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Swan Capital’s Truist Financial TFC Stock Holding History

Swan Capital’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 		$8.97K Buy
180
+10
+6% +$492 ﹤0.01% 211
2026
Q1 		$7.82K Sell
170
-400
-70% -$19.8K ﹤0.01% 223
2025
Q4 		$28.1K Hold
570
– – 0.01% 106
2025
Q3 		$26.1K Hold
570
– – 0.01% 108
2025
Q2 		$24.5K Hold
570
– – 0.01% 104
2025
Q1 		$23.5K Hold
570
– – 0.01% 94
2024
Q4 		$24.7K Hold
570
– – 0.01% 87
2024
Q3 		$24.4K Sell
570
-162
-22% -$6.84K 0.01% 95
2024
Q2 		$28.4K Buy
+732
New +$27.7K 0.02% 89

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

Swan Capital's TFC Position: Q2 2026 in Review

Swan Capital increased its Truist Financial (TFC) stake by 5.9% in Q2 2026, buying an estimated $492 and bringing the position to 180 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Swan Capital first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $28.4K in Q2 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Swan Capital held 180 shares of Truist Financial worth $8.97K as of Q2 2026.
  • Swan Capital bought 10 Truist Financial shares in Q2 2026, an estimated $492.
  • Truist Financial made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #211 holding.
  • Swan Capital first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's Truist Financial position peaked at $28.4K in Q2 2024.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.