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Nalls Sherbakoff Group’s Truist Financial TFC Stock Holding History

Nalls Sherbakoff 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 		$579K Hold
11,622
– – 0.41% 46
2026
Q1 		$534K Hold
11,622
– – 0.39% 47
2025
Q4 		$572K Hold
11,622
– – 0.41% 48
2025
Q3 		$531K Hold
11,622
– – 0.36% 52
2025
Q2 		$500K Hold
11,622
– – 0.36% 53
2025
Q1 		$478K Buy
+11,622
New +$518K 0.39% 49
2023
Q4 		$442K Buy
11,962
+168
+1% +$5.27K 0.39% 45
2023
Q3 		$337K Buy
11,794
+335
+3% +$10.3K 0.33% 49
2023
Q2 		$349K Hold
11,459
– – 0.34% 48
2023
Q1 		$388K Buy
+11,459
New +$500K 0.39% 47
2018
Q4 		$35K Buy
+800
New +$38.4K 0.06% 172

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

Nalls Sherbakoff Group's TFC Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Truist Financial (TFC) position steady in Q2 2026 at 11,622 shares worth $579K. The position accounts for 0.41% of the portfolio, ranked #46.

Nalls Sherbakoff Group first reported a position in TFC in Q4 2018 and has held it in 11 quarters since. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Nalls Sherbakoff Group held 11,622 shares of Truist Financial worth $579K as of Q2 2026.
  • Nalls Sherbakoff Group left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.41% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #46 holding.
  • Nalls Sherbakoff Group first reported a position in Truist Financial in Q4 2018 and has held it in 11 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.