Raymond James Financial
TFC icon

Raymond James Financial’s Truist Financial TFC Stock Holding History

Raymond James Financial’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 		$208M Sell
4,169,998
-784,473
-16% -$38.6M 0.06% 303
2026
Q1 		$228M Sell
4,954,471
-101,313
-2% -$5.01M 0.07% 247
2025
Q4 		$249M Buy
5,055,784
+109,703
+2% +$5.05M 0.08% 222
2025
Q3 		$226M Buy
4,946,081
+400,681
+9% +$18.1M 0.07% 243
2025
Q2 		$195M Buy
4,545,400
+122,811
+3% +$4.81M 0.07% 263
2025
Q1 		$182M Sell
4,422,589
-142,898
-3% -$6.37M 0.07% 261
2024
Q4 		$198M Buy
+4,565,487
New +$204M 0.07% 237

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

Raymond James Financial's TFC Position: Q2 2026 in Review

Raymond James Financial reduced its Truist Financial (TFC) stake by 16% in Q2 2026, selling an estimated $38.6M and leaving 4,169,998 shares worth $208M. The position accounts for 0.06% of the portfolio, ranked #303.

Raymond James Financial first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $249M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Raymond James Financial held 4,169,998 shares of Truist Financial worth $208M as of Q2 2026.
  • Raymond James Financial sold 784,473 Truist Financial shares in Q2 2026, an estimated $38.6M.
  • Truist Financial made up 0.06% of Raymond James Financial's portfolio in Q2 2026, its #303 holding.
  • Raymond James Financial first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Truist Financial position peaked at $249M in Q4 2025.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.