Motley Fool Asset Management’s Truist Financial TFC Stock Holding History

Motley Fool Asset Management’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	$4.33M	Sell	86,954 -14,506	-14%	-$714K	0.17%	107
2026 Q1	$4.66M	Sell	101,460 -19,351	-16%	-$956K	0.2%	99
2025 Q4	$5.95M	Buy	120,811 +31,767	+36%	+$1.46M	0.23%	98
2025 Q3	$4.07M	Buy	89,044 +21,917	+33%	+$988K	0.17%	114
2025 Q2	$2.89M	Buy	67,127 +6,408	+11%	+$251K	0.13%	121
2025 Q1	$2.5M	Sell	60,719 -261	-0.4%	-$11.6K	0.14%	121
2024 Q4	$2.65M	Buy	60,980 +7,081	+13%	+$316K	0.14%	120
2024 Q3	$2.25M	Buy	53,899 +1,907	+4%	+$80.5K	0.13%	122
2024 Q2	$2.04M	Buy	51,992 +12,562	+32%	+$475K	0.14%	115
2024 Q1	$1.54M	Buy	39,430 +2,706	+7%	+$99K	0.1%	144
2023 Q4	$1.36M	Buy	+36,724	New	+$1.15M	0.1%	134

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

Motley Fool Asset Management's TFC Position: Q2 2026 in Review

Motley Fool Asset Management reduced its Truist Financial (TFC) stake by 14% in Q2 2026, selling an estimated $714K and leaving 86,954 shares worth $4.33M. The position accounts for 0.17% of the portfolio, ranked #107.

Motley Fool Asset Management first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.95M in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Motley Fool Asset Management held 86,954 shares of Truist Financial worth $4.33M as of Q2 2026.
Motley Fool Asset Management sold 14,506 Truist Financial shares in Q2 2026, an estimated $714K.
Truist Financial made up 0.17% of Motley Fool Asset Management's portfolio in Q2 2026, its #107 holding.
Motley Fool Asset Management first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
Motley Fool Asset Management's Truist Financial position peaked at $5.95M in Q4 2025.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Motley Fool Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.