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Procyon Advisors’s Truist Financial TFC Stock Holding History

Procyon 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 		$1.19M Sell
23,890
-1,530
-6% -$75.3K 0.05% 256
2026
Q1 		$1.17M Sell
25,420
-11,216
-31% -$554K 0.06% 253
2025
Q4 		$1.8M Sell
36,636
-4,830
-12% -$222K 0.09% 191
2025
Q3 		$1.9M Buy
41,466
+541
+1% +$24.4K 0.11% 156
2025
Q2 		$1.76M Buy
40,925
+16,452
+67% +$644K 0.17% 120
2025
Q1 		$917K Buy
24,473
+8,204
+50% +$366K 0.06% 272
2024
Q4 		$706K Sell
16,269
-553
-3% -$24.7K 0.04% 288
2024
Q3 		$719K Sell
16,822
-594
-3% -$25.1K 0.05% 279
2024
Q2 		$677K Sell
17,416
-689
-4% -$26K 0.05% 273
2024
Q1 		$706K Sell
18,105
-879
-5% -$32.2K 0.05% 270
2023
Q4 		$701K Sell
18,984
-1,762
-8% -$55.3K 0.06% 259
2023
Q3 		$594K Sell
20,746
-2,471
-11% -$76K 0.06% 271
2023
Q2 		$705K Sell
23,217
-143
-0.6% -$4.44K 0.09% 214
2023
Q1 		$797K Buy
23,360
+2,567
+12% +$112K 0.13% 156
2022
Q4 		$895K Buy
20,793
+8,379
+67% +$368K 0.16% 138
2022
Q3 		$541K Buy
12,414
+544
+5% +$26.2K 0.13% 151
2022
Q2 		$563K Buy
11,870
+2,994
+34% +$148K 0.12% 161
2022
Q1 		$503K Buy
8,876
+177
+2% +$10.9K 0.1% 183
2021
Q4 		$509K Buy
8,699
+622
+8% +$38K 0.11% 184
2021
Q3 		$474K Buy
8,077
+3,020
+60% +$169K 0.12% 163
2021
Q2 		$281K Buy
+5,057
New +$297K 0.08% 231
2020
Q3 		– Sell
-2,160
Closed -$81K – 964
2020
Q2 		$81K Buy
2,160
+80
+4% +$2.88K 0.04% 320
2020
Q1 		$64K Buy
2,080
+265
+15% +$12.5K 0.04% 303
2019
Q4 		$102K Buy
+1,815
New +$98.3K 0.06% 259

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Procyon Advisors's TFC Position: Q2 2026 in Review

Procyon Advisors reduced its Truist Financial (TFC) stake by 6% in Q2 2026, selling an estimated $75.3K and leaving 23,890 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #256.

Procyon Advisors first reported a position in TFC in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.9M in Q3 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Procyon Advisors held 23,890 shares of Truist Financial worth $1.19M as of Q2 2026.
  • Procyon Advisors sold 1,530 Truist Financial shares in Q2 2026, an estimated $75.3K.
  • Truist Financial made up 0.05% of Procyon Advisors's portfolio in Q2 2026, its #256 holding.
  • Procyon Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 24 quarters since.
  • Procyon Advisors's Truist Financial position peaked at $1.9M in Q3 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.