TF
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Trek Financial’s Truist Financial TFC Stock Holding History

Trek Financial’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 		$216K Sell
4,336
-154
-3% -$7.58K 0.01% 476
2026
Q1 		$206K Buy
4,490
+27
+0.6% +$1.33K 0.01% 452
2025
Q4 		$220K Buy
+4,463
New +$206K 0.01% 421

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
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

Trek Financial's TFC Position: Q2 2026 in Review

Trek Financial reduced its Truist Financial (TFC) stake by 3.4% in Q2 2026, selling an estimated $7.58K and leaving 4,336 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #476.

Trek Financial first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $220K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Trek Financial held 4,336 shares of Truist Financial worth $216K as of Q2 2026.
  • Trek Financial sold 154 Truist Financial shares in Q2 2026, an estimated $7.58K.
  • Truist Financial made up 0.01% of Trek Financial's portfolio in Q2 2026, its #476 holding.
  • Trek Financial first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • Trek Financial's Truist Financial position peaked at $220K in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.