Loring Wolcott & Coolidge Fiduciary Advisors’s Truist Financial TFC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$21.9K	Hold	440	–	–	﹤0.01%	485
2026 Q1	$21.8K	Buy	+440	New	+$21.7K	﹤0.01%	484
2023 Q4	–	Sell	-1,096	Closed	-$32.8K	–	596
2023 Q3	$32.8K	Sell	1,096 -350	-24%	-$10.8K	﹤0.01%	451
2023 Q2	$43.9K	Buy	1,446 +350	+32%	+$10.9K	﹤0.01%	438
2023 Q1	$37.4K	Hold	1,096	–	–	﹤0.01%	437
2022 Q4	$47.2K	Sell	1,096 -15	-1%	-$658	﹤0.01%	408
2022 Q3	$48K	Hold	1,111	–	–	﹤0.01%	416
2022 Q2	$53K	Buy	1,111 +15	+1%	+$740	﹤0.01%	420
2022 Q1	$62K	Hold	1,096	–	–	﹤0.01%	421
2021 Q4	$64K	Hold	1,096	–	–	﹤0.01%	438
2021 Q3	$64K	Sell	1,096 -585	-35%	-$32.7K	﹤0.01%	436
2021 Q2	$93K	Buy	+1,681	New	+$98.8K	﹤0.01%	408
2021 Q1	–	Sell	-2,705	Closed	-$130K	–	658
2020 Q4	$130K	Sell	2,705 -615	-19%	-$27.8K	﹤0.01%	321
2020 Q3	$126K	Hold	3,320	–	–	﹤0.01%	300
2020 Q2	$125K	Hold	3,320	–	–	﹤0.01%	285
2020 Q1	$102K	Sell	3,320 -1,500	-31%	-$70.9K	﹤0.01%	293
2019 Q4	$271K	Buy	+4,820	New	+$261K	﹤0.01%	242
2019 Q1	–	Sell	-1,800	Closed	-$78K	–	759
2018 Q4	$78K	Buy	+1,800	New	+$86.4K	﹤0.01%	354
2018 Q2	–	Sell	-279	Closed	-$15K	–	729
2018 Q1	$15K	Hold	279	–	–	﹤0.01%	560
2017 Q4	$14K	Buy	279 +265	+1,893%	+$12.8K	﹤0.01%	548
2017 Q3	$0	Buy	+14	New	+$644	﹤0.01%	894
2017 Q2	–	Sell	-400	Closed	-$18K	–	652
2017 Q1	$18K	Buy	+400	New	+$18.7K	﹤0.01%	503
2014 Q3	–	Sell	-131	Closed	-$5K	–	616
2014 Q2	$5K	Hold	131	–	–	﹤0.01%	589
2014 Q1	$5K	Sell	131 -773	-86%	-$29.6K	﹤0.01%	585
2013 Q4	$34K	Sell	904 -149	-14%	-$5.15K	﹤0.01%	426
2013 Q3	$36K	Hold	1,053	–	–	﹤0.01%	395
2013 Q2	$36K	Buy	+1,053	New	+$33.6K	﹤0.01%	425

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TFC Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Truist Financial (TFC) position steady in Q2 2026 at 440 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TFC in Q2 2013 and has held it in 27 quarters since. The position peaked at $271K in Q4 2019. 1,304 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 440 shares of Truist Financial worth $21.9K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #485 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 27 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Truist Financial position peaked at $271K in Q4 2019.
1,304 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.