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Leonteq Securities AG’s Truist Financial TFC Stock Holding History

Leonteq Securities AG’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 		$120K Sell
2,407
-1,492
-38% -$73.4K ﹤0.01% 662
2026
Q1 		$179K Buy
3,899
+3,897
+194,850% +$193K 0.01% 623
2025
Q4 		$98 Hold
2
– – ﹤0.01% 1409
2025
Q3 		$91 Sell
2
-859
-100% -$38.7K ﹤0.01% 1303
2025
Q2 		$37K Sell
861
-501
-37% -$19.6K ﹤0.01% 900
2025
Q1 		$56.4K Sell
1,362
-257
-16% -$11.4K ﹤0.01% 815
2024
Q4 		$70.2K Sell
1,619
-1,280
-44% -$57.1K ﹤0.01% 754
2024
Q3 		$124K Sell
2,899
-527
-15% -$22.3K 0.01% 583
2024
Q2 		$133K Sell
3,426
-473
-12% -$17.9K 0.01% 567
2024
Q1 		$152K Buy
3,899
+3,865
+11,368% +$141K 0.01% 556
2023
Q4 		$1.25K Buy
+34
New +$1.07K ﹤0.01% 1139
2021
Q3 		– Sell
-1,300
Closed -$72.2K – 1218
2021
Q2 		$72.2K Buy
+1,300
New +$76.4K ﹤0.01% 780

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

Leonteq Securities AG's TFC Position: Q2 2026 in Review

Leonteq Securities AG reduced its Truist Financial (TFC) stake by 38% in Q2 2026, selling an estimated $73.4K and leaving 2,407 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Leonteq Securities AG first reported a position in TFC in Q2 2021 and has held it in 12 quarters since. The position peaked at $179K in Q1 2026. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Leonteq Securities AG held 2,407 shares of Truist Financial worth $120K as of Q2 2026.
  • Leonteq Securities AG sold 1,492 Truist Financial shares in Q2 2026, an estimated $73.4K.
  • Truist Financial made up ﹤0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #662 holding.
  • Leonteq Securities AG first reported a position in Truist Financial in Q2 2021 and has held it in 12 quarters since.
  • Leonteq Securities AG's Truist Financial position peaked at $179K in Q1 2026.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.