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Sound Income Strategies’s Truist Financial TFC Stock Holding History

Sound Income Strategies’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 		$238K Sell
4,780
-114
-2% -$5.61K 0.01% 427
2026
Q1 		$229K Sell
4,894
-227
-4% -$11.2K 0.01% 383
2025
Q4 		$256K Buy
5,121
+331
+7% +$15.2K 0.01% 359
2025
Q3 		$212K Sell
4,790
-356
-7% -$16.1K 0.01% 285
2025
Q2 		$221K Buy
5,146
+776
+18% +$30.4K 0.01% 265
2025
Q1 		$180K Sell
4,370
-340
-7% -$15.1K 0.01% 298
2024
Q4 		$204K Sell
4,710
-66
-1% -$2.94K 0.01% 245
2024
Q3 		$204K Buy
4,776
+991
+26% +$41.9K 0.01% 243
2024
Q2 		$147K Buy
3,785
+43
+1% +$1.62K 0.01% 268
2024
Q1 		$146K Sell
3,742
-978
-21% -$35.8K 0.01% 254
2023
Q4 		$174K Sell
4,720
-90,132
-95% -$2.83M 0.01% 210
2023
Q3 		$2.71M Buy
94,852
+8,618
+10% +$265K 0.23% 78
2023
Q2 		$2.62M Sell
86,234
-110,364
-56% -$3.43M 0.27% 75
2023
Q1 		$6.7M Buy
196,598
+50,252
+34% +$2.19M 0.73% 48
2022
Q4 		$6.3M Buy
146,346
+145,346
+14,535% +$6.38M 0.8% 40
2022
Q3 		$44K Buy
1,000
+22
+2% +$1.06K 0.01% 248
2022
Q2 		$46K Buy
978
+200
+26% +$9.86K 0.01% 234
2022
Q1 		$44K Hold
778
– – 0.01% 246
2021
Q4 		$46K Hold
778
– – 0.01% 240
2021
Q3 		$46K Hold
778
– – 0.01% 237
2021
Q2 		$43K Sell
778
-26
-3% -$1.53K 0.01% 241
2021
Q1 		$46.9K Hold
804
– – 0.01% 223
2020
Q4 		$39K Hold
804
– – 0.01% 233
2020
Q3 		$31K Hold
804
– – 0.01% 230
2020
Q2 		$30K Buy
804
+500
+164% +$18K 0.01% 217
2020
Q1 		$9K Hold
304
– – ﹤0.01% 361
2019
Q4 		$17K Buy
+304
New +$16.5K ﹤0.01% 256

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sound Income Strategies's TFC Position: Q2 2026 in Review

Sound Income Strategies reduced its Truist Financial (TFC) stake by 2.3% in Q2 2026, selling an estimated $5.61K and leaving 4,780 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #427.

Sound Income Strategies first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.7M in Q1 2023. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Sound Income Strategies held 4,780 shares of Truist Financial worth $238K as of Q2 2026.
  • Sound Income Strategies sold 114 Truist Financial shares in Q2 2026, an estimated $5.61K.
  • Truist Financial made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #427 holding.
  • Sound Income Strategies first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Sound Income Strategies's Truist Financial position peaked at $6.7M in Q1 2023.
  • 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.