TSS
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Taylor Securities Services’s Truist Financial TFC Stock Holding History

Taylor Securities Services’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 		$249K Hold
5,000
– – 0.1% 54
2026
Q1 		$230K Buy
+5,000
New +$247K 0.11% 50

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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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

Taylor Securities Services's TFC Position: Q2 2026 in Review

Taylor Securities Services held its Truist Financial (TFC) position steady in Q2 2026 at 5,000 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #54.

Taylor Securities Services first reported a position in TFC in Q1 2026 and has held it in 2 quarters since. 1,691 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Taylor Securities Services held 5,000 shares of Truist Financial worth $249K as of Q2 2026.
  • Taylor Securities Services left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.1% of Taylor Securities Services's portfolio in Q2 2026, its #54 holding.
  • Taylor Securities Services first reported a position in Truist Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Taylor Securities Services's 13F filing for Q2 2026, filed 13 Aug 2026.