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Summitry LLC’s Truist Financial TFC Stock Holding History

Summitry LLC’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 		$244K Buy
+4,897
New +$241K 0.01% 295

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

Summitry LLC's TFC Position: Q2 2026 in Review

Summitry LLC opened a new position in Truist Financial (TFC) in Q2 2026: 4,897 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings.

1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Summitry LLC held 4,897 shares of Truist Financial worth $244K as of Q2 2026.
  • Truist Financial was a new Summitry LLC position in Q2 2026.
  • Truist Financial made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #295 holding.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.