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Stone House Investment Management’s Truist Financial TFC Stock Holding History

Stone House Investment Management’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 		$30K Buy
601
+128
+27% +$6.3K ﹤0.01% 277
2026
Q1 		$21.7K Buy
473
+193
+69% +$9.54K ﹤0.01% 270
2025
Q4 		$13.8K Buy
280
+8
+3% +$368 ﹤0.01% 289
2025
Q3 		$12.4K Buy
272
+14
+5% +$631 ﹤0.01% 265
2025
Q2 		$11.1K Sell
258
-159
-38% -$6.22K ﹤0.01% 257
2025
Q1 		$17.2K Buy
+417
New +$18.6K ﹤0.01% 221
2024
Q4 		– Sell
-212
Closed -$9.07K – 313
2024
Q3 		$9.07K Hold
212
– – ﹤0.01% 228
2024
Q2 		$8.24K Sell
212
-99
-32% -$3.74K ﹤0.01% 238
2024
Q1 		$12.1K Buy
+311
New +$11.4K ﹤0.01% 219

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 $3.38T AUM 44.17% 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

Stone House Investment Management's TFC Position: Q2 2026 in Review

Stone House Investment Management increased its Truist Financial (TFC) stake by 27% in Q2 2026, buying an estimated $6.3K and bringing the position to 601 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Stone House Investment Management first reported a position in TFC in Q1 2024 and has held it in 9 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Stone House Investment Management held 601 shares of Truist Financial worth $30K as of Q2 2026.
  • Stone House Investment Management bought 128 Truist Financial shares in Q2 2026, an estimated $6.3K.
  • Truist Financial made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #277 holding.
  • Stone House Investment Management first reported a position in Truist Financial in Q1 2024 and has held it in 9 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.