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Oarsman Capital’s Truist Financial TFC Stock Holding History

Oarsman Capital’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 		$251K Buy
+5,046
New +$248K 0.03% 211
2025
Q1 		– Sell
-3,473
Closed -$151K – 777
2024
Q4 		$151K Hold
3,473
– – 0.03% 271
2024
Q3 		$149K Buy
+3,473
New +$147K 0.03% 280

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 $3.38T AUM 44.17% 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

Oarsman Capital's TFC Position: Q2 2026 in Review

Oarsman Capital opened a new position in Truist Financial (TFC) in Q2 2026: 5,046 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #211 among its holdings. This is a return to the name: Oarsman Capital previously reported a position in TFC as recently as Q4 2024.

Oarsman Capital first reported a position in TFC in Q3 2024 and has held it in 3 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Oarsman Capital held 5,046 shares of Truist Financial worth $251K as of Q2 2026.
  • Truist Financial was a new Oarsman Capital position in Q2 2026.
  • Truist Financial made up 0.03% of Oarsman Capital's portfolio in Q2 2026, its #211 holding.
  • Oarsman Capital first reported a position in Truist Financial in Q3 2024 and has held it in 3 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.