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Rakuten Investment Management’s Truist Financial TFC Stock Holding History

Rakuten Investment 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 		$10.3M Buy
203,498
+15,297
+8% +$753K 0.03% 187
2026
Q1 		$8.4M Buy
188,201
+19,485
+12% +$963K 0.02% 187
2025
Q4 		$8.44M Buy
168,716
+1,833
+1% +$84.4K 0.03% 193
2025
Q3 		$30.6M Buy
+166,883
New +$7.52M 0.11% 50
2025
Q1 		$4.88M Buy
+120,598
New +$5.37M 0.02% 212
2024
Q3 		$3.23M Buy
75,860
+18,935
+33% +$800K 0.02% 159
2024
Q2 		$2.15M Buy
56,925
+21,061
+59% +$796K 0.01% 168
2024
Q1 		$1.4M Buy
35,864
+32,568
+988% +$1.19M 0.01% 167
2023
Q4 		$123K Buy
+3,296
New +$103K ﹤0.01% 152

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 $3.38T AUM 44.17% 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

Rakuten Investment Management's TFC Position: Q2 2026 in Review

Rakuten Investment Management increased its Truist Financial (TFC) stake by 8.1% in Q2 2026, buying an estimated $753K and bringing the position to 203,498 shares worth $10.3M. The position accounts for 0.03% of the portfolio, ranked #187.

Rakuten Investment Management first reported a position in TFC in Q4 2023 and has held it in 9 quarters since. The position peaked at $30.6M in Q3 2025. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Rakuten Investment Management held 203,498 shares of Truist Financial worth $10.3M as of Q2 2026.
  • Rakuten Investment Management bought 15,297 Truist Financial shares in Q2 2026, an estimated $753K.
  • Truist Financial made up 0.03% of Rakuten Investment Management's portfolio in Q2 2026, its #187 holding.
  • Rakuten Investment Management first reported a position in Truist Financial in Q4 2023 and has held it in 9 quarters since.
  • Rakuten Investment Management's Truist Financial position peaked at $30.6M in Q3 2025.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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