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Raleigh Capital Management’s Truist Financial TFC Stock Holding History

Raleigh Capital 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 		$1.04M Sell
20,782
-25,450
-55% -$1.25M 0.33% 82
2026
Q1 		$2.13M Buy
46,232
+920
+2% +$45.5K 0.73% 43
2025
Q4 		$2.23M Buy
45,312
+347
+0.8% +$16K 0.81% 33
2025
Q3 		$2.06M Buy
44,965
+9,535
+27% +$430K 0.78% 41
2025
Q2 		$1.52M Buy
35,430
+1,314
+4% +$51.4K 0.64% 51
2025
Q1 		$1.4M Sell
34,116
-946
-3% -$42.1K 0.64% 50
2024
Q4 		$1.52M Sell
35,062
-943
-3% -$42.1K 0.59% 52
2024
Q3 		$1.54M Buy
36,005
+206
+0.6% +$8.7K 0.59% 51
2024
Q2 		$1.39M Sell
35,799
-2,229
-6% -$84.2K 0.59% 51
2024
Q1 		$1.48M Sell
38,028
-3,244
-8% -$119K 0.64% 48
2023
Q4 		$1.52M Sell
41,272
-1,686
-4% -$52.9K 0.71% 42
2023
Q3 		$1.23M Buy
42,958
+741
+2% +$22.8K 0.63% 55
2023
Q2 		$1.28M Sell
42,217
-2,762
-6% -$85.8K 0.64% 54
2023
Q1 		$1.53M Buy
44,979
+1,726
+4% +$75.3K 0.76% 41
2022
Q4 		$1.86M Buy
43,253
+3,616
+9% +$159K 0.97% 32
2022
Q3 		$1.73M Buy
39,637
+8,087
+26% +$389K 1.01% 30
2022
Q2 		$1.5M Buy
31,550
+13,508
+75% +$666K 0.85% 36
2022
Q1 		$1.02M Buy
18,042
+3,022
+20% +$187K 0.55% 56
2021
Q4 		$879K Buy
+15,020
New +$918K 0.9% 36

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

Raleigh Capital Management's TFC Position: Q2 2026 in Review

Raleigh Capital Management reduced its Truist Financial (TFC) stake by 55% in Q2 2026, selling an estimated $1.25M and leaving 20,782 shares worth $1.04M. The position accounts for 0.33% of the portfolio, ranked #82.

Raleigh Capital Management first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.23M in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Raleigh Capital Management held 20,782 shares of Truist Financial worth $1.04M as of Q2 2026.
  • Raleigh Capital Management sold 25,450 Truist Financial shares in Q2 2026, an estimated $1.25M.
  • Truist Financial made up 0.33% of Raleigh Capital Management's portfolio in Q2 2026, its #82 holding.
  • Raleigh Capital Management first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • Raleigh Capital Management's Truist Financial position peaked at $2.23M in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.