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Smartleaf Asset Management’s Truist Financial TFC Stock Holding History

Smartleaf Asset Management’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 		$1.45M Hold
28,703
– – 0.05% 339
2026
Q1 		$1.28M Buy
28,703
+1,276
+5% +$63.1K 0.05% 351
2025
Q4 		$1.36M Buy
27,427
+3,305
+14% +$152K 0.05% 312
2025
Q3 		$1.11M Buy
24,122
+5,598
+30% +$252K 0.07% 299
2025
Q2 		$789K Sell
18,524
-2,951
-14% -$115K 0.07% 293
2025
Q1 		$869K Buy
21,475
+1,532
+8% +$68.3K 0.08% 259
2024
Q4 		$865K Buy
19,943
+1,724
+9% +$76.9K 0.09% 244
2024
Q3 		$775K Buy
18,219
+2,376
+15% +$100K 0.09% 238
2024
Q2 		$600K Buy
15,843
+3,281
+26% +$124K 0.1% 229
2024
Q1 		$485K Sell
12,562
-1,418
-10% -$51.9K 0.09% 221
2023
Q4 		$519K Buy
+13,980
New +$439K 0.14% 166

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

Smartleaf Asset Management's TFC Position: Q2 2026 in Review

Smartleaf Asset Management held its Truist Financial (TFC) position steady in Q2 2026 at 28,703 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #339.

Smartleaf Asset Management first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. 1,705 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Smartleaf Asset Management held 28,703 shares of Truist Financial worth $1.45M as of Q2 2026.
  • Smartleaf Asset Management left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.05% of Smartleaf Asset Management's portfolio in Q2 2026, its #339 holding.
  • Smartleaf Asset Management first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.