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Norris Financial Group’s Truist Financial TFC Stock Holding History

Norris Financial 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 		$1.77M Sell
35,561
-616
-2% -$30.3K 0.71% 38
2026
Q1 		$1.66M Sell
36,177
-2,243
-6% -$111K 0.54% 49
2025
Q4 		$1.89M Buy
38,420
+327
+0.9% +$15.1K 0.64% 48
2025
Q3 		$1.74M Buy
38,093
+635
+2% +$28.6K 0.64% 47
2025
Q2 		$1.61M Sell
37,458
-1,455
-4% -$56.9K 0.66% 43
2025
Q1 		$1.6M Buy
38,913
+949
+2% +$42.3K 0.75% 37
2024
Q4 		$1.65M Sell
37,964
-974
-3% -$43.5K 0.77% 35
2024
Q3 		$1.67M Sell
38,938
-212
-0.5% -$8.95K 0.82% 34
2024
Q2 		$1.52M Sell
39,150
-1,088
-3% -$41.1K 0.79% 36
2024
Q1 		$1.57M Buy
+40,238
New +$1.47M 0.86% 33
2023
Q2 		– Sell
-43,906
Closed -$1.5M – 72
2023
Q1 		$1.5M Buy
43,906
+20,778
+90% +$907K 1.1% 31
2022
Q4 		$995K Sell
23,128
-121
-0.5% -$5.31K 0.84% 30
2022
Q3 		$1.01M Buy
23,249
+256
+1% +$12.3K 0.93% 29
2022
Q2 		$1.09M Buy
+22,993
New +$1.13M 0.88% 29

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

Norris Financial Group's TFC Position: Q2 2026 in Review

Norris Financial Group reduced its Truist Financial (TFC) stake by 1.7% in Q2 2026, selling an estimated $30.3K and leaving 35,561 shares worth $1.77M. The position accounts for 0.71% of the portfolio, ranked #38.

Norris Financial Group first reported a position in TFC in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.89M in Q4 2025. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Norris Financial Group held 35,561 shares of Truist Financial worth $1.77M as of Q2 2026.
  • Norris Financial Group sold 616 Truist Financial shares in Q2 2026, an estimated $30.3K.
  • Truist Financial made up 0.71% of Norris Financial Group's portfolio in Q2 2026, its #38 holding.
  • Norris Financial Group first reported a position in Truist Financial in Q2 2022 and has held it in 14 quarters since.
  • Norris Financial Group's Truist Financial position peaked at $1.89M in Q4 2025.
  • 1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.