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Symphony Financial’s Truist Financial TFC Stock Holding History

Symphony Financial’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 		$539K Buy
10,685
+317
+3% +$15.6K 0.06% 188
2026
Q1 		$470K Sell
10,368
-475
-4% -$23.5K 0.06% 177
2025
Q4 		$537K Sell
10,843
-16,425
-60% -$756K 0.07% 155
2025
Q3 		$1.23M Buy
27,268
+2,238
+9% +$101K 0.15% 107
2025
Q2 		$1.19M Buy
25,030
+8,682
+53% +$340K 0.16% 106
2025
Q1 		$592K Sell
16,348
-13,737
-46% -$612K 0.35% 52
2024
Q4 		$1.41M Buy
30,085
+1,871
+7% +$83.5K 0.22% 86
2024
Q3 		$1.19M Buy
28,214
+3,468
+14% +$146K 0.2% 90
2024
Q2 		$966K Buy
+24,746
New +$935K 0.18% 98
2024
Q1 		– Sell
-20,159
Closed -$756K – 206
2023
Q4 		$756K Buy
+20,159
New +$633K 0.16% 108

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Symphony Financial's TFC Position: Q2 2026 in Review

Symphony Financial increased its Truist Financial (TFC) stake by 3.1% in Q2 2026, buying an estimated $15.6K and bringing the position to 10,685 shares worth $539K. The position accounts for 0.06% of the portfolio, ranked #188.

Symphony Financial first reported a position in TFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2024. 1,434 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Symphony Financial held 10,685 shares of Truist Financial worth $539K as of Q2 2026.
  • Symphony Financial bought 317 Truist Financial shares in Q2 2026, an estimated $15.6K.
  • Truist Financial made up 0.06% of Symphony Financial's portfolio in Q2 2026, its #188 holding.
  • Symphony Financial first reported a position in Truist Financial in Q4 2023 and has held it in 10 quarters since.
  • Symphony Financial's Truist Financial position peaked at $1.41M in Q4 2024.
  • 1,434 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.