KIM
TFC icon

Kestra Investment Management’s Truist Financial TFC Stock Holding History

Kestra Investment 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 		$312K Sell
6,263
-1,729
-22% -$85.1K 0.01% 412
2026
Q1 		$367K Buy
7,992
+1,399
+21% +$69.1K 0.01% 324
2025
Q4 		$324K Buy
6,593
+854
+15% +$39.3K 0.01% 351
2025
Q3 		$262K Sell
5,739
-453
-7% -$20.4K 0.01% 374
2025
Q2 		$264K Buy
6,192
+5,096
+465% +$199K ﹤0.01% 446
2025
Q1 		$45.1K Sell
1,096
-1,980
-64% -$88.2K ﹤0.01% 480
2024
Q4 		$133K Buy
+3,076
New +$137K 0.01% 406

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 Investment Management's TFC Position: Q2 2026 in Review

Kestra Investment Management reduced its Truist Financial (TFC) stake by 22% in Q2 2026, selling an estimated $85.1K and leaving 6,263 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #412.

Kestra Investment Management first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $367K in Q1 2026. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Kestra Investment Management held 6,263 shares of Truist Financial worth $312K as of Q2 2026.
  • Kestra Investment Management sold 1,729 Truist Financial shares in Q2 2026, an estimated $85.1K.
  • Truist Financial made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #412 holding.
  • Kestra Investment Management first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Truist Financial position peaked at $367K in Q1 2026.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.