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Summit Trail Advisors’s Truist Financial TFC Stock Holding History

Summit Trail 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 		$2.02M Buy
40,575
+3,342
+9% +$164K 0.03% 606
2026
Q1 		$1.71M Buy
37,233
+5,072
+16% +$251K 0.02% 641
2025
Q4 		$1.58M Sell
32,161
-1,148
-3% -$52.9K 0.03% 552
2025
Q3 		$1.52M Buy
33,309
+2,986
+10% +$135K 0.02% 595
2025
Q2 		$1.3M Buy
30,323
+7,581
+33% +$297K 0.02% 381
2025
Q1 		$936K Buy
22,742
+4,714
+26% +$210K 0.03% 167
2024
Q4 		$782K Buy
18,028
+2,799
+18% +$125K 0.03% 161
2024
Q3 		$651K Buy
15,229
+1,081
+8% +$45.7K 0.02% 345
2024
Q2 		$550K Buy
14,148
+4,037
+40% +$152K 0.01% 355
2024
Q1 		$394K Buy
10,111
+129
+1% +$4.72K 0.01% 390
2023
Q4 		$369K Buy
9,982
+68
+0.7% +$2.13K 0.01% 344
2023
Q3 		$284K Buy
9,914
+419
+4% +$12.9K 0.01% 390
2023
Q2 		$288K Sell
9,495
-1,073
-10% -$33.3K 0.01% 385
2023
Q1 		$360K Buy
10,568
+1,624
+18% +$70.9K 0.01% 285
2022
Q4 		$385K Sell
8,944
-115
-1% -$5.04K 0.02% 227
2022
Q3 		$394K Buy
9,059
+1,010
+13% +$48.6K 0.02% 216
2022
Q2 		$382K Sell
8,049
-168
-2% -$8.29K 0.02% 229
2022
Q1 		$466K Buy
+8,217
New +$508K 0.04% 184
2018
Q4 		– Sell
-3,030
Closed -$147K – 213
2018
Q3 		$147K Buy
+3,030
New +$155K 0.03% 220
2018
Q1 		– Sell
-3,209
Closed -$175K – 1527
2017
Q4 		$175K Buy
+3,209
New +$155K 0.02% 471

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

Summit Trail Advisors's TFC Position: Q2 2026 in Review

Summit Trail Advisors increased its Truist Financial (TFC) stake by 9% in Q2 2026, buying an estimated $164K and bringing the position to 40,575 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #606.

Summit Trail Advisors first reported a position in TFC in Q4 2017 and has held it in 20 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Summit Trail Advisors held 40,575 shares of Truist Financial worth $2.02M as of Q2 2026.
  • Summit Trail Advisors bought 3,342 Truist Financial shares in Q2 2026, an estimated $164K.
  • Truist Financial made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #606 holding.
  • Summit Trail Advisors first reported a position in Truist Financial in Q4 2017 and has held it in 20 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.