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Rossby Financial’s Truist Financial TFC Stock Holding History

Rossby 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 		$58.6K Sell
1,177
-285
-19% -$14K 0.01% 656
2026
Q1 		$68.3K Buy
1,462
+31
+2% +$1.53K 0.01% 654
2025
Q4 		$70.4K Buy
1,431
+688
+93% +$31.7K 0.02% 480
2025
Q3 		$33.9K Hold
743
– – 0.01% 609
2025
Q2 		$31.9K Sell
743
-387
-34% -$15.1K 0.01% 572
2025
Q1 		$42.6K Buy
+1,130
New +$50.3K 0.02% 506

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

Rossby Financial's TFC Position: Q2 2026 in Review

Rossby Financial reduced its Truist Financial (TFC) stake by 19% in Q2 2026, selling an estimated $14K and leaving 1,177 shares worth $58.6K. The position accounts for 0.01% of the portfolio, ranked #656.

Rossby Financial first reported a position in TFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $70.4K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Rossby Financial held 1,177 shares of Truist Financial worth $58.6K as of Q2 2026.
  • Rossby Financial sold 285 Truist Financial shares in Q2 2026, an estimated $14K.
  • Truist Financial made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #656 holding.
  • Rossby Financial first reported a position in Truist Financial in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Truist Financial position peaked at $70.4K in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.