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Steve Schonfeld’s Truist Financial TFC Stock Holding History

Steve Schonfeld’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
2023
Q4 		– Sell
-200,000
Closed -$5.72M – 2205
2023
Q3 		$5.72M Buy
+200,000
New +$6.15M 0.04% 501

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

Steve Schonfeld's TFC Position: Q2 2026 in Review

Steve Schonfeld increased its Truist Financial (TFC) stake by 53% in Q2 2026, buying an estimated $6.26M and bringing the position to 366,104 shares worth $18.2M. The position accounts for 0.07% of the portfolio, ranked #269.

Steve Schonfeld first reported a position in TFC in Q1 2017 and has held it in 31 quarters since. The position peaked at $62.9M in Q3 2022. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Steve Schonfeld held 366,104 shares of Truist Financial worth $18.2M as of Q2 2026.
  • Steve Schonfeld bought 127,300 Truist Financial shares in Q2 2026, an estimated $6.26M.
  • Truist Financial made up 0.07% of Steve Schonfeld's portfolio in Q2 2026, its #269 holding.
  • Steve Schonfeld first reported a position in Truist Financial in Q1 2017 and has held it in 31 quarters since.
  • Steve Schonfeld's Truist Financial position peaked at $62.9M in Q3 2022.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.