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Ritholtz Wealth Management’s Truist Financial TFC Stock Holding History

Ritholtz Wealth 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 		$2.36M Sell
47,443
-17,456
-27% -$859K 0.04% 376
2026
Q1 		$2.98M Buy
64,899
+19,150
+42% +$946K 0.05% 276
2025
Q4 		$2.25M Buy
45,749
+21,903
+92% +$1.01M 0.04% 323
2025
Q3 		$1.09M Buy
23,846
+14,986
+169% +$676K 0.02% 470
2025
Q2 		$381K Buy
8,860
+2,122
+31% +$83K 0.01% 719
2025
Q1 		$277K Buy
6,738
+1,110
+20% +$49.5K 0.01% 768
2024
Q4 		$244K Buy
+5,628
New +$251K 0.01% 768
2022
Q4 		– Sell
-12,295
Closed -$535K – 729
2022
Q3 		$535K Buy
12,295
+7,672
+166% +$369K 0.03% 383
2022
Q2 		$219K Sell
4,623
-2,307
-33% -$114K 0.01% 478
2022
Q1 		$393K Buy
6,930
+1,617
+30% +$99.9K 0.03% 355
2021
Q4 		$311K Buy
5,313
+524
+11% +$32K 0.02% 406
2021
Q3 		$281K Buy
4,789
+715
+18% +$40K 0.02% 384
2021
Q2 		$226K Buy
4,074
+253
+7% +$14.9K 0.02% 425
2021
Q1 		$223K Buy
+3,821
New +$209K 0.02% 384

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

Ritholtz Wealth Management's TFC Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Truist Financial (TFC) stake by 27% in Q2 2026, selling an estimated $859K and leaving 47,443 shares worth $2.36M. The position accounts for 0.04% of the portfolio, ranked #376.

Ritholtz Wealth Management first reported a position in TFC in Q1 2021 and has held it in 14 quarters since. The position peaked at $2.98M in Q1 2026. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Ritholtz Wealth Management held 47,443 shares of Truist Financial worth $2.36M as of Q2 2026.
  • Ritholtz Wealth Management sold 17,456 Truist Financial shares in Q2 2026, an estimated $859K.
  • Truist Financial made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #376 holding.
  • Ritholtz Wealth Management first reported a position in Truist Financial in Q1 2021 and has held it in 14 quarters since.
  • Ritholtz Wealth Management's Truist Financial position peaked at $2.98M in Q1 2026.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.