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Scarborough Advisors’s Truist Financial TFC Stock Holding History

Scarborough Advisors’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
-142
Closed -$6.53K – 627
2026
Q1 		$6.53K Sell
142
-130
-48% -$6.42K ﹤0.01% 492
2025
Q4 		$13.4K Buy
272
+147
+118% +$6.77K ﹤0.01% 240
2025
Q3 		$5.71K Hold
125
– – ﹤0.01% 296
2025
Q2 		$5.37K Buy
+125
New +$4.89K ﹤0.01% 291
2024
Q3 		– Sell
-377
Closed -$14.6K – 405
2024
Q2 		$14.6K Buy
377
+125
+50% +$4.72K 0.01% 186
2024
Q1 		$9.82K Hold
252
– – ﹤0.01% 205
2023
Q4 		$9.3K Buy
+252
New +$7.91K ﹤0.01% 390

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

Scarborough Advisors's TFC Position: Q2 2026 in Review

Scarborough Advisors sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 142 shares — an estimated $6.53K sold.

Scarborough Advisors first reported a position in TFC in Q4 2023 and held it in 7 quarters. The position peaked at $14.6K in Q2 2024. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Scarborough Advisors reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 142 Truist Financial shares in Q2 2026, an estimated $6.53K.
  • Scarborough Advisors first reported a position in Truist Financial in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's Truist Financial position peaked at $14.6K in Q2 2024.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.