TBFA
TFC icon

Three Bearings Fiduciary Advisors’s Truist Financial TFC Stock Holding History

Three Bearings Fiduciary Advisors’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 		$997 Hold
20
– – ﹤0.01% 273
2026
Q1 		$920 Hold
20
– – ﹤0.01% 287
2025
Q4 		$1.03K Buy
+20
New +$921 ﹤0.01% 297

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Three Bearings Fiduciary Advisors's TFC Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Truist Financial (TFC) position steady in Q2 2026 at 20 shares worth $997. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Three Bearings Fiduciary Advisors first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03K in Q4 2025. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 20 shares of Truist Financial worth $997 as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #273 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Truist Financial position peaked at $1.03K in Q4 2025.
  • 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.