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SkyView Investment Advisors’s Truist Financial TFC Stock Holding History

SkyView Investment 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
-8,687
Closed -$399K – 396
2026
Q1 		$399K Buy
8,687
+16
+0.2% +$791 0.05% 222
2025
Q4 		$427K Hold
8,671
– – 0.05% 229
2025
Q3 		$396K Buy
8,671
+1,687
+24% +$76.1K 0.05% 234
2025
Q2 		$298K Hold
6,984
– – 0.04% 238
2025
Q1 		$287K Buy
+6,984
New +$311K 0.04% 236

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

SkyView Investment Advisors's TFC Position: Q2 2026 in Review

SkyView Investment Advisors sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 8,687 shares — an estimated $399K sold.

SkyView Investment Advisors first reported a position in TFC in Q1 2025 and held it in 5 quarters. The position peaked at $427K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • SkyView Investment Advisors reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • SkyView Investment Advisors sold 8,687 Truist Financial shares in Q2 2026, an estimated $399K.
  • SkyView Investment Advisors first reported a position in Truist Financial in Q1 2025 and held it in 5 quarters.
  • SkyView Investment Advisors's Truist Financial position peaked at $427K in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on SkyView Investment Advisors's 13F filing for Q2 2026, filed 15 Sep 2026.