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Sowell Financial Services’s Truist Financial TFC Stock Holding History

Sowell Financial Services’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 		$614K Buy
12,328
+1,710
+16% +$84.1K 0.02% 585
2026
Q1 		$488K Sell
10,618
-1,013
-9% -$50.1K 0.02% 641
2025
Q4 		$572K Buy
11,631
+1,156
+11% +$53.2K 0.02% 599
2025
Q3 		$479K Buy
10,475
+606
+6% +$27.3K 0.02% 644
2025
Q2 		$424K Buy
9,869
+166
+2% +$6.5K 0.02% 662
2025
Q1 		$399K Sell
9,703
-1,400
-13% -$62.4K 0.02% 653
2024
Q4 		$482K Sell
11,103
-359
-3% -$16K 0.03% 416
2024
Q3 		$490K Sell
11,462
-945
-8% -$39.9K 0.02% 443
2024
Q2 		$482K Buy
+12,407
New +$469K 0.02% 441
2023
Q3 		– Sell
-15,738
Closed -$478K – 595
2023
Q2 		$478K Buy
+15,738
New +$489K 0.03% 460
2023
Q1 		– Sell
-18,483
Closed -$795K – 835
2022
Q4 		$795K Buy
+18,483
New +$811K 0.05% 351
2021
Q2 		– Sell
-9,797
Closed -$598K – 2486
2021
Q1 		$598K Buy
9,797
+3,091
+46% +$169K 0.02% 582
2020
Q4 		$321K Sell
6,706
-380
-5% -$17.2K 0.01% 671
2020
Q3 		$270K Sell
7,086
-17,970
-72% -$677K 0.01% 647
2020
Q2 		$941K Buy
25,056
+13,100
+110% +$472K 0.05% 287
2020
Q1 		$369K Buy
11,956
+2,110
+21% +$99.8K 0.03% 492
2019
Q4 		$555K Buy
9,846
+8,600
+690% +$466K 0.04% 422
2019
Q3 		$66K Buy
+1,246
New +$61.7K 0.01% 927
2017
Q1 		– Sell
-447
Closed -$22K – 536
2016
Q4 		$22K Buy
+447
New +$19K 0.01% 415

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

Sowell Financial Services's TFC Position: Q2 2026 in Review

Sowell Financial Services increased its Truist Financial (TFC) stake by 16% in Q2 2026, buying an estimated $84.1K and bringing the position to 12,328 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #585.

Sowell Financial Services first reported a position in TFC in Q4 2016 and has held it in 19 quarters since. The position peaked at $941K in Q2 2020. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Sowell Financial Services held 12,328 shares of Truist Financial worth $614K as of Q2 2026.
  • Sowell Financial Services bought 1,710 Truist Financial shares in Q2 2026, an estimated $84.1K.
  • Truist Financial made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #585 holding.
  • Sowell Financial Services first reported a position in Truist Financial in Q4 2016 and has held it in 19 quarters since.
  • Sowell Financial Services's Truist Financial position peaked at $941K in Q2 2020.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.