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TAGStone Capital’s Truist Financial TFC Stock Holding History

TAGStone 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 		$412K Buy
8,277
+2,648
+47% +$130K 0.13% 103
2026
Q1 		$259K Buy
+5,629
New +$278K 0.09% 122
2025
Q1 		– Sell
-5,725
Closed -$248K – 101
2024
Q4 		$248K Buy
+5,725
New +$255K 0.12% 85

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

TAGStone Capital's TFC Position: Q2 2026 in Review

TAGStone Capital increased its Truist Financial (TFC) stake by 47% in Q2 2026, buying an estimated $130K and bringing the position to 8,277 shares worth $412K. The position accounts for 0.13% of the portfolio, ranked #103.

TAGStone Capital first reported a position in TFC in Q4 2024 and has held it in 3 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • TAGStone Capital held 8,277 shares of Truist Financial worth $412K as of Q2 2026.
  • TAGStone Capital bought 2,648 Truist Financial shares in Q2 2026, an estimated $130K.
  • Truist Financial made up 0.13% of TAGStone Capital's portfolio in Q2 2026, its #103 holding.
  • TAGStone Capital first reported a position in Truist Financial in Q4 2024 and has held it in 3 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.