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Steigerwald Gordon & Koch’s Truist Financial TFC Stock Holding History

Steigerwald Gordon & Koch’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 		$47.5K Buy
954
+259
+37% +$12.7K ﹤0.01% 321
2026
Q1 		$32K Hold
695
– – ﹤0.01% 361
2025
Q4 		$34.2K Sell
695
-192
-22% -$8.84K ﹤0.01% 365
2025
Q3 		$40.6K Buy
+887
New +$40K ﹤0.01% 333

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

Steigerwald Gordon & Koch's TFC Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its Truist Financial (TFC) stake by 37% in Q2 2026, buying an estimated $12.7K and bringing the position to 954 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Steigerwald Gordon & Koch first reported a position in TFC in Q3 2025 and has held it in 4 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Steigerwald Gordon & Koch held 954 shares of Truist Financial worth $47.5K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 259 Truist Financial shares in Q2 2026, an estimated $12.7K.
  • Truist Financial made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #321 holding.
  • Steigerwald Gordon & Koch first reported a position in Truist Financial in Q3 2025 and has held it in 4 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.