OAJ
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Ogorek Anthony Joseph’s Truist Financial TFC Stock Holding History

Ogorek Anthony Joseph’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 		$19K Hold
396
– – ﹤0.01% 308
2026
Q1 		$18K Sell
396
-85
-18% -$4.2K ﹤0.01% 306
2025
Q4 		$23K Sell
481
-65
-12% -$2.99K 0.01% 270
2025
Q3 		$24K Buy
546
+61
+13% +$2.75K 0.01% 262
2025
Q2 		$20K Sell
485
-113
-19% -$4.42K 0.01% 286
2025
Q1 		$24K Buy
+598
New +$26.6K 0.01% 243
2024
Q1 		– Sell
-83
Closed -$3K – 294
2023
Q4 		$3K Sell
83
-12,557
-99% -$394K ﹤0.01% 262
2023
Q3 		$361K Buy
12,640
+209
+2% +$6.43K 0.14% 69
2023
Q2 		$377K Buy
12,431
+200
+2% +$6.21K 0.14% 65
2023
Q1 		$417K Buy
12,231
+138
+1% +$6.02K 0.17% 62
2022
Q4 		$520K Buy
12,093
+136
+1% +$5.97K 0.23% 50
2022
Q3 		$520K Buy
11,957
+129
+1% +$6.21K 0.25% 48
2022
Q2 		$561K Sell
11,828
-1,583
-12% -$78.1K 0.26% 46
2022
Q1 		$760K Buy
13,411
+11,646
+660% +$719K 0.31% 40
2021
Q4 		$103K Buy
1,765
+7
+0.4% +$428 0.04% 63
2021
Q3 		$103K Buy
1,758
+8
+0.5% +$447 0.05% 62
2021
Q2 		$97K Buy
+1,750
New +$103K 0.04% 64

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

Ogorek Anthony Joseph's TFC Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Truist Financial (TFC) position steady in Q2 2026 at 396 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Ogorek Anthony Joseph first reported a position in TFC in Q2 2021 and has held it in 17 quarters since. The position peaked at $760K in Q1 2022. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Ogorek Anthony Joseph held 396 shares of Truist Financial worth $19K as of Q2 2026.
  • Ogorek Anthony Joseph left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #308 holding.
  • Ogorek Anthony Joseph first reported a position in Truist Financial in Q2 2021 and has held it in 17 quarters since.
  • Ogorek Anthony Joseph's Truist Financial position peaked at $760K in Q1 2022.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.