SOS
TFC icon

Silver Oak Securities’s Truist Financial TFC Stock Holding History

Silver Oak Securities’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 		$882K Sell
17,713
-986
-5% -$48.5K 0.05% 323
2026
Q1 		$860K Sell
18,699
-6,803
-27% -$336K 0.06% 295
2025
Q4 		$1.26M Buy
25,502
+3,323
+15% +$153K 0.09% 235
2025
Q3 		$1.01M Buy
22,179
+1,977
+10% +$89.1K 0.08% 258
2025
Q2 		$868K Buy
20,202
+4,781
+31% +$187K 0.07% 281
2025
Q1 		$624K Buy
15,421
+917
+6% +$40.9K 0.06% 328
2024
Q4 		$629K Buy
14,504
+1,334
+10% +$59.5K 0.06% 334
2024
Q3 		$560K Buy
13,170
+2,030
+18% +$85.7K 0.06% 313
2024
Q2 		$433K Buy
11,140
+2,301
+26% +$86.9K 0.06% 240
2024
Q1 		$345K Sell
8,839
-2,876
-25% -$105K 0.05% 280
2023
Q4 		$433K Buy
11,715
+4,269
+57% +$134K 0.06% 301
2023
Q3 		$213K Sell
7,446
-1,413
-16% -$43.5K 0.05% 279
2023
Q2 		$269K Buy
8,859
+1,215
+16% +$37.7K 0.04% 369
2023
Q1 		$261K Buy
7,644
+703
+10% +$30.7K 0.04% 308
2022
Q4 		$299K Sell
6,941
-505
-7% -$22.2K 0.06% 227
2022
Q3 		$213K Buy
7,446
+1,012
+16% +$48.7K 0.05% 279
2022
Q2 		$311K Buy
6,434
+314
+5% +$15.5K 0.07% 191
2022
Q1 		$329K Buy
+6,120
New +$378K 0.07% 217

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

Silver Oak Securities's TFC Position: Q2 2026 in Review

Silver Oak Securities reduced its Truist Financial (TFC) stake by 5.3% in Q2 2026, selling an estimated $48.5K and leaving 17,713 shares worth $882K. The position accounts for 0.05% of the portfolio, ranked #323.

Silver Oak Securities first reported a position in TFC in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.26M in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Silver Oak Securities held 17,713 shares of Truist Financial worth $882K as of Q2 2026.
  • Silver Oak Securities sold 986 Truist Financial shares in Q2 2026, an estimated $48.5K.
  • Truist Financial made up 0.05% of Silver Oak Securities's portfolio in Q2 2026, its #323 holding.
  • Silver Oak Securities first reported a position in Truist Financial in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's Truist Financial position peaked at $1.26M in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.