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POM Investment Strategies’s Truist Financial TFC Stock Holding History

POM Investment Strategies’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 		$4.43K Sell
89
-500
-85% -$24.6K 0.01% 206
2026
Q1 		$27.1K Hold
589
– – 0.03% 144
2025
Q4 		$29K Buy
+589
New +$27.1K 0.01% 91
2025
Q1 		– Sell
-2,394
Closed -$104K – 358
2024
Q4 		$104K Buy
2,394
+1,301
+119% +$58.1K 0.08% 55
2024
Q3 		$46.8K Sell
1,093
-542
-33% -$22.9K 0.04% 72
2024
Q2 		$63.5K Buy
1,635
+22
+1% +$831 0.05% 66
2024
Q1 		$62.9K Sell
1,613
-128
-7% -$4.68K 0.05% 60
2023
Q4 		$64.3K Buy
+1,741
New +$54.7K 0.06% 53

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

POM Investment Strategies's TFC Position: Q2 2026 in Review

POM Investment Strategies reduced its Truist Financial (TFC) stake by 85% in Q2 2026, selling an estimated $24.6K and leaving 89 shares worth $4.43K. The position accounts for 0.01% of the portfolio, ranked #206.

POM Investment Strategies first reported a position in TFC in Q4 2023 and has held it in 8 quarters since. The position peaked at $104K in Q4 2024. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • POM Investment Strategies held 89 shares of Truist Financial worth $4.43K as of Q2 2026.
  • POM Investment Strategies sold 500 Truist Financial shares in Q2 2026, an estimated $24.6K.
  • Truist Financial made up 0.01% of POM Investment Strategies's portfolio in Q2 2026, its #206 holding.
  • POM Investment Strategies first reported a position in Truist Financial in Q4 2023 and has held it in 8 quarters since.
  • POM Investment Strategies's Truist Financial position peaked at $104K in Q4 2024.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.