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Luken Investment Analytics’s Truist Financial TFC Stock Holding History

Luken Investment Analytics’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 		$57.9K Buy
+1,163
New +$57.2K 0.02% 95
2026
Q1 		– Sell
-15
Closed -$738 – 374
2025
Q4 		$738 Buy
+15
New +$691 ﹤0.01% 270
2023
Q3 		– Sell
-1,836
Closed -$55.7K – 154
2023
Q2 		$55.7K Buy
+1,836
New +$57K 0.03% 69
2023
Q1 		– Sell
-129
Closed -$5.55K – 142
2022
Q4 		$5.55K Buy
+129
New +$5.66K ﹤0.01% 121

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

Luken Investment Analytics's TFC Position: Q2 2026 in Review

Luken Investment Analytics opened a new position in Truist Financial (TFC) in Q2 2026: 1,163 shares worth $57.9K. The stake represents 0.02% of the portfolio and ranks #95 among its holdings. This is a return to the name: Luken Investment Analytics previously reported a position in TFC as recently as Q4 2025.

Luken Investment Analytics first reported a position in TFC in Q4 2022 and has held it in 4 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Luken Investment Analytics held 1,163 shares of Truist Financial worth $57.9K as of Q2 2026.
  • Truist Financial was a new Luken Investment Analytics position in Q2 2026.
  • Truist Financial made up 0.02% of Luken Investment Analytics's portfolio in Q2 2026, its #95 holding.
  • Luken Investment Analytics first reported a position in Truist Financial in Q4 2022 and has held it in 4 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.