TCA
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Transcend Capital Advisors’s Truist Financial TFC Stock Holding History

Transcend Capital 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 		$424K Sell
8,520
-431
-5% -$21.2K 0.03% 509
2026
Q1 		$411K Sell
8,951
-455
-5% -$22.5K 0.03% 439
2025
Q4 		$463K Sell
9,406
-417
-4% -$19.2K 0.04% 378
2025
Q3 		$449K Buy
9,823
+1,585
+19% +$71.5K 0.03% 397
2025
Q2 		$354K Buy
8,238
+2,173
+36% +$85K 0.03% 413
2025
Q1 		$250K Sell
6,065
-236
-4% -$10.5K 0.02% 516
2024
Q4 		$273K Sell
6,301
-61
-1% -$2.72K 0.02% 464
2024
Q3 		$272K Sell
6,362
-287
-4% -$12.1K 0.02% 501
2024
Q2 		$258K Buy
+6,649
New +$251K 0.02% 494
2024
Q1 		– Sell
-18,270
Closed -$675K – 552
2023
Q4 		$675K Sell
18,270
-10,351
-36% -$325K 0.06% 270
2023
Q3 		$819K Sell
28,621
-4,174
-13% -$128K 0.08% 231
2023
Q2 		$995K Sell
32,795
-562
-2% -$17.5K 0.09% 213
2023
Q1 		$1.14M Sell
33,357
-7,126
-18% -$311K 0.12% 180
2022
Q4 		$1.74M Buy
40,483
+1,843
+5% +$80.8K 0.19% 129
2022
Q3 		$1.68M Buy
38,640
+5,399
+16% +$260K 0.19% 128
2022
Q2 		$1.58M Sell
33,241
-366
-1% -$18.1K 0.16% 147
2022
Q1 		$1.91M Buy
33,607
+1,369
+4% +$84.6K 0.17% 138
2021
Q4 		$1.89M Buy
32,238
+4,735
+17% +$289K 0.17% 148
2021
Q3 		$1.77M Buy
+27,503
New +$1.54M 0.16% 143
2021
Q2 		– Sell
-26,850
Closed -$1.57M – 418
2021
Q1 		$1.57M Sell
26,850
-652
-2% -$35.7K 0.19% 126
2020
Q4 		$1.32M Buy
+27,502
New +$1.25M 0.17% 138
2020
Q2 		– Sell
-6,411
Closed -$203K – 191
2020
Q1 		$203K Sell
6,411
-290
-4% -$13.7K 0.06% 195
2019
Q4 		$377K Buy
+6,701
New +$363K 0.1% 160

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 $3.38T AUM 44.17% 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

Transcend Capital Advisors's TFC Position: Q2 2026 in Review

Transcend Capital Advisors reduced its Truist Financial (TFC) stake by 4.8% in Q2 2026, selling an estimated $21.2K and leaving 8,520 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #509.

Transcend Capital Advisors first reported a position in TFC in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.91M in Q1 2022. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Transcend Capital Advisors held 8,520 shares of Truist Financial worth $424K as of Q2 2026.
  • Transcend Capital Advisors sold 431 Truist Financial shares in Q2 2026, an estimated $21.2K.
  • Truist Financial made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #509 holding.
  • Transcend Capital Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 23 quarters since.
  • Transcend Capital Advisors's Truist Financial position peaked at $1.91M in Q1 2022.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.