LRI Investments’s Truist Financial TFC Stock Holding History

LRI Investments’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	$199K	Sell	3,993 -376	-9%	-$18.5K	0.02%	322
2026 Q1	$201K	Sell	4,369 -1,142	-21%	-$56.4K	0.02%	285
2025 Q4	$271K	Buy	5,511 +1,050	+24%	+$48.4K	0.02%	243
2025 Q3	$204K	Buy	4,461 +282	+7%	+$12.7K	0.02%	291
2025 Q2	$180K	Hold	4,179	–	–	0.02%	312
2025 Q1	$172K	Hold	4,179	–	–	0.02%	294
2024 Q4	$181K	Sell	4,179 -827	-17%	-$36.9K	0.02%	293
2024 Q3	$232K	Buy	5,006 +2,222	+80%	+$93.8K	0.02%	248
2024 Q2	$108K	Buy	2,784 +2,693	+2,959%	+$102K	0.01%	366
2024 Q1	$3.55K	Buy	+91	New	+$3.33K	﹤0.01%	680

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

LRI Investments's TFC Position: Q2 2026 in Review

LRI Investments reduced its Truist Financial (TFC) stake by 8.6% in Q2 2026, selling an estimated $18.5K and leaving 3,993 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #322.

LRI Investments first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $271K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

LRI Investments held 3,993 shares of Truist Financial worth $199K as of Q2 2026.
LRI Investments sold 376 Truist Financial shares in Q2 2026, an estimated $18.5K.
Truist Financial made up 0.02% of LRI Investments's portfolio in Q2 2026, its #322 holding.
LRI Investments first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Truist Financial position peaked at $271K in Q4 2025.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.