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NBC Securities’s Truist Financial TFC Stock Holding History

NBC Securities’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 		$506K Sell
10,153
-761
-7% -$37.4K 0.03% 518
2026
Q1 		$502K Buy
10,914
+196
+2% +$9.69K 0.04% 508
2025
Q4 		$527K Sell
10,718
-4,856
-31% -$224K 0.04% 486
2025
Q3 		$712K Sell
15,574
-562
-3% -$25.3K 0.05% 378
2025
Q2 		$693K Sell
16,136
-21,780
-57% -$852K 0.06% 375
2025
Q1 		$1.56M Buy
37,916
+37,883
+114,797% +$1.69M 0.13% 168
2024
Q4 		$1.47K Sell
33
-39,002
-100% -$1.74M 0.13% 172
2024
Q3 		$1.67M Sell
39,035
-1,162
-3% -$49.1K 0.14% 159
2024
Q2 		$1.56M Sell
40,197
-1,181
-3% -$44.6K 0.14% 148
2024
Q1 		$1.61M Buy
41,378
+50
+0.1% +$1.83K 0.15% 139
2023
Q4 		$1.52M Buy
41,328
+9
+0% +$283 0.15% 130
2023
Q3 		$1.18M Buy
+41,319
New +$1.27M 0.13% 153

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

NBC Securities's TFC Position: Q2 2026 in Review

NBC Securities reduced its Truist Financial (TFC) stake by 7% in Q2 2026, selling an estimated $37.4K and leaving 10,153 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #518.

NBC Securities first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.67M in Q3 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • NBC Securities held 10,153 shares of Truist Financial worth $506K as of Q2 2026.
  • NBC Securities sold 761 Truist Financial shares in Q2 2026, an estimated $37.4K.
  • Truist Financial made up 0.03% of NBC Securities's portfolio in Q2 2026, its #518 holding.
  • NBC Securities first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Truist Financial position peaked at $1.67M in Q3 2024.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.