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Root Financial Partners’s Truist Financial TFC Stock Holding History

Root Financial Partners’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 		– Sell
-3,464
Closed -$159K – 2896
2026
Q1 		$159K Buy
3,464
+1,201
+53% +$59.3K 0.01% 396
2025
Q4 		$111K Buy
2,263
+13
+0.6% +$599 0.01% 431
2025
Q3 		$103K Buy
+2,250
New +$101K 0.01% 434

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

Root Financial Partners's TFC Position: Q2 2026 in Review

Root Financial Partners sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 3,464 shares — an estimated $159K sold.

Root Financial Partners first reported a position in TFC in Q3 2025 and held it in 3 quarters. The position peaked at $159K in Q1 2026. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Root Financial Partners reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,464 Truist Financial shares in Q2 2026, an estimated $159K.
  • Root Financial Partners first reported a position in Truist Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Truist Financial position peaked at $159K in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.