LexAurum Advisors’s Truist Financial TFC Stock Holding History

LexAurum 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	$686K	Sell	13,777 -21	-0.2%	-$1.03K	0.08%	195
2026 Q1	$634K	Buy	+13,798	New	+$682K	0.08%	186
2025 Q3	$584K	Buy	12,772 +7,918	+163%	+$357K	0.08%	182
2025 Q2	$209K	Sell	4,854 -51	-1%	-$2K	0.03%	342
2025 Q1	$202K	Sell	4,905 -4	-0.1%	-$178	0.04%	330
2024 Q4	$213K	Sell	4,909 -2,192	-31%	-$97.8K	0.04%	306
2024 Q3	$304K	Sell	7,101 -100	-1%	-$4.22K	0.07%	229
2024 Q2	$280K	Sell	7,201 -100	-1%	-$3.78K	0.07%	234
2024 Q1	$285K	Sell	7,301 -12	-0.2%	-$439	0.07%	232
2023 Q4	$270K	Sell	7,313 -1,700	-19%	-$53.4K	0.07%	241
2023 Q3	$258K	Buy	+9,013	New	+$277K	0.08%	236
2023 Q1	–	Sell	-4,696	Closed	-$202K	–	269
2022 Q4	$202K	Hold	4,696	–	–	0.07%	233
2022 Q3	$204K	Buy	+4,696	New	+$226K	0.08%	224

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LexAurum Advisors's TFC Position: Q2 2026 in Review

LexAurum Advisors reduced its Truist Financial (TFC) stake by 0.15% in Q2 2026, selling an estimated $1.03K and leaving 13,777 shares worth $686K. The position accounts for 0.08% of the portfolio, ranked #195.

LexAurum Advisors first reported a position in TFC in Q3 2022 and has held it in 13 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

LexAurum Advisors held 13,777 shares of Truist Financial worth $686K as of Q2 2026.
LexAurum Advisors sold 21 Truist Financial shares in Q2 2026, an estimated $1.03K.
Truist Financial made up 0.08% of LexAurum Advisors's portfolio in Q2 2026, its #195 holding.
LexAurum Advisors first reported a position in Truist Financial in Q3 2022 and has held it in 13 quarters since.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.