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Strategic Investment Advisors’s Truist Financial TFC Stock Holding History

Strategic Investment Advisors’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 		$464K Sell
9,323
-12,959
-58% -$638K 0.03% 224
2026
Q1 		$1.02M Buy
+22,282
New +$1.1M 0.07% 147

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

Strategic Investment Advisors's TFC Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Truist Financial (TFC) stake by 58% in Q2 2026, selling an estimated $638K and leaving 9,323 shares worth $464K. The position accounts for 0.03% of the portfolio, ranked #224.

Strategic Investment Advisors first reported a position in TFC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.02M in Q1 2026. 1,706 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Strategic Investment Advisors held 9,323 shares of Truist Financial worth $464K as of Q2 2026.
  • Strategic Investment Advisors sold 12,959 Truist Financial shares in Q2 2026, an estimated $638K.
  • Truist Financial made up 0.03% of Strategic Investment Advisors's portfolio in Q2 2026, its #224 holding.
  • Strategic Investment Advisors first reported a position in Truist Financial in Q1 2026 and has held it in 2 quarters since.
  • Strategic Investment Advisors's Truist Financial position peaked at $1.02M in Q1 2026.
  • 1,706 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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