.01% 346
2016
Q2 		$42K Buy
1,178
+1
+0.1% +$35 0.01% 346
2016
Q1 		$39K Buy
1,177
+1
+0.1% +$33 0.01% 369
2015
Q4 		$44K Buy
1,176
+1
+0.1% +$38 0.01% 348
2015
Q3 		$42K Hold
1,175
– – 0.01% 365
2015
Q2 		$47K Buy
1,175
+1
+0.1% +$40 0.01% 371
2015
Q1 		$46K Sell
1,174
-184
-14% -$6.93K 0.01% 368
2014
Q4 		$53K Buy
1,358
+1,251
+1,169% +$47.1K 0.01% 318
2014
Q3 		$4K Hold
107
– – ﹤0.01% 542
2014
Q2 		$4K Buy
107
+1
+0.9% +$38 ﹤0.01% 517
2014
Q1 		$4K Hold
106
– – ﹤0.01% 510
2013
Q4 		$4K Buy
106
+1
+1% +$35 ﹤0.01% 467
2013
Q3 		$4K Buy
+105
New +$3.67K ﹤0.01% 454

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Joel Isaacson & Co's TFC Position: Q2 2026 in Review

Joel Isaacson & Co increased its Truist Financial (TFC) stake by 0.18% in Q2 2026, buying an estimated $492 and bringing the position to 5,713 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #393.

Joel Isaacson & Co first reported a position in TFC in Q3 2013 and has held it in 20 quarters since. The position peaked at $303K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Joel Isaacson & Co held 5,713 shares of Truist Financial worth $285K as of Q2 2026.
  • Joel Isaacson & Co bought 10 Truist Financial shares in Q2 2026, an estimated $492.
  • Truist Financial made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #393 holding.
  • Joel Isaacson & Co first reported a position in Truist Financial in Q3 2013 and has held it in 20 quarters since.
  • Joel Isaacson & Co's Truist Financial position peaked at $303K in Q3 2025.
  • 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.