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RFP Financial Group’s Truist Financial TFC Stock Holding History

RFP Financial Group’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 		$484K Sell
9,710
-50
-0.5% -$2.46K 0.22% 41
2026
Q1 		$449K Sell
9,760
-63
-0.6% -$3.11K 0.24% 38
2025
Q4 		$483K Sell
9,823
-3,143
-24% -$145K 0.23% 40
2025
Q3 		$586K Buy
12,966
+152
+1% +$6.85K 0.24% 53
2025
Q2 		$551K Sell
12,814
-6,262
-33% -$245K 0.23% 58
2025
Q1 		$785K Sell
19,076
-43
-0.2% -$1.92K 0.32% 50
2024
Q4 		$829K Sell
19,119
-5,217
-21% -$233K 0.32% 47
2024
Q3 		$1.04M Buy
24,336
+71
+0.3% +$3K 0.34% 42
2024
Q2 		$943K Sell
24,265
-67
-0.3% -$2.53K 0.35% 48
2024
Q1 		$948K Buy
24,332
+1,037
+4% +$37.9K 0.37% 44
2023
Q4 		$860K Sell
23,295
-2,677
-10% -$84K 0.35% 43
2023
Q3 		$743K Sell
25,972
-4,225
-14% -$130K 0.33% 46
2023
Q2 		$916K Buy
30,197
+22,500
+292% +$699K 0.37% 46
2023
Q1 		$262K Sell
7,697
-26,454
-77% -$1.15M 0.3% 32
2022
Q4 		$1.47M Buy
+34,151
New +$1.5M 0.66% 29

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

RFP Financial Group's TFC Position: Q2 2026 in Review

RFP Financial Group reduced its Truist Financial (TFC) stake by 0.51% in Q2 2026, selling an estimated $2.46K and leaving 9,710 shares worth $484K. The position accounts for 0.22% of the portfolio, ranked #41.

RFP Financial Group first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.47M in Q4 2022. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • RFP Financial Group held 9,710 shares of Truist Financial worth $484K as of Q2 2026.
  • RFP Financial Group sold 50 Truist Financial shares in Q2 2026, an estimated $2.46K.
  • Truist Financial made up 0.22% of RFP Financial Group's portfolio in Q2 2026, its #41 holding.
  • RFP Financial Group first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
  • RFP Financial Group's Truist Financial position peaked at $1.47M in Q4 2022.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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