SSG
TFC icon

Summit Securities Group’s Truist Financial TFC Stock Holding History

Summit Securities Group’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
2022
Q1 		– Sell
-2,000
Closed -$117K – 1350
2021
Q4 		$117K Buy
+2,000
New +$122K 0.01% 676

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

Summit Securities Group's TFC Position: Q2 2026 in Review

Summit Securities Group reduced its Truist Financial (TFC) stake by 5.9% in Q2 2026, selling an estimated $885 and leaving 289 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Summit Securities Group first reported a position in TFC in Q3 2013 and has held it in 27 quarters since. The position peaked at $1.17M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Summit Securities Group held 289 shares of Truist Financial worth $14.4K as of Q2 2026.
  • Summit Securities Group sold 18 Truist Financial shares in Q2 2026, an estimated $885.
  • Truist Financial made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #787 holding.
  • Summit Securities Group first reported a position in Truist Financial in Q3 2013 and has held it in 27 quarters since.
  • Summit Securities Group's Truist Financial position peaked at $1.17M in Q4 2025.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.