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Transamerica Financial Advisors’s Truist Financial TFC Stock Holding History

Transamerica Financial 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 		$579K Sell
11,621
-1,997
-15% -$98.2K 0.05% 275
2026
Q1 		$626K Buy
13,618
+3,564
+35% +$176K 0.05% 267
2025
Q4 		$495K Buy
10,054
+1,367
+16% +$63K 0.04% 270
2025
Q3 		$397K Buy
8,687
+3,191
+58% +$144K 0.03% 255
2025
Q2 		$236K Sell
5,496
-250
-4% -$9.78K 0.02% 221
2025
Q1 		$237K Sell
5,746
-90
-2% -$4.01K 0.02% 212
2024
Q4 		$254K Sell
5,836
-80
-1% -$3.57K 0.03% 214
2024
Q3 		$254K Buy
5,916
+2,408
+69% +$102K 0.02% 219
2024
Q2 		$137K Hold
3,508
– – 0.01% 217
2024
Q1 		$137K Sell
3,508
-157
-4% -$5.74K 0.01% 237
2023
Q4 		$136K Sell
3,665
-640
-15% -$20.1K 0.02% 259
2023
Q3 		$124K Buy
4,305
+60
+1% +$1.84K 0.02% 240
2023
Q2 		$129K Buy
+4,245
New +$132K 0.02% 240
2023
Q1 		– Sell
-1
Closed -$1K – 703
2022
Q4 		$1K Hold
1
– – ﹤0.01% 649
2022
Q3 		$1K Hold
1
– – ﹤0.01% 609
2022
Q2 		$1K Buy
+1
New +$49 ﹤0.01% 616
2020
Q3 		– Sell
-4,900
Closed -$184K – 457
2020
Q2 		$184K Buy
+4,900
New +$176K 0.04% 173
2019
Q3 		– Sell
-2,537
Closed -$125K – 475
2019
Q2 		$125K Buy
+2,537
New +$124K 0.03% 210
2019
Q1 		– Sell
-807
Closed -$35K – 415
2018
Q4 		$35K Buy
807
+695
+621% +$33.4K 0.01% 238
2018
Q3 		$6K Buy
+112
New +$5.75K ﹤0.01% 333

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Transamerica Financial Advisors's TFC Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Truist Financial (TFC) stake by 15% in Q2 2026, selling an estimated $98.2K and leaving 11,621 shares worth $579K. The position accounts for 0.05% of the portfolio, ranked #275.

Transamerica Financial Advisors first reported a position in TFC in Q3 2018 and has held it in 20 quarters since. The position peaked at $626K in Q1 2026. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Transamerica Financial Advisors held 11,621 shares of Truist Financial worth $579K as of Q2 2026.
  • Transamerica Financial Advisors sold 1,997 Truist Financial shares in Q2 2026, an estimated $98.2K.
  • Truist Financial made up 0.05% of Transamerica Financial Advisors's portfolio in Q2 2026, its #275 holding.
  • Transamerica Financial Advisors first reported a position in Truist Financial in Q3 2018 and has held it in 20 quarters since.
  • Transamerica Financial Advisors's Truist Financial position peaked at $626K in Q1 2026.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.