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Keystone Financial Group (Kentucky)’s Truist Financial TFC Stock Holding History

Keystone Financial Group (Kentucky)’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 		$479K Sell
9,606
-853
-8% -$42K 0.03% 338
2026
Q1 		$481K Buy
10,459
+1,996
+24% +$98.6K 0.03% 303
2025
Q4 		$416K Buy
8,463
+29
+0.3% +$1.34K 0.03% 285
2025
Q3 		$386K Sell
8,434
-231
-3% -$10.4K 0.03% 276
2025
Q2 		$372K Buy
8,665
+2,022
+30% +$79.1K 0.03% 272
2025
Q1 		$273K Sell
6,643
-155
-2% -$6.91K 0.03% 315
2024
Q4 		$296K Buy
6,798
+22
+0.3% +$982 0.03% 301
2024
Q3 		$290K Buy
6,776
+554
+9% +$23.4K 0.04% 285
2024
Q2 		$242K Buy
6,222
+134
+2% +$5.06K 0.09% 143
2024
Q1 		$237K Buy
+6,088
New +$223K 0.03% 295
2022
Q3 		– Sell
-4,658
Closed -$221K – 301
2022
Q2 		$221K Buy
4,658
+194
+4% +$9.57K 0.04% 256
2022
Q1 		$253K Buy
4,464
+1,000
+29% +$61.8K 0.04% 253
2021
Q4 		$203K Hold
3,464
– – 0.03% 292
2021
Q3 		$203K Buy
+3,464
New +$194K 0.04% 277
2020
Q1 		– Sell
-3,775
Closed -$213K – 246
2019
Q4 		$213K Buy
+3,775
New +$204K 0.06% 231

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 $3.38T AUM 44.17% 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

Keystone Financial Group (Kentucky)'s TFC Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Truist Financial (TFC) stake by 8.2% in Q2 2026, selling an estimated $42K and leaving 9,606 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #338.

Keystone Financial Group (Kentucky) first reported a position in TFC in Q4 2019 and has held it in 15 quarters since. The position peaked at $481K in Q1 2026. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 9,606 shares of Truist Financial worth $479K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 853 Truist Financial shares in Q2 2026, an estimated $42K.
  • Truist Financial made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #338 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Truist Financial in Q4 2019 and has held it in 15 quarters since.
  • Keystone Financial Group (Kentucky)'s Truist Financial position peaked at $481K in Q1 2026.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.