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Sittner & Nelson’s Truist Financial TFC Stock Holding History

Sittner & Nelson’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 		$108K Hold
2,175
– – 0.03% 225
2026
Q1 		$100K Hold
2,175
– – 0.04% 226
2025
Q4 		$121K Hold
2,175
– – 0.04% 199
2025
Q3 		$99.4K Hold
2,175
– – 0.04% 201
2025
Q2 		$93.5K Hold
2,175
– – 0.04% 195
2025
Q1 		$89.5K Hold
2,175
– – 0.04% 189
2024
Q4 		$94.4K Hold
2,175
– – 0.04% 175
2024
Q3 		$93K Hold
2,175
– – 0.04% 186
2024
Q2 		$84.5K Hold
2,175
– – 0.04% 175
2024
Q1 		$84.8K Hold
2,175
– – 0.04% 170
2023
Q4 		$80.3K Hold
2,175
– – 0.04% 170
2023
Q3 		$62.2K Hold
2,175
– – 0.04% 183
2023
Q2 		$66K Hold
2,175
– – 0.04% 187
2023
Q1 		$74.2K Hold
2,175
– – 0.04% 183
2022
Q4 		$93.6K Hold
2,175
– – 0.06% 171
2022
Q3 		$95K Hold
2,175
– – 0.06% 159
2022
Q2 		$103K Hold
2,175
– – 0.07% 142
2022
Q1 		$123K Hold
2,175
– – 0.07% 133
2021
Q4 		$127K Hold
2,175
– – 0.07% 130
2021
Q3 		$128K Hold
2,175
– – 0.08% 121
2021
Q2 		$121K Hold
2,175
– – 0.09% 117
2021
Q1 		$127K Hold
2,175
– – 0.09% 114
2020
Q4 		$104K Buy
+2,175
New +$98.5K 0.09% 111

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

Sittner & Nelson's TFC Position: Q2 2026 in Review

Sittner & Nelson held its Truist Financial (TFC) position steady in Q2 2026 at 2,175 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #225.

Sittner & Nelson first reported a position in TFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $128K in Q3 2021. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Sittner & Nelson held 2,175 shares of Truist Financial worth $108K as of Q2 2026.
  • Sittner & Nelson left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.03% of Sittner & Nelson's portfolio in Q2 2026, its #225 holding.
  • Sittner & Nelson first reported a position in Truist Financial in Q4 2020 and has held it in 23 quarters since.
  • Sittner & Nelson's Truist Financial position peaked at $128K in Q3 2021.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.