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Lebenthal Global Advisors’s Truist Financial TFC Stock Holding History

Lebenthal Global 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 		– Sell
-20,273
Closed -$932K – 219
2026
Q1 		$932K Buy
20,273
+76
+0.4% +$3.75K 0.14% 119
2025
Q4 		$994K Sell
20,197
-99
-0.5% -$4.56K 0.15% 99
2025
Q3 		$928K Sell
20,296
-111
-0.5% -$5K 0.16% 96
2025
Q2 		$877K Sell
20,407
-423
-2% -$16.6K 0.16% 92
2025
Q1 		$857K Buy
20,830
+116
+0.6% +$5.17K 0.16% 83
2024
Q4 		$899K Buy
20,714
+812
+4% +$36.2K 0.16% 92
2024
Q3 		$851K Buy
19,902
+158
+0.8% +$6.67K 0.17% 86
2024
Q2 		$767K Sell
19,744
-18
-0.1% -$680 0.17% 85
2024
Q1 		$770K Buy
19,762
+1,131
+6% +$41.4K 0.17% 80
2023
Q4 		$688K Sell
18,631
-1,300
-7% -$40.8K 0.16% 82
2023
Q3 		$570K Sell
19,931
-981
-5% -$30.2K 0.17% 73
2023
Q2 		$635K Buy
20,912
+6,897
+49% +$214K 0.18% 57
2023
Q1 		$478K Sell
14,015
-1,951
-12% -$85.2K 0.15% 75
2022
Q4 		$687K Buy
15,966
+1,428
+10% +$62.6K 0.23% 44
2022
Q3 		$632K Hold
14,538
– – 0.29% 36
2022
Q2 		$689K Buy
14,538
+5,673
+64% +$280K 0.33% 34
2022
Q1 		$502K Buy
8,865
+3,090
+54% +$191K 0.21% 83
2021
Q4 		$338K Buy
+5,775
New +$353K 0.14% 117
2021
Q2 		– Sell
-4,289
Closed -$250K – 183
2021
Q1 		$250K Buy
4,289
+1,304
+44% +$71.5K 0.15% 113
2020
Q4 		$143K Buy
+2,985
New +$135K 0.1% 125

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
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

Lebenthal Global Advisors's TFC Position: Q2 2026 in Review

Lebenthal Global Advisors sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 20,273 shares — an estimated $932K sold.

Lebenthal Global Advisors first reported a position in TFC in Q4 2020 and held it in 20 quarters. The position peaked at $994K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Lebenthal Global Advisors reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Lebenthal Global Advisors sold 20,273 Truist Financial shares in Q2 2026, an estimated $932K.
  • Lebenthal Global Advisors first reported a position in Truist Financial in Q4 2020 and held it in 20 quarters.
  • Lebenthal Global Advisors's Truist Financial position peaked at $994K in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.