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Larson Financial Group’s Truist Financial TFC Stock Holding History

Larson Financial Group’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 		$3.5M Sell
70,258
-617
-0.9% -$30.4K 0.09% 180
2026
Q1 		$3.26M Sell
70,875
-1,466
-2% -$72.4K 0.1% 170
2025
Q4 		$3.56M Buy
72,341
+7,565
+12% +$348K 0.12% 157
2025
Q3 		$2.96M Sell
64,776
-4,581
-7% -$207K 0.1% 174
2025
Q2 		$2.98M Buy
69,357
+67,193
+3,105% +$2.63M 0.12% 165
2025
Q1 		$89.1K Buy
2,164
+323
+18% +$14.4K ﹤0.01% 829
2024
Q4 		$79.9K Buy
1,841
+358
+24% +$16K ﹤0.01% 771
2024
Q3 		$63.4K Sell
1,483
-971
-40% -$41K ﹤0.01% 841
2024
Q2 		$95.3K Buy
2,454
+456
+23% +$17.2K 0.01% 663
2024
Q1 		$77.9K Buy
1,998
+24
+1% +$878 0.01% 594
2023
Q4 		$72.9K Sell
1,974
-218
-10% -$6.84K 0.01% 552
2023
Q3 		$62.7K Buy
2,192
+6
+0.3% +$185 0.01% 549
2023
Q2 		$66.3K Buy
2,186
+209
+11% +$6.49K 0.01% 493
2023
Q1 		$67.4K Hold
1,977
– – 0.01% 490
2022
Q4 		$85.1K Sell
1,977
-1,000
-34% -$43.9K 0.01% 431
2022
Q3 		$130K Buy
2,977
+215
+8% +$10.3K 0.02% 328
2022
Q2 		$131K Hold
2,762
– – 0.02% 227
2022
Q1 		$157K Hold
2,762
– – 0.03% 221
2021
Q4 		$162K Buy
2,762
+1,680
+155% +$103K 0.03% 215
2021
Q3 		$63K Hold
1,082
– – 0.01% 259
2021
Q2 		$60K Hold
1,082
– – 0.01% 248
2021
Q1 		$63K Sell
1,082
-167
-13% -$9.15K 0.02% 222
2020
Q4 		$60K Buy
1,249
+25
+2% +$1.13K 0.02% 193
2020
Q3 		$47K Sell
1,224
-1
-0.1% -$38 0.02% 212
2020
Q2 		$46K Buy
1,225
+109
+10% +$3.93K 0.02% 194
2020
Q1 		$34K Sell
1,116
-17
-2% -$804 0.02% 181
2019
Q4 		$64K Buy
1,133
+1,083
+2,166% +$58.6K 0.04% 135
2019
Q3 		$3K Buy
+50
New +$2.48K ﹤0.01% 416

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

Larson Financial Group's TFC Position: Q2 2026 in Review

Larson Financial Group reduced its Truist Financial (TFC) stake by 0.87% in Q2 2026, selling an estimated $30.4K and leaving 70,258 shares worth $3.5M. The position accounts for 0.09% of the portfolio, ranked #180.

Larson Financial Group first reported a position in TFC in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.56M in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Larson Financial Group held 70,258 shares of Truist Financial worth $3.5M as of Q2 2026.
  • Larson Financial Group sold 617 Truist Financial shares in Q2 2026, an estimated $30.4K.
  • Truist Financial made up 0.09% of Larson Financial Group's portfolio in Q2 2026, its #180 holding.
  • Larson Financial Group first reported a position in Truist Financial in Q3 2019 and has held it in 28 quarters since.
  • Larson Financial Group's Truist Financial position peaked at $3.56M in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.