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Savvy Advisors Inc’s Truist Financial TFC Stock Holding History

Savvy Advisors Inc’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 		$929K Sell
18,638
-1,206
-6% -$59.3K 0.02% 549
2026
Q1 		$912K Buy
19,844
+1,928
+11% +$95.3K 0.02% 460
2025
Q4 		$882K Buy
17,916
+3,002
+20% +$138K 0.03% 393
2025
Q3 		$682K Buy
14,914
+2,435
+20% +$110K 0.03% 350
2025
Q2 		$536K Buy
+12,479
New +$488K 0.04% 336

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's TFC Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Truist Financial (TFC) stake by 6.1% in Q2 2026, selling an estimated $59.3K and leaving 18,638 shares worth $929K. The position accounts for 0.02% of the portfolio, ranked #549.

Savvy Advisors Inc first reported a position in TFC in Q2 2025 and has held it in 5 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Savvy Advisors Inc held 18,638 shares of Truist Financial worth $929K as of Q2 2026.
  • Savvy Advisors Inc sold 1,206 Truist Financial shares in Q2 2026, an estimated $59.3K.
  • Truist Financial made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #549 holding.
  • Savvy Advisors Inc first reported a position in Truist Financial in Q2 2025 and has held it in 5 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.