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Operose Advisors’s Truist Financial TFC Stock Holding History

Operose 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 		$349 Buy
+7
New +$344 ﹤0.01% 510
2025
Q1 		– Sell
-185
Closed -$8.03K – 448
2024
Q4 		$8.03K Sell
185
-995
-84% -$44.4K ﹤0.01% 322
2024
Q3 		$50.5K Buy
1,180
+865
+275% +$36.5K 0.02% 273
2024
Q2 		$12.2K Hold
315
– – ﹤0.01% 419
2024
Q1 		$12.3K Sell
315
-574
-65% -$21K ﹤0.01% 458
2023
Q4 		$32.8K Sell
889
-211
-19% -$6.62K 0.01% 277
2023
Q3 		$31.5K Buy
+1,100
New +$33.8K 0.01% 393
2023
Q1 		– Sell
-418
Closed -$18K – 390
2022
Q4 		$18K Hold
418
– – 0.01% 229
2022
Q3 		$18K Buy
+418
New +$20.1K 0.01% 224

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

Operose Advisors's TFC Position: Q2 2026 in Review

Operose Advisors opened a new position in Truist Financial (TFC) in Q2 2026: 7 shares worth $349. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: Operose Advisors previously reported a position in TFC as recently as Q4 2024.

Operose Advisors first reported a position in TFC in Q3 2022 and has held it in 9 quarters since. The position peaked at $50.5K in Q3 2024. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Operose Advisors held 7 shares of Truist Financial worth $349 as of Q2 2026.
  • Truist Financial was a new Operose Advisors position in Q2 2026.
  • Truist Financial made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #510 holding.
  • Operose Advisors first reported a position in Truist Financial in Q3 2022 and has held it in 9 quarters since.
  • Operose Advisors's Truist Financial position peaked at $50.5K in Q3 2024.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.