KF
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Krilogy Financial’s Truist Financial TFC Stock Holding History

Krilogy Financial’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 		$339K Buy
6,795
+97
+1% +$4.77K 0.01% 773
2026
Q1 		$331K Sell
6,698
-1,391
-17% -$68.7K 0.01% 700
2025
Q4 		$406K Sell
8,089
-5,801
-42% -$267K 0.01% 634
2025
Q3 		$612K Buy
+13,890
New +$626K 0.02% 464
2018
Q4 		– Sell
-35
Closed -$2K – 618
2018
Q3 		$2K Buy
+35
New +$1.8K ﹤0.01% 746

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

Krilogy Financial's TFC Position: Q2 2026 in Review

Krilogy Financial increased its Truist Financial (TFC) stake by 1.4% in Q2 2026, buying an estimated $4.77K and bringing the position to 6,795 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #773.

Krilogy Financial first reported a position in TFC in Q3 2018 and has held it in 5 quarters since. The position peaked at $612K in Q3 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Krilogy Financial held 6,795 shares of Truist Financial worth $339K as of Q2 2026.
  • Krilogy Financial bought 97 Truist Financial shares in Q2 2026, an estimated $4.77K.
  • Truist Financial made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #773 holding.
  • Krilogy Financial first reported a position in Truist Financial in Q3 2018 and has held it in 5 quarters since.
  • Krilogy Financial's Truist Financial position peaked at $612K in Q3 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.