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Roehl & Yi Investment Advisors’s Truist Financial TFC Stock Holding History

Roehl & Yi Investment Advisors’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 		$264K Buy
5,305
+10
+0.2% +$492 0.09% 162
2026
Q1 		$243K Buy
5,295
+124
+2% +$6.13K 0.09% 150
2025
Q4 		$254K Buy
5,171
+35
+0.7% +$1.61K 0.1% 140
2025
Q3 		$235K Buy
5,136
+92
+2% +$4.15K 0.1% 140
2025
Q2 		$217K Buy
+5,044
New +$197K 0.11% 141

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

Roehl & Yi Investment Advisors's TFC Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Truist Financial (TFC) stake by 0.19% in Q2 2026, buying an estimated $492 and bringing the position to 5,305 shares worth $264K. The position accounts for 0.09% of the portfolio, ranked #162.

Roehl & Yi Investment Advisors first reported a position in TFC in Q2 2025 and has held it in 5 quarters since. 1,697 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Roehl & Yi Investment Advisors held 5,305 shares of Truist Financial worth $264K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 10 Truist Financial shares in Q2 2026, an estimated $492.
  • Truist Financial made up 0.09% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #162 holding.
  • Roehl & Yi Investment Advisors first reported a position in Truist Financial in Q2 2025 and has held it in 5 quarters since.
  • 1,697 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.