Lloyd Advisory Services’s Truist Financial TFC Stock Holding History

Lloyd Advisory Services’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	$131K	Buy	+2,632	New	+$129K	0.05%	156
2026 Q1	–	Sell	-4,471	Closed	-$220K	–	1031
2025 Q4	$220K	Sell	4,471 -179	-4%	-$8.24K	0.09%	110
2025 Q3	$213K	Buy	+4,650	New	+$210K	0.1%	93
2024 Q2	–	Sell	-24,480	Closed	-$954K	–	182
2024 Q1	$954K	Buy	24,480 +16,602	+211%	+$607K	0.2%	90
2023 Q4	$291K	Buy	+7,878	New	+$247K	0.14%	90
2022 Q3	–	Sell	-4,263	Closed	-$201K	–	71
2022 Q2	$201K	Buy	4,263 +1,805	+73%	+$89K	0.16%	64
2022 Q1	$139K	Buy	2,458 +29	+1%	+$1.79K	0.06%	127
2021 Q4	$142K	Buy	2,429 +55	+2%	+$3.36K	0.07%	114
2021 Q3	$139K	Buy	2,374 +951	+67%	+$53.1K	0.07%	108
2021 Q2	$79K	Buy	1,423 +89	+7%	+$5.23K	0.04%	132
2021 Q1	$78K	Buy	1,334 +1,055	+378%	+$57.8K	0.04%	113
2020 Q4	$13K	Sell	279 -66	-19%	-$2.99K	0.01%	190
2020 Q3	$13K	Buy	345 +227	+192%	+$8.55K	0.01%	172
2020 Q2	$4K	Buy	118 +6	+5%	+$216	﹤0.01%	236
2020 Q1	$3K	Hold	112	–	–	﹤0.01%	206
2019 Q4	$6K	Buy	+112	New	+$6.06K	0.01%	246

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Lloyd Advisory Services's TFC Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Truist Financial (TFC) in Q2 2026: 2,632 shares worth $131K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in TFC as recently as Q4 2025.

Lloyd Advisory Services first reported a position in TFC in Q4 2019 and has held it in 16 quarters since. The position peaked at $954K in Q1 2024. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Lloyd Advisory Services held 2,632 shares of Truist Financial worth $131K as of Q2 2026.
Truist Financial was a new Lloyd Advisory Services position in Q2 2026.
Truist Financial made up 0.05% of Lloyd Advisory Services's portfolio in Q2 2026, its #156 holding.
Lloyd Advisory Services first reported a position in Truist Financial in Q4 2019 and has held it in 16 quarters since.
Lloyd Advisory Services's Truist Financial position peaked at $954K in Q1 2024.
1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.