Souders Financial Advisors’s Truist Financial TFC Stock Holding History

Souders Financial 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	$288K	Buy	5,776 +56	+1%	+$2.75K	0.03%	196
2026 Q1	$263K	Sell	5,720 -2,986	-34%	-$148K	0.03%	196
2025 Q4	$428K	Buy	8,706 +398	+5%	+$18.3K	0.05%	145
2025 Q3	$380K	Buy	8,308 +2,812	+51%	+$127K	0.05%	153
2025 Q2	$236K	Buy	+5,496	New	+$215K	0.03%	185
2022 Q3	–	Sell	-65,458	Closed	-$3.1M	–	157
2022 Q2	$3.1M	Buy	65,458 +3,165	+5%	+$156K	0.89%	31
2022 Q1	$3.53M	Buy	62,293 +1,540	+3%	+$95.1K	1.02%	30
2021 Q4	$3.56M	Buy	60,753 +360	+0.6%	+$22K	1.02%	29
2021 Q3	$3.54M	Buy	60,393 +1,358	+2%	+$75.9K	1.14%	23
2021 Q2	$3.28M	Sell	59,035 -9,296	-14%	-$546K	1.1%	27
2021 Q1	$3.98M	Sell	68,331 -3,922	-5%	-$215K	1.56%	12
2020 Q4	$3.46M	Buy	72,253 +581	+0.8%	+$26.3K	1.51%	17
2020 Q3	$3.52M	Buy	71,672 +25,808	+56%	+$972K	1.66%	14
2020 Q2	$1.72M	Buy	45,864 +26,727	+140%	+$963K	0.99%	35
2020 Q1	$590K	Buy	+19,137	New	+$905K	0.52%	49

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Souders Financial Advisors's TFC Position: Q2 2026 in Review

Souders Financial Advisors increased its Truist Financial (TFC) stake by 0.98% in Q2 2026, buying an estimated $2.75K and bringing the position to 5,776 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #196.

Souders Financial Advisors first reported a position in TFC in Q1 2020 and has held it in 15 quarters since. The position peaked at $3.98M in Q1 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Souders Financial Advisors held 5,776 shares of Truist Financial worth $288K as of Q2 2026.
Souders Financial Advisors bought 56 Truist Financial shares in Q2 2026, an estimated $2.75K.
Truist Financial made up 0.03% of Souders Financial Advisors's portfolio in Q2 2026, its #196 holding.
Souders Financial Advisors first reported a position in Truist Financial in Q1 2020 and has held it in 15 quarters since.
Souders Financial Advisors's Truist Financial position peaked at $3.98M in Q1 2021.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.