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Simon Quick Advisors’s Truist Financial TFC Stock Holding History

Simon Quick 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 		$5.13M Buy
103,032
+963
+0.9% +$47.4K 0.21% 78
2026
Q1 		$4.69M Sell
102,069
-5,582
-5% -$276K 0.21% 75
2025
Q4 		$5.3M Buy
107,651
+68
+0.1% +$3.13K 0.23% 69
2025
Q3 		$4.92M Sell
107,583
-143
-0.1% -$6.45K 0.22% 67
2025
Q2 		$4.63M Buy
107,726
+100,256
+1,342% +$3.92M 0.23% 63
2025
Q1 		$307K Buy
7,470
+2,004
+37% +$89.3K 0.02% 435
2024
Q4 		$237K Buy
5,466
+697
+15% +$31.1K 0.01% 402
2024
Q3 		$204K Buy
+4,769
New +$201K 0.01% 402
2022
Q3 		– Sell
-8,663
Closed -$434K – 213
2022
Q2 		$434K Sell
8,663
-446
-5% -$22K 0.06% 126
2022
Q1 		$516K Buy
9,109
+83
+0.9% +$5.13K 0.15% 62
2021
Q4 		$528K Buy
9,026
+7,836
+658% +$479K 0.14% 67
2021
Q3 		$69K Buy
1,190
+342
+40% +$19.1K 0.02% 207
2021
Q2 		$47K Buy
848
+3
+0.4% +$176 0.01% 260
2021
Q1 		$49K Buy
845
+6
+0.7% +$329 0.01% 255
2020
Q4 		$40K Buy
839
+8
+1% +$362 0.01% 261
2020
Q3 		$32K Sell
831
-141
-15% -$5.31K 0.01% 258
2020
Q2 		$37K Sell
972
-574
-37% -$20.7K 0.01% 227
2020
Q1 		$48K Sell
1,546
-200
-11% -$9.46K 0.02% 192
2019
Q4 		$98K Buy
+1,746
New +$94.5K 0.04% 148
2019
Q3 		– Sell
-90
Closed -$4.42K – 515
2019
Q2 		$4.42K Buy
+90
New +$4.41K ﹤0.01% 291
2018
Q3 		– Sell
-210
Closed -$10K – 338
2018
Q2 		$10K Buy
+210
New +$11.2K ﹤0.01% 267
2018
Q1 		– Sell
-53
Closed -$3K – 413
2017
Q4 		$3K Buy
+53
New +$2.56K ﹤0.01% 395

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

Simon Quick Advisors's TFC Position: Q2 2026 in Review

Simon Quick Advisors increased its Truist Financial (TFC) stake by 0.94% in Q2 2026, buying an estimated $47.4K and bringing the position to 103,032 shares worth $5.13M. The position accounts for 0.21% of the portfolio, ranked #78.

Simon Quick Advisors first reported a position in TFC in Q4 2017 and has held it in 22 quarters since. The position peaked at $5.3M in Q4 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Simon Quick Advisors held 103,032 shares of Truist Financial worth $5.13M as of Q2 2026.
  • Simon Quick Advisors bought 963 Truist Financial shares in Q2 2026, an estimated $47.4K.
  • Truist Financial made up 0.21% of Simon Quick Advisors's portfolio in Q2 2026, its #78 holding.
  • Simon Quick Advisors first reported a position in Truist Financial in Q4 2017 and has held it in 22 quarters since.
  • Simon Quick Advisors's Truist Financial position peaked at $5.3M in Q4 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.