SP
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Successful Portfolios’s Truist Financial TFC Stock Holding History

Successful Portfolios’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 		$529K Sell
10,243
-42
-0.4% -$2.07K 0.25% 81
2026
Q1 		$471K Buy
10,285
+21
+0.2% +$1.04K 0.26% 79
2025
Q4 		$520K Sell
10,264
-93
-0.9% -$4.28K 0.26% 79
2025
Q3 		$474K Buy
10,357
+63
+0.6% +$2.84K 0.28% 77
2025
Q2 		$443K Sell
10,294
-67
-0.6% -$2.62K 0.27% 75
2025
Q1 		$426K Buy
10,361
+7
+0.1% +$312 0.29% 77
2024
Q4 		$449K Buy
10,354
+6
+0.1% +$268 0.3% 69
2024
Q3 		$443K Buy
10,348
+7
+0.1% +$296 0.3% 73
2024
Q2 		$402K Buy
10,341
+7
+0.1% +$264 0.28% 75
2024
Q1 		$403K Buy
10,334
+5
+0% +$183 0.27% 83
2023
Q4 		$381K Buy
10,329
+7
+0.1% +$220 0.29% 82
2023
Q3 		$295K Buy
10,322
+518
+5% +$15.9K 0.26% 93
2023
Q2 		$298K Sell
9,804
-2,476
-20% -$76.9K 0.26% 86
2023
Q1 		$419K Sell
12,280
-100
-0.8% -$4.37K 0.26% 96
2022
Q4 		$533K Hold
12,380
– – 0.35% 70
2022
Q3 		$539K Hold
12,380
– – 0.39% 65
2022
Q2 		$587K Hold
12,380
– – 0.4% 62
2022
Q1 		$702K Hold
12,380
– – 0.4% 58
2021
Q4 		$725K Buy
12,380
+145
+1% +$8.86K 0.39% 60
2021
Q3 		$718K Buy
12,235
+5,164
+73% +$289K 0.43% 58
2021
Q2 		$392K Sell
7,071
-25
-0.4% -$1.47K 0.24% 113
2021
Q1 		$414K Buy
7,096
+38
+0.5% +$2.08K 0.27% 100
2020
Q4 		$338K Sell
7,058
-342
-5% -$15.5K 0.24% 107
2020
Q3 		$282K Buy
7,400
+50
+0.7% +$1.88K 0.23% 123
2020
Q2 		$276K Hold
7,350
– – 0.24% 117
2020
Q1 		$227K Hold
7,350
– – 0.23% 117
2019
Q4 		$414K Buy
+7,350
New +$398K 0.37% 75

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

Successful Portfolios's TFC Position: Q2 2026 in Review

Successful Portfolios reduced its Truist Financial (TFC) stake by 0.41% in Q2 2026, selling an estimated $2.07K and leaving 10,243 shares worth $529K. The position accounts for 0.25% of the portfolio, ranked #81.

Successful Portfolios first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $725K in Q4 2021. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Successful Portfolios held 10,243 shares of Truist Financial worth $529K as of Q2 2026.
  • Successful Portfolios sold 42 Truist Financial shares in Q2 2026, an estimated $2.07K.
  • Truist Financial made up 0.25% of Successful Portfolios's portfolio in Q2 2026, its #81 holding.
  • Successful Portfolios first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Successful Portfolios's Truist Financial position peaked at $725K in Q4 2021.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.