RK
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Rather & Kittrell’s Truist Financial TFC Stock Holding History

Rather & Kittrell’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 		$2.78M Buy
55,833
+246
+0.4% +$12.1K 0.39% 23
2026
Q1 		$2.56M Buy
55,587
+29
+0.1% +$1.43K 0.39% 23
2025
Q4 		$2.73M Sell
55,558
-363
-0.6% -$16.7K 0.44% 22
2025
Q3 		$2.56M Buy
55,921
+485
+0.9% +$21.9K 0.45% 24
2025
Q2 		$2.38M Sell
55,436
-10
-0% -$391 0.47% 22
2025
Q1 		$2.28M Buy
55,446
+20
+0% +$891 0.49% 23
2024
Q4 		$2.4M Buy
55,426
+18
+0% +$803 0.57% 22
2024
Q3 		$2.37M Buy
55,408
+16
+0% +$676 0.58% 22
2024
Q2 		$2.15M Hold
55,392
– – 0.59% 22
2024
Q1 		$2.16M Sell
55,392
-65
-0.1% -$2.38K 0.65% 22
2023
Q4 		$2.05M Buy
55,457
+461
+0.8% +$14.5K 0.71% 24
2023
Q3 		$1.57M Buy
54,996
+27
+0% +$830 0.63% 24
2023
Q2 		$1.67M Buy
54,969
+3,401
+7% +$106K 0.7% 24
2023
Q1 		$1.76M Hold
51,568
– – 0.8% 22
2022
Q4 		$2.22M Hold
51,568
– – 1.18% 19
2022
Q3 		$2.25M Hold
51,568
– – 2.36% 9
2022
Q2 		$2.44M Hold
51,568
– – 2.68% 9
2022
Q1 		$2.92M Hold
51,568
– – 2.85% 9
2021
Q4 		$3.02M Buy
+51,568
New +$3.15M 2.66% 9

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

Rather & Kittrell's TFC Position: Q2 2026 in Review

Rather & Kittrell increased its Truist Financial (TFC) stake by 0.44% in Q2 2026, buying an estimated $12.1K and bringing the position to 55,833 shares worth $2.78M. The position accounts for 0.39% of the portfolio, ranked #23.

Rather & Kittrell first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.02M in Q4 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Rather & Kittrell held 55,833 shares of Truist Financial worth $2.78M as of Q2 2026.
  • Rather & Kittrell bought 246 Truist Financial shares in Q2 2026, an estimated $12.1K.
  • Truist Financial made up 0.39% of Rather & Kittrell's portfolio in Q2 2026, its #23 holding.
  • Rather & Kittrell first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • Rather & Kittrell's Truist Financial position peaked at $3.02M in Q4 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.