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Savant Capital’s Truist Financial TFC Stock Holding History

Savant Capital’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 		$4.86M Buy
100,758
+53,065
+111% +$2.61M 0.01% 416
2026
Q1 		$2.19M Buy
47,693
+4,494
+10% +$222K 0.01% 407
2025
Q4 		$2.13M Buy
43,199
+3,135
+8% +$144K 0.01% 396
2025
Q3 		$1.83M Buy
40,064
+1,306
+3% +$58.9K 0.01% 406
2025
Q2 		$1.67M Sell
38,758
-23,452
-38% -$918K 0.01% 398
2025
Q1 		$2.56M Sell
62,210
-11,756
-16% -$524K 0.02% 293
2024
Q4 		$3.21M Buy
73,966
+13,482
+22% +$602K 0.03% 310
2024
Q3 		$2.59M Sell
60,484
-3,952
-6% -$167K 0.02% 349
2024
Q2 		$2.5M Buy
64,436
+6,220
+11% +$235K 0.03% 322
2024
Q1 		$2.27M Buy
58,216
+8,335
+17% +$305K 0.03% 328
2023
Q4 		$1.84M Buy
49,881
+571
+1% +$17.9K 0.02% 305
2023
Q3 		$1.41M Buy
49,310
+23,808
+93% +$732K 0.02% 323
2023
Q2 		$774K Buy
25,502
+2,363
+10% +$73.4K 0.01% 433
2023
Q1 		$789K Buy
23,139
+10,599
+85% +$463K 0.01% 373
2022
Q4 		$540K Buy
12,540
+94
+0.8% +$4.12K 0.01% 353
2022
Q3 		$542K Sell
12,446
-888
-7% -$42.7K 0.02% 333
2022
Q2 		$632K Buy
13,334
+86
+0.6% +$4.24K 0.02% 310
2022
Q1 		$751K Buy
13,248
+345
+3% +$21.3K 0.02% 285
2021
Q4 		$755K Buy
12,903
+945
+8% +$57.7K 0.02% 281
2021
Q3 		$701K Buy
11,958
+396
+3% +$22.1K 0.03% 268
2021
Q2 		$642K Buy
11,562
+2,694
+30% +$158K 0.03% 266
2021
Q1 		$517K Sell
8,868
-1,177
-12% -$64.5K 0.03% 275
2020
Q4 		$481K Sell
10,045
-440
-4% -$19.9K 0.03% 273
2020
Q3 		$399K Sell
10,485
-29
-0.3% -$1.09K 0.03% 286
2020
Q2 		$395K Buy
10,514
+2,110
+25% +$76K 0.03% 280
2020
Q1 		$259K Sell
8,404
-1,233
-13% -$58.3K 0.02% 318
2019
Q4 		$543K Buy
+9,637
New +$522K 0.07% 200

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

Savant Capital's TFC Position: Q2 2026 in Review

Savant Capital increased its Truist Financial (TFC) stake by 111% in Q2 2026, buying an estimated $2.61M and bringing the position to 100,758 shares worth $4.86M. The position accounts for 0.01% of the portfolio, ranked #416.

Savant Capital first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Savant Capital held 100,758 shares of Truist Financial worth $4.86M as of Q2 2026.
  • Savant Capital bought 53,065 Truist Financial shares in Q2 2026, an estimated $2.61M.
  • Truist Financial made up 0.01% of Savant Capital's portfolio in Q2 2026, its #416 holding.
  • Savant Capital first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.