Tidemark’s Truist Financial TFC Stock Holding History

Tidemark’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	$6.33K	Hold	127	–	–	﹤0.01%	561
2026 Q1	$5.84K	Buy	+127	New	+$6.28K	﹤0.01%	531

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Tidemark's TFC Position: Q2 2026 in Review

Tidemark held its Truist Financial (TFC) position steady in Q2 2026 at 127 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Tidemark first reported a position in TFC in Q1 2026 and has held it in 2 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Tidemark held 127 shares of Truist Financial worth $6.33K as of Q2 2026.
Tidemark left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #561 holding.
Tidemark first reported a position in Truist Financial in Q1 2026 and has held it in 2 quarters since.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.