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Keynote Financial Services’s Truist Financial TFC Stock Holding History

Keynote Financial 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 		$265K Buy
5,319
+15
+0.3% +$738 0.12% 148
2026
Q1 		$244K Buy
5,304
+564
+12% +$27.9K 0.13% 147
2025
Q4 		$233K Hold
4,740
– – 0.13% 150
2025
Q3 		$217K Hold
4,740
– – 0.13% 150
2025
Q2 		$204K Sell
4,740
-463
-9% -$18.1K 0.14% 149
2025
Q1 		$214K Hold
5,203
– – 0.15% 140
2024
Q4 		$226K Hold
5,203
– – 0.17% 129
2024
Q3 		$223K Hold
5,203
– – 0.17% 131
2024
Q2 		$202K Buy
+5,203
New +$197K 0.17% 132

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

Keynote Financial Services's TFC Position: Q2 2026 in Review

Keynote Financial Services increased its Truist Financial (TFC) stake by 0.28% in Q2 2026, buying an estimated $738 and bringing the position to 5,319 shares worth $265K. The position accounts for 0.12% of the portfolio, ranked #148.

Keynote Financial Services first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Keynote Financial Services held 5,319 shares of Truist Financial worth $265K as of Q2 2026.
  • Keynote Financial Services bought 15 Truist Financial shares in Q2 2026, an estimated $738.
  • Truist Financial made up 0.12% of Keynote Financial Services's portfolio in Q2 2026, its #148 holding.
  • Keynote Financial Services first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.