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Millstone Evans Group’s Truist Financial TFC Stock Holding History

Millstone Evans Group’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 		$127K Hold
2,541
– – 0.07% 208
2026
Q1 		$117K Buy
2,541
+58
+2% +$2.87K 0.07% 212
2025
Q4 		$122K Hold
2,483
– – 0.07% 203
2025
Q3 		$114K Hold
2,483
– – 0.07% 195
2025
Q2 		$107K Hold
2,483
– – 0.07% 187
2025
Q1 		$102K Hold
2,483
– – 0.07% 195
2024
Q4 		$108K Buy
+2,483
New +$111K 0.07% 183

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Millstone Evans Group's TFC Position: Q2 2026 in Review

Millstone Evans Group held its Truist Financial (TFC) position steady in Q2 2026 at 2,541 shares worth $127K. The position accounts for 0.07% of the portfolio, ranked #208.

Millstone Evans Group first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Millstone Evans Group held 2,541 shares of Truist Financial worth $127K as of Q2 2026.
  • Millstone Evans Group left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.07% of Millstone Evans Group's portfolio in Q2 2026, its #208 holding.
  • Millstone Evans Group first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.