PTP
TFC icon

Platform Technology Partners’s Truist Financial TFC Stock Holding History

Platform Technology Partners’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 		$385K Buy
7,730
+49
+0.6% +$2.41K 0.06% 214
2026
Q1 		$353K Buy
7,681
+1,360
+22% +$67.2K 0.07% 200
2025
Q4 		$311K Sell
6,321
-9
-0.1% -$414 0.07% 199
2025
Q3 		$289K Sell
6,330
-117
-2% -$5.28K 0.07% 203
2025
Q2 		$277K Buy
+6,447
New +$252K 0.07% 202

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

Platform Technology Partners's TFC Position: Q2 2026 in Review

Platform Technology Partners increased its Truist Financial (TFC) stake by 0.64% in Q2 2026, buying an estimated $2.41K and bringing the position to 7,730 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #214.

Platform Technology Partners first reported a position in TFC in Q2 2025 and has held it in 5 quarters since. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Platform Technology Partners held 7,730 shares of Truist Financial worth $385K as of Q2 2026.
  • Platform Technology Partners bought 49 Truist Financial shares in Q2 2026, an estimated $2.41K.
  • Truist Financial made up 0.06% of Platform Technology Partners's portfolio in Q2 2026, its #214 holding.
  • Platform Technology Partners first reported a position in Truist Financial in Q2 2025 and has held it in 5 quarters since.
  • 1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.