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Nicholas Hoffman & Company’s Truist Financial TFC Stock Holding History

Nicholas Hoffman & Company’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 		$2.53M Sell
50,880
-1,015
-2% -$49.9K 0.05% 72
2026
Q1 		$2.39M Sell
51,895
-46
-0.1% -$2.27K 0.06% 72
2025
Q4 		$2.56M Sell
51,941
-996
-2% -$45.9K 0.06% 68
2025
Q3 		$2.42M Sell
52,937
-115
-0.2% -$5.18K 0.06% 72
2025
Q2 		$2.28M Buy
53,052
+5
+0% +$196 0.06% 70
2025
Q1 		$2.18M Sell
53,047
-367
-0.7% -$16.4K 0.08% 66
2024
Q4 		$2.32M Sell
53,414
-2,256
-4% -$101K 0.09% 58
2024
Q3 		$2.38M Sell
55,670
-9,048
-14% -$382K 0.1% 61
2024
Q2 		$2.51M Buy
64,718
+3,208
+5% +$121K 0.12% 54
2024
Q1 		$2.4M Sell
61,510
-1,949
-3% -$71.3K 0.12% 55
2023
Q4 		$2.34M Sell
63,459
-460
-0.7% -$14.4K 0.14% 52
2023
Q3 		$1.83M Buy
63,919
+1,142
+2% +$35.1K 0.14% 63
2023
Q2 		$1.91M Sell
62,777
-507
-0.8% -$15.7K 0.07% 64
2023
Q1 		$2.16M Buy
63,284
+9,900
+19% +$432K 0.19% 53
2022
Q4 		$2.3M Sell
53,384
-221
-0.4% -$9.69K 0.25% 44
2022
Q3 		$2.33M Buy
53,605
+1,766
+3% +$85K 0.11% 39
2022
Q2 		$2.46M Sell
51,839
-637
-1% -$31.4K 0.12% 41
2022
Q1 		$2.98M Sell
52,476
-980
-2% -$60.5K 0.12% 34
2021
Q4 		$3.13M Sell
53,456
-499
-0.9% -$30.5K 0.1% 34
2021
Q3 		$3.16M Sell
53,955
-86
-0.2% -$4.81K 0.55% 32
2021
Q2 		$3M Buy
54,041
+51
+0.1% +$3K 0.54% 30
2021
Q1 		$3.15M Buy
53,990
+952
+2% +$52.2K 0.63% 25
2020
Q4 		$2.54M Sell
53,038
-278
-0.5% -$12.6K 0.59% 28
2020
Q3 		$2.03M Sell
53,316
-5,472
-9% -$206K 0.54% 31
2020
Q2 		$2.21M Sell
58,788
-2,255
-4% -$81.2K 0.64% 27
2020
Q1 		$1.88M Buy
61,043
+2,284
+4% +$108K 0.63% 31
2019
Q4 		$3.31M Buy
+58,759
New +$3.18M 0.91% 21

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nicholas Hoffman & Company's TFC Position: Q2 2026 in Review

Nicholas Hoffman & Company reduced its Truist Financial (TFC) stake by 2% in Q2 2026, selling an estimated $49.9K and leaving 50,880 shares worth $2.53M. The position accounts for 0.05% of the portfolio, ranked #72.

Nicholas Hoffman & Company first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.31M in Q4 2019. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Nicholas Hoffman & Company held 50,880 shares of Truist Financial worth $2.53M as of Q2 2026.
  • Nicholas Hoffman & Company sold 1,015 Truist Financial shares in Q2 2026, an estimated $49.9K.
  • Truist Financial made up 0.05% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #72 holding.
  • Nicholas Hoffman & Company first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Nicholas Hoffman & Company's Truist Financial position peaked at $3.31M in Q4 2019.
  • 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.