Morris Financial Concepts’s Truist Financial TFC Stock Holding History

Morris Financial Concepts’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	$298K	Sell	5,980 -505	-8%	-$24.8K	0.09%	111
2026 Q1	$298K	Sell	6,485 -575	-8%	-$28.4K	0.1%	103
2025 Q4	$347K	Sell	7,060 -628	-8%	-$28.9K	0.12%	92
2025 Q3	$351K	Hold	7,688	–	–	0.13%	90
2025 Q2	$331K	Hold	7,688	–	–	0.13%	92
2025 Q1	$316K	Hold	7,688	–	–	0.13%	92
2024 Q4	$334K	Hold	7,688	–	–	0.14%	86
2024 Q3	$329K	Hold	7,688	–	–	0.14%	84
2024 Q2	$299K	Buy	7,688 +477	+7%	+$18K	0.14%	80
2024 Q1	$281K	Sell	7,211 -83	-1%	-$3.04K	0.14%	85
2023 Q4	$269K	Hold	7,294	–	–	0.15%	80
2023 Q3	$209K	Hold	7,294	–	–	0.14%	83
2023 Q2	$221K	Hold	7,294	–	–	0.14%	83
2023 Q1	$249K	Buy	7,294 +2,541	+53%	+$111K	0.18%	73
2022 Q4	$205K	Hold	4,753	–	–	0.17%	76
2022 Q3	$207K	Hold	4,753	–	–	0.21%	62
2022 Q2	$225K	Hold	4,753	–	–	0.21%	63
2022 Q1	$269K	Sell	4,753 -275	-5%	-$17K	0.22%	58
2021 Q4	$294K	Buy	+5,028	New	+$307K	0.25%	50

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morris Financial Concepts's TFC Position: Q2 2026 in Review

Morris Financial Concepts reduced its Truist Financial (TFC) stake by 7.8% in Q2 2026, selling an estimated $24.8K and leaving 5,980 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #111.

Morris Financial Concepts first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $351K in Q3 2025. 1,705 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Morris Financial Concepts held 5,980 shares of Truist Financial worth $298K as of Q2 2026.
Morris Financial Concepts sold 505 Truist Financial shares in Q2 2026, an estimated $24.8K.
Truist Financial made up 0.09% of Morris Financial Concepts's portfolio in Q2 2026, its #111 holding.
Morris Financial Concepts first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
Morris Financial Concepts's Truist Financial position peaked at $351K in Q3 2025.
1,705 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.