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LBMC Investment Advisors’s Truist Financial TFC Stock Holding History

LBMC Investment 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 		$407K Buy
8,160
+62
+0.8% +$3.05K 0.02% 170
2026
Q1 		$372K Hold
8,098
– – 0.02% 176
2025
Q4 		$399K Hold
8,098
– – 0.02% 152
2025
Q3 		$370K Hold
8,098
– – 0.02% 174
2025
Q2 		$348K Hold
8,098
– – 0.02% 158
2025
Q1 		$333K Sell
8,098
-317
-4% -$14.1K 0.03% 150
2024
Q4 		$365K Buy
8,415
+317
+4% +$14.1K 0.03% 140
2024
Q3 		$346K Hold
8,098
– – 0.03% 141
2024
Q2 		$315K Hold
8,098
– – 0.03% 141
2024
Q1 		$316K Buy
+8,098
New +$296K 0.03% 135

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

LBMC Investment Advisors's TFC Position: Q2 2026 in Review

LBMC Investment Advisors increased its Truist Financial (TFC) stake by 0.77% in Q2 2026, buying an estimated $3.05K and bringing the position to 8,160 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #170.

LBMC Investment Advisors first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • LBMC Investment Advisors held 8,160 shares of Truist Financial worth $407K as of Q2 2026.
  • LBMC Investment Advisors bought 62 Truist Financial shares in Q2 2026, an estimated $3.05K.
  • Truist Financial made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #170 holding.
  • LBMC Investment Advisors first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.