KA
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Kovack Advisors’s Truist Financial TFC Stock Holding History

Kovack Advisors’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 		$325K Sell
6,401
-247
-4% -$12.2K 0.02% 774
2026
Q1 		$310K Buy
6,648
+717
+12% +$35.4K 0.02% 746
2025
Q4 		$292K Buy
+5,931
New +$273K 0.01% 764
2025
Q1 		– Sell
-6,468
Closed -$281K – 633
2024
Q4 		$281K Sell
6,468
-327
-5% -$14.6K 0.03% 467
2024
Q3 		$291K Sell
6,795
-1,501
-18% -$63.4K 0.03% 444
2024
Q2 		$322K Sell
8,296
-954
-10% -$36K 0.04% 404
2024
Q1 		$361K Sell
9,250
-113
-1% -$4.13K 0.04% 317
2023
Q4 		$346K Buy
9,363
+361
+4% +$11.3K 0.04% 386
2023
Q3 		$258K Buy
9,002
+463
+5% +$14.2K 0.04% 428
2023
Q2 		$259K Buy
8,539
+516
+6% +$16K 0.03% 451
2023
Q1 		$274K Sell
8,023
-919
-10% -$40.1K 0.04% 430
2022
Q4 		$385K Sell
8,942
-227
-2% -$9.96K 0.06% 338
2022
Q3 		$399K Buy
9,169
+134
+1% +$6.45K 0.06% 336
2022
Q2 		$429K Buy
9,035
+1,091
+14% +$53.8K 0.06% 361
2022
Q1 		$450K Buy
7,944
+3,604
+83% +$223K 0.05% 414
2021
Q4 		$254K Buy
4,340
+481
+12% +$29.4K 0.02% 579
2021
Q3 		$226K Buy
3,859
+134
+4% +$7.49K 0.02% 622
2021
Q2 		$207K Buy
+3,725
New +$219K 0.02% 635
2020
Q2 		– Sell
-11,809
Closed -$364K – 532
2020
Q1 		$364K Sell
11,809
-11,358
-49% -$537K 0.08% 249
2019
Q4 		$1.3M Buy
23,167
+3,483
+18% +$189K 0.23% 104
2019
Q3 		$1.05M Sell
19,684
-406
-2% -$20.1K 0.22% 120
2019
Q2 		$987K Buy
20,090
+10,472
+109% +$513K 0.23% 112
2019
Q1 		$448K Sell
9,618
-106
-1% -$5.17K 0.11% 213
2018
Q4 		$421K Sell
9,724
-164
-2% -$7.87K 0.12% 190
2018
Q3 		$480K Buy
9,888
+319
+3% +$16.4K 0.12% 200
2018
Q2 		$483K Buy
+9,569
New +$508K 0.13% 182

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

Kovack Advisors's TFC Position: Q2 2026 in Review

Kovack Advisors reduced its Truist Financial (TFC) stake by 3.7% in Q2 2026, selling an estimated $12.2K and leaving 6,401 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #774.

Kovack Advisors first reported a position in TFC in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.3M in Q4 2019. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Kovack Advisors held 6,401 shares of Truist Financial worth $325K as of Q2 2026.
  • Kovack Advisors sold 247 Truist Financial shares in Q2 2026, an estimated $12.2K.
  • Truist Financial made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #774 holding.
  • Kovack Advisors first reported a position in Truist Financial in Q2 2018 and has held it in 26 quarters since.
  • Kovack Advisors's Truist Financial position peaked at $1.3M in Q4 2019.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.