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Orion Capital Management’s Truist Financial TFC Stock Holding History

Orion Capital Management’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 		$19.8K Buy
397
+4
+1% +$197 0.01% 362
2026
Q1 		$18.1K Buy
393
+4
+1% +$198 0.01% 331
2025
Q4 		$19.1K Buy
389
+4
+1% +$184 0.01% 350
2025
Q3 		$17.6K Buy
385
+57
+17% +$2.57K 0.01% 351
2025
Q2 		$14.1K Buy
328
+4
+1% +$157 0.01% 344
2025
Q1 		$13.3K Buy
324
+109
+51% +$4.86K 0.01% 339
2024
Q4 		$9.33K Buy
+215
New +$9.6K ﹤0.01% 361
2023
Q4 		– Sell
-129
Closed -$3.69K – 531
2023
Q3 		$3.69K Buy
+129
New +$3.97K ﹤0.01% 428

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

Orion Capital Management's TFC Position: Q2 2026 in Review

Orion Capital Management increased its Truist Financial (TFC) stake by 1% in Q2 2026, buying an estimated $197 and bringing the position to 397 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #362.

Orion Capital Management first reported a position in TFC in Q3 2023 and has held it in 8 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Orion Capital Management held 397 shares of Truist Financial worth $19.8K as of Q2 2026.
  • Orion Capital Management bought 4 Truist Financial shares in Q2 2026, an estimated $197.
  • Truist Financial made up 0.01% of Orion Capital Management's portfolio in Q2 2026, its #362 holding.
  • Orion Capital Management first reported a position in Truist Financial in Q3 2023 and has held it in 8 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.