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Meitav Investment House’s Truist Financial TFC Stock Holding History

Meitav Investment House’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 		$1.31M Buy
26,209
+2,398
+10% +$118K 0.01% 219
2026
Q1 		$1.09M Sell
23,811
-5,021
-17% -$248K 0.01% 158
2025
Q4 		$1.42M Sell
28,832
-9,412
-25% -$433K 0.02% 159
2025
Q3 		$1.75M Buy
38,244
+6,098
+19% +$275K 0.02% 136
2025
Q2 		$1.38M Buy
32,146
+7,396
+30% +$289K 0.02% 136
2025
Q1 		$1.02M Buy
24,750
+4,196
+20% +$187K 0.02% 133
2024
Q4 		$892K Buy
20,554
+2,762
+16% +$123K 0.02% 138
2024
Q3 		$781K Buy
17,792
+545
+3% +$23K 0.01% 154
2024
Q2 		$653K Sell
17,247
-1,041
-6% -$39.3K 0.01% 156
2024
Q1 		$713K Sell
18,288
-390
-2% -$14.3K 0.01% 154
2023
Q4 		$697K Sell
18,678
-1,473
-7% -$46.2K 0.01% 228
2023
Q3 		$569K Buy
20,151
+6,789
+51% +$209K 0.01% 244
2023
Q2 		$409K Buy
+13,362
New +$415K 0.01% 291

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Meitav Investment House's TFC Position: Q2 2026 in Review

Meitav Investment House increased its Truist Financial (TFC) stake by 10% in Q2 2026, buying an estimated $118K and bringing the position to 26,209 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #219.

Meitav Investment House first reported a position in TFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.75M in Q3 2025. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Meitav Investment House held 26,209 shares of Truist Financial worth $1.31M as of Q2 2026.
  • Meitav Investment House bought 2,398 Truist Financial shares in Q2 2026, an estimated $118K.
  • Truist Financial made up 0.01% of Meitav Investment House's portfolio in Q2 2026, its #219 holding.
  • Meitav Investment House first reported a position in Truist Financial in Q2 2023 and has held it in 13 quarters since.
  • Meitav Investment House's Truist Financial position peaked at $1.75M in Q3 2025.
  • 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.