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Legacy Capital Group California’s Truist Financial TFC Stock Holding History

Legacy Capital Group California’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 		$639K Sell
12,817
-336
-3% -$16.5K 0.19% 158
2026
Q1 		$605K Sell
13,153
-1,475
-10% -$72.9K 0.23% 147
2025
Q4 		$720K Sell
14,628
-143
-1% -$6.59K 0.17% 156
2025
Q3 		$675K Buy
14,771
+4
+0% +$180 0.17% 159
2025
Q2 		$635K Sell
14,767
-163
-1% -$6.38K 0.18% 152
2025
Q1 		$614K Buy
14,930
+4,788
+47% +$213K 0.21% 131
2024
Q4 		$440K Sell
10,142
-100
-1% -$4.46K 0.13% 195
2024
Q3 		$438K Sell
10,242
-662
-6% -$28K 0.15% 185
2024
Q2 		$424K Buy
10,904
+107
+1% +$4.04K 0.15% 189
2024
Q1 		$421K Sell
10,797
-413
-4% -$15.1K 0.16% 186
2023
Q4 		$414K Sell
11,210
-27
-0.2% -$848 0.16% 185
2023
Q3 		$321K Buy
11,237
+102
+0.9% +$3.14K 0.14% 199
2023
Q2 		$338K Buy
11,135
+313
+3% +$9.72K 0.14% 197
2023
Q1 		$369K Buy
+10,822
New +$472K 0.18% 168

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

Legacy Capital Group California's TFC Position: Q2 2026 in Review

Legacy Capital Group California reduced its Truist Financial (TFC) stake by 2.6% in Q2 2026, selling an estimated $16.5K and leaving 12,817 shares worth $639K. The position accounts for 0.19% of the portfolio, ranked #158.

Legacy Capital Group California first reported a position in TFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $720K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Legacy Capital Group California held 12,817 shares of Truist Financial worth $639K as of Q2 2026.
  • Legacy Capital Group California sold 336 Truist Financial shares in Q2 2026, an estimated $16.5K.
  • Truist Financial made up 0.19% of Legacy Capital Group California's portfolio in Q2 2026, its #158 holding.
  • Legacy Capital Group California first reported a position in Truist Financial in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Truist Financial position peaked at $720K in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.