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Kathmere Capital Management’s Truist Financial TFC Stock Holding History

Kathmere Capital 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 		$384K Buy
7,703
+846
+12% +$41.6K 0.02% 465
2026
Q1 		$315K Sell
6,857
-2,457
-26% -$121K 0.02% 458
2025
Q4 		$458K Buy
9,314
+4,744
+104% +$218K 0.03% 331
2025
Q3 		$209K Buy
+4,570
New +$206K 0.01% 485
2021
Q1 		– Sell
-4,540
Closed -$218K – 372
2020
Q4 		$218K Buy
4,540
+88
+2% +$3.98K 0.05% 117
2020
Q3 		$169K Buy
+4,452
New +$168K 0.04% 125
2020
Q1 		– Sell
-4,727
Closed -$266K – 120
2019
Q4 		$266K Buy
+4,727
New +$256K 0.09% 83

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

Kathmere Capital Management's TFC Position: Q2 2026 in Review

Kathmere Capital Management increased its Truist Financial (TFC) stake by 12% in Q2 2026, buying an estimated $41.6K and bringing the position to 7,703 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #465.

Kathmere Capital Management first reported a position in TFC in Q4 2019 and has held it in 7 quarters since. The position peaked at $458K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Kathmere Capital Management held 7,703 shares of Truist Financial worth $384K as of Q2 2026.
  • Kathmere Capital Management bought 846 Truist Financial shares in Q2 2026, an estimated $41.6K.
  • Truist Financial made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #465 holding.
  • Kathmere Capital Management first reported a position in Truist Financial in Q4 2019 and has held it in 7 quarters since.
  • Kathmere Capital Management's Truist Financial position peaked at $458K in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.