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New Age Alpha Advisors’s Truist Financial TFC Stock Holding History

New Age Alpha Advisors’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 		$955K Sell
19,167
-41,037
-68% -$2.02M 0.04% 474
2026
Q1 		$2.77M Buy
60,204
+399
+0.7% +$19.7K 0.13% 233
2025
Q4 		$2.94M Buy
+59,805
New +$2.75M 0.13% 250
2025
Q2 		– Sell
-85,359
Closed -$3.51M – 975
2025
Q1 		$3.51M Sell
85,359
-11,813
-12% -$526K 0.16% 199
2024
Q4 		$4.22M Buy
+97,172
New +$4.34M 0.17% 168

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

New Age Alpha Advisors's TFC Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Truist Financial (TFC) stake by 68% in Q2 2026, selling an estimated $2.02M and leaving 19,167 shares worth $955K. The position accounts for 0.04% of the portfolio, ranked #474.

New Age Alpha Advisors first reported a position in TFC in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.22M in Q4 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • New Age Alpha Advisors held 19,167 shares of Truist Financial worth $955K as of Q2 2026.
  • New Age Alpha Advisors sold 41,037 Truist Financial shares in Q2 2026, an estimated $2.02M.
  • Truist Financial made up 0.04% of New Age Alpha Advisors's portfolio in Q2 2026, its #474 holding.
  • New Age Alpha Advisors first reported a position in Truist Financial in Q4 2024 and has held it in 5 quarters since.
  • New Age Alpha Advisors's Truist Financial position peaked at $4.22M in Q4 2024.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.