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Salomon & Ludwin’s Truist Financial TFC Stock Holding History

Salomon & Ludwin’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 		$1.11M Sell
21,859
-44
-0.2% -$2.17K 0.09% 87
2026
Q1 		$1.03M Hold
21,903
– – 0.09% 88
2025
Q4 		$1.11M Sell
21,903
-31
-0.1% -$1.43K 0.1% 88
2025
Q3 		$998K Buy
21,934
+239
+1% +$10.8K 0.09% 87
2025
Q2 		$977K Sell
21,695
-44
-0.2% -$1.72K 0.1% 80
2025
Q1 		$895K Sell
21,739
-291
-1% -$13K 0.1% 83
2024
Q4 		$956K Sell
22,030
-1,917
-8% -$85.5K 0.1% 79
2024
Q3 		$1.02M Buy
23,947
+1,295
+6% +$54.7K 0.1% 80
2024
Q2 		$880K Sell
22,652
-8,211
-27% -$310K 0.1% 85
2024
Q1 		$1.2M Sell
30,863
-26,932
-47% -$985K 0.1% 84
2023
Q4 		$1.65M Hold
57,795
– – 0.17% 69
2023
Q3 		$1.65M Sell
57,795
-291
-0.5% -$8.95K 0.17% 69
2023
Q2 		$1.76M Buy
58,086
+12,923
+29% +$401K 0.19% 65
2023
Q1 		$1.54M Sell
45,163
-136
-0.3% -$5.94K 0.18% 64
2022
Q4 		$1.95M Sell
45,299
-168
-0.4% -$7.37K 0.25% 59
2022
Q3 		$1.98M Buy
45,467
+6,909
+18% +$332K 0.3% 47
2022
Q2 		$1.83M Buy
38,558
+19,350
+101% +$954K 0.28% 44
2022
Q1 		$1.09M Buy
19,208
+948
+5% +$58.6K 0.16% 47
2021
Q4 		$1.07M Buy
18,260
+228
+1% +$13.9K 0.15% 48
2021
Q3 		$1.06M Buy
18,032
+517
+3% +$28.9K 0.16% 44
2021
Q2 		$972K Sell
17,515
-101
-0.6% -$5.93K 0.15% 44
2021
Q1 		$1.03M Buy
17,616
+9,481
+117% +$520K 0.17% 42
2020
Q4 		$390K Buy
8,135
+503
+7% +$22.8K 0.07% 50
2020
Q3 		$290K Hold
7,632
– – 0.06% 55
2020
Q2 		$287K Buy
7,632
+6,409
+524% +$231K 0.06% 54
2020
Q1 		$38K Sell
1,223
-375
-23% -$17.7K 0.01% 104
2019
Q4 		$90K Buy
1,598
+1,223
+326% +$66.2K 0.02% 81
2019
Q3 		$20K Hold
375
– – ﹤0.01% 139
2019
Q2 		$18K Hold
375
– – ﹤0.01% 131
2019
Q1 		$17K Hold
375
– – ﹤0.01% 134
2018
Q4 		$16K Buy
+375
New +$18K ﹤0.01% 133

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

Salomon & Ludwin's TFC Position: Q2 2026 in Review

Salomon & Ludwin reduced its Truist Financial (TFC) stake by 0.2% in Q2 2026, selling an estimated $2.17K and leaving 21,859 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #87.

Salomon & Ludwin first reported a position in TFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.98M in Q3 2022. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Salomon & Ludwin held 21,859 shares of Truist Financial worth $1.11M as of Q2 2026.
  • Salomon & Ludwin sold 44 Truist Financial shares in Q2 2026, an estimated $2.17K.
  • Truist Financial made up 0.09% of Salomon & Ludwin's portfolio in Q2 2026, its #87 holding.
  • Salomon & Ludwin first reported a position in Truist Financial in Q4 2018 and has held it in 31 quarters since.
  • Salomon & Ludwin's Truist Financial position peaked at $1.98M in Q3 2022.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.