SAM
TFC icon

Summit Asset Management’s Truist Financial TFC Stock Holding History

Summit Asset 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 		$399K Buy
8,004
+15
+0.2% +$738 0.05% 136
2026
Q1 		$367K Buy
7,989
+15
+0.2% +$741 0.05% 129
2025
Q4 		$392K Buy
7,974
+15
+0.2% +$691 0.06% 122
2025
Q3 		$364K Sell
7,959
-1,280
-14% -$57.7K 0.06% 126
2025
Q2 		$397K Buy
9,239
+18
+0.2% +$704 0.06% 117
2025
Q1 		$379K Buy
9,221
+14
+0.2% +$624 0.07% 120
2024
Q4 		$399K Buy
9,207
+15
+0.2% +$669 0.07% 116
2024
Q3 		$393K Buy
9,192
+15
+0.2% +$633 0.07% 115
2024
Q2 		$357K Buy
9,177
+17
+0.2% +$642 0.07% 112
2024
Q1 		$357K Buy
9,160
+18
+0.2% +$658 0.08% 112
2023
Q4 		$338K Buy
9,142
+20
+0.2% +$628 0.08% 112
2023
Q3 		$261K Buy
9,122
+20
+0.2% +$615 0.07% 133
2023
Q2 		$276K Sell
9,102
-346
-4% -$10.7K 0.07% 128
2023
Q1 		$322K Sell
9,448
-89
-0.9% -$3.88K 0.09% 112
2022
Q4 		$410K Buy
9,537
+13
+0.1% +$570 0.12% 96
2022
Q3 		$415K Buy
9,524
+13
+0.1% +$625 0.13% 85
2022
Q2 		$451K Sell
9,511
-1,068
-10% -$52.7K 0.14% 87
2022
Q1 		$600K Buy
10,579
+374
+4% +$23.1K 0.17% 78
2021
Q4 		$598K Sell
10,205
-932
-8% -$56.9K 0.17% 77
2021
Q3 		$653K Sell
11,137
-964
-8% -$53.9K 0.2% 69
2021
Q2 		$672K Sell
12,101
-2,314
-16% -$136K 0.21% 68
2021
Q1 		$841K Sell
14,415
-78
-0.5% -$4.28K 0.29% 50
2020
Q4 		$695K Sell
14,493
-177
-1% -$8.01K 0.25% 58
2020
Q3 		$558K Buy
14,670
+1,474
+11% +$55.5K 0.23% 62
2020
Q2 		$496K Buy
13,196
+70
+0.5% +$2.52K 0.23% 61
2020
Q1 		$405K Buy
13,126
+56
+0.4% +$2.65K 0.22% 64
2019
Q4 		$736K Buy
+13,070
New +$708K 0.31% 47

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Summit Asset Management's TFC Position: Q2 2026 in Review

Summit Asset Management increased its Truist Financial (TFC) stake by 0.19% in Q2 2026, buying an estimated $738 and bringing the position to 8,004 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #136.

Summit Asset Management first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $841K in Q1 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Summit Asset Management held 8,004 shares of Truist Financial worth $399K as of Q2 2026.
  • Summit Asset Management bought 15 Truist Financial shares in Q2 2026, an estimated $738.
  • Truist Financial made up 0.05% of Summit Asset Management's portfolio in Q2 2026, its #136 holding.
  • Summit Asset Management first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Summit Asset Management's Truist Financial position peaked at $841K in Q1 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.