KFI
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Key Financial Inc’s Truist Financial TFC Stock Holding History

Key Financial Inc’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 		$11.6K Buy
232
+76
+49% +$3.74K ﹤0.01% 835
2026
Q1 		$7.17K Hold
156
– – ﹤0.01% 956
2025
Q4 		$7.68K Hold
156
– – ﹤0.01% 946
2025
Q3 		$7.11K Sell
156
-18
-10% -$812 ﹤0.01% 960
2025
Q2 		$7.48K Hold
174
– – ﹤0.01% 933
2025
Q1 		$7.16K Hold
174
– – ﹤0.01% 904
2024
Q4 		$7.55K Hold
174
– – ﹤0.01% 882
2024
Q3 		$7.44K Buy
174
+18
+12% +$760 ﹤0.01% 867
2024
Q2 		$6.06K Hold
156
– – ﹤0.01% 903
2024
Q1 		$6.08K Hold
156
– – ﹤0.01% 889
2023
Q4 		$5.76K Sell
156
-162
-51% -$5.09K ﹤0.01% 882
2023
Q3 		$9.1K Sell
318
-176
-36% -$5.41K ﹤0.01% 744
2023
Q2 		$15K Buy
494
+176
+55% +$5.47K 0.01% 645
2023
Q1 		$10.8K Hold
318
– – ﹤0.01% 657
2022
Q4 		$13.8K Hold
318
– – 0.01% 562
2022
Q3 		$14K Buy
318
+162
+104% +$7.79K 0.01% 567
2022
Q2 		$8K Hold
156
– – ﹤0.01% 701
2022
Q1 		$9K Hold
156
– – ﹤0.01% 673
2021
Q4 		$9K Hold
156
– – ﹤0.01% 617
2021
Q3 		$9K Buy
156
+58
+59% +$3.24K 0.01% 609
2021
Q2 		$5K Hold
98
– – ﹤0.01% 693
2021
Q1 		$6K Hold
98
– – ﹤0.01% 578
2020
Q4 		$5K Buy
+98
New +$4.44K ﹤0.01% 564
2020
Q2 		– Sell
-187
Closed -$6K – 569
2020
Q1 		$6K Buy
+187
New +$8.84K 0.01% 494

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

Key Financial Inc's TFC Position: Q2 2026 in Review

Key Financial Inc increased its Truist Financial (TFC) stake by 49% in Q2 2026, buying an estimated $3.74K and bringing the position to 232 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Key Financial Inc first reported a position in TFC in Q1 2020 and has held it in 24 quarters since. The position peaked at $15K in Q2 2023. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Key Financial Inc held 232 shares of Truist Financial worth $11.6K as of Q2 2026.
  • Key Financial Inc bought 76 Truist Financial shares in Q2 2026, an estimated $3.74K.
  • Truist Financial made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #835 holding.
  • Key Financial Inc first reported a position in Truist Financial in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Truist Financial position peaked at $15K in Q2 2023.
  • 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.