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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SkyView Investment Advisors's TFC Position: Q1 2026 in Review

SkyView Investment Advisors increased its Truist Financial (TFC) stake by 0.18% in Q1 2026, buying an estimated $791 and bringing the position to 8,687 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #222.

SkyView Investment Advisors first reported a position in TFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $427K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • SkyView Investment Advisors held 8,687 shares of Truist Financial worth $399K as of Q1 2026.
  • SkyView Investment Advisors bought 16 Truist Financial shares in Q1 2026, an estimated $791.
  • Truist Financial made up 0.05% of SkyView Investment Advisors's portfolio in Q1 2026, its #222 holding.
  • SkyView Investment Advisors first reported a position in Truist Financial in Q1 2025 and has held it in 5 quarters since.
  • SkyView Investment Advisors's Truist Financial position peaked at $427K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.