LPL Financial
TFC icon

LPL Financial’s Truist Financial TFC Stock Holding History

LPL Financial’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 		– Sell
-18,000
Closed -$827K – 6350
2026
Q1 		$827K Sell
18,000
-8,500
-32% -$420K ﹤0.01% 4343
2025
Q4 		$1.3M Sell
26,500
-10,000
-27% -$461K ﹤0.01% 3805
2025
Q3 		$1.67M Sell
36,500
-74,700
-67% -$3.37M ﹤0.01% 3486
2025
Q2 		$4.78M Buy
111,200
+55,700
+100% +$2.18M ﹤0.01% 2348
2025
Q1 		$2.28M Buy
+55,500
New +$2.47M ﹤0.01% 2825
2024
Q3 		– Sell
-6,100
Closed -$237K – 5281
2024
Q2 		$237K Buy
6,100
+5,981
+5,026% +$226K ﹤0.01% 4439
2024
Q1 		$464K Sell
119
-14,181
-99% -$519K ﹤0.01% 3851
2023
Q4 		$528K Buy
+14,300
New +$449K ﹤0.01% 3621
2023
Q3 		– Sell
-17,100
Closed -$519K – 4792
2023
Q2 		$519K Buy
+17,100
New +$531K ﹤0.01% 3414

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

LPL Financial's TFC Position: Q2 2026 in Review

LPL Financial reduced its Truist Financial (TFC) stake by 9.3% in Q2 2026, selling an estimated $22.5M and leaving 4,483,086 shares worth $223M. The position accounts for 0.05% of the portfolio, ranked #361.

LPL Financial first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $239M in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • LPL Financial held 4,483,086 shares of Truist Financial worth $223M as of Q2 2026.
  • LPL Financial sold 457,801 Truist Financial shares in Q2 2026, an estimated $22.5M.
  • Truist Financial made up 0.05% of LPL Financial's portfolio in Q2 2026, its #361 holding.
  • LPL Financial first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Truist Financial position peaked at $239M in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.