KAS
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Kestra Advisory Services’s Truist Financial TFC Stock Holding History

Kestra Advisory Services’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 		$12.3M Buy
246,485
+20,425
+9% +$1M 0.04% 453
2026
Q1 		$10.4M Sell
226,060
-742
-0.3% -$36.7K 0.04% 451
2025
Q4 		$11.2M Buy
226,802
+17,586
+8% +$810K 0.05% 392
2025
Q3 		$9.57M Sell
209,216
-7,337
-3% -$331K 0.04% 409
2025
Q2 		$9.31M Buy
216,553
+9,965
+5% +$390K 0.05% 403
2025
Q1 		$8.5M Buy
206,588
+19,411
+10% +$865K 0.04% 396
2024
Q4 		$8.12M Sell
187,177
-10,124
-5% -$452K 0.04% 414
2024
Q3 		$8.44M Sell
197,301
-28,675
-13% -$1.21M 0.05% 414
2024
Q2 		$8.78M Buy
225,976
+13,312
+6% +$503K 0.05% 392
2024
Q1 		$8.29M Buy
212,664
+45,284
+27% +$1.66M 0.06% 363
2023
Q4 		$6.18M Sell
167,380
-7,760
-4% -$244K 0.05% 391
2023
Q3 		$5.01M Buy
175,140
+48,737
+39% +$1.5M 0.05% 385
2023
Q2 		$3.84M Buy
126,403
+24,314
+24% +$755K 0.04% 452
2023
Q1 		$3.48M Sell
102,089
-54,215
-35% -$2.37M 0.04% 460
2022
Q4 		$6.73M Sell
156,304
-147
-0.1% -$6.45K 0.06% 336
2022
Q3 		$6.81M Buy
156,451
+1,737
+1% +$83.6K 0.07% 293
2022
Q2 		$7.34M Buy
154,714
+35,791
+30% +$1.77M 0.08% 270
2022
Q1 		$6.74M Sell
118,923
-7,649
-6% -$472K 0.07% 301
2021
Q4 		$7.41M Sell
126,572
-10,368
-8% -$633K 0.08% 278
2021
Q3 		$8.03M Buy
136,940
+11,300
+9% +$631K 0.08% 275
2021
Q2 		$6.97M Buy
125,640
+11,203
+10% +$658K 0.08% 280
2021
Q1 		$6.67M Buy
114,437
+22,381
+24% +$1.23M 0.08% 265
2020
Q4 		$4.36M Buy
92,056
+25,341
+38% +$1.15M 0.05% 366
2020
Q3 		$2.54M Buy
+66,715
New +$2.51M 0.05% 369

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

Kestra Advisory Services's TFC Position: Q2 2026 in Review

Kestra Advisory Services increased its Truist Financial (TFC) stake by 9% in Q2 2026, buying an estimated $1M and bringing the position to 246,485 shares worth $12.3M. The position accounts for 0.04% of the portfolio, ranked #453.

Kestra Advisory Services first reported a position in TFC in Q3 2020 and has held it in 24 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Kestra Advisory Services held 246,485 shares of Truist Financial worth $12.3M as of Q2 2026.
  • Kestra Advisory Services bought 20,425 Truist Financial shares in Q2 2026, an estimated $1M.
  • Truist Financial made up 0.04% of Kestra Advisory Services's portfolio in Q2 2026, its #453 holding.
  • Kestra Advisory Services first reported a position in Truist Financial in Q3 2020 and has held it in 24 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.