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Proficio Capital Partners’s Truist Financial TFC Stock Holding History

Proficio Capital 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 		$266K Buy
+5,339
New +$263K 0.01% 553
2022
Q3 		– Sell
-6,841
Closed -$324K – 286
2022
Q2 		$324K Sell
6,841
-2,853
-29% -$141K 0.06% 177
2022
Q1 		$550K Buy
9,694
+4,248
+78% +$262K 0.08% 127
2021
Q4 		$319K Buy
5,446
+18
+0.3% +$1.1K 0.04% 199
2021
Q3 		$318K Sell
5,428
-1,096
-17% -$61.2K 0.04% 202
2021
Q2 		$362K Sell
6,524
-1,735
-21% -$102K 0.04% 184
2021
Q1 		$482K Buy
+8,259
New +$453K 0.06% 134
2019
Q3 		– Sell
-1,413
Closed -$69K – 1376
2019
Q2 		$69K Buy
1,413
+717
+103% +$35.1K 0.02% 286
2019
Q1 		$32K Buy
696
+52
+8% +$2.54K 0.01% 487
2018
Q4 		$28K Sell
644
-416
-39% -$20K 0.01% 456
2018
Q3 		$51K Buy
1,060
+14
+1% +$718 0.02% 349
2018
Q2 		$53K Buy
1,046
+17
+2% +$903 0.02% 342
2018
Q1 		$54K Buy
1,029
+16
+2% +$862 0.02% 325
2017
Q4 		$50K Buy
1,013
+54
+6% +$2.61K 0.02% 352
2017
Q3 		$45K Buy
959
+816
+571% +$37.5K 0.02% 407
2017
Q2 		$7K Buy
143
+8
+6% +$347 ﹤0.01% 896
2017
Q1 		$6K Buy
135
+103
+322% +$4.81K ﹤0.01% 955
2016
Q4 		$2K Hold
32
– – ﹤0.01% 944
2016
Q3 		$1K Hold
32
– – ﹤0.01% 1026
2016
Q2 		$1K Buy
+32
New +$1.12K ﹤0.01% 952
2016
Q1 		– Sell
-56
Closed -$2K – 1160
2015
Q4 		$2K Buy
+56
New +$2.11K ﹤0.01% 690

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

Proficio Capital Partners's TFC Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Truist Financial (TFC) in Q2 2026: 5,339 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in TFC as recently as Q2 2022.

Proficio Capital Partners first reported a position in TFC in Q4 2015 and has held it in 21 quarters since. The position peaked at $550K in Q1 2022. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Proficio Capital Partners held 5,339 shares of Truist Financial worth $266K as of Q2 2026.
  • Truist Financial was a new Proficio Capital Partners position in Q2 2026.
  • Truist Financial made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #553 holding.
  • Proficio Capital Partners first reported a position in Truist Financial in Q4 2015 and has held it in 21 quarters since.
  • Proficio Capital Partners's Truist Financial position peaked at $550K in Q1 2022.
  • 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.