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tru Independence’s Truist Financial TFC Stock Holding History

tru Independence’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 		$363K Sell
7,277
-568
-7% -$27.9K 0.16% 75
2026
Q1 		$361K Buy
7,845
+41
+0.5% +$2.03K 0.18% 69
2025
Q4 		$384K Buy
7,804
+47
+0.6% +$2.17K 0.1% 98
2025
Q3 		$355K Buy
7,757
+298
+4% +$13.4K 0.09% 101
2025
Q2 		$321K Buy
7,459
+101
+1% +$3.95K 0.09% 100
2025
Q1 		$303K Buy
7,358
+49
+0.7% +$2.18K 0.09% 97
2024
Q4 		$317K Buy
7,309
+46
+0.6% +$2.05K 0.1% 93
2024
Q3 		$311K Sell
7,263
-122,441
-94% -$5.17M 0.09% 94
2024
Q2 		$5.04M Sell
129,704
-3,191
-2% -$121K 1.52% 30
2024
Q1 		$5.18M Sell
132,895
-1,124
-0.8% -$41.1K 1.53% 32
2023
Q4 		$4.95M Sell
134,019
-1,148
-0.8% -$36K 1.5% 30
2023
Q3 		$3.87M Buy
135,167
+9,200
+7% +$283K 1.34% 38
2023
Q2 		$3.82M Buy
125,967
+11,285
+10% +$350K 1.26% 40
2023
Q1 		$3.91M Sell
114,682
-1,636
-1% -$71.4K 1.26% 44
2022
Q4 		$5.01M Buy
116,318
+8,878
+8% +$389K 1.62% 31
2022
Q3 		$4.68M Buy
107,440
+3,944
+4% +$190K 1.65% 26
2022
Q2 		$4.91M Buy
103,496
+9,648
+10% +$476K 1.58% 33
2022
Q1 		$5.32M Sell
93,848
-34,466
-27% -$2.13M 1.44% 32
2021
Q4 		$7.51M Sell
128,314
-4,102
-3% -$251K 2.05% 5
2021
Q3 		$7.77M Sell
132,416
-6,346
-5% -$355K 2.17% 2
2021
Q2 		$7.7M Buy
138,762
+299
+0.2% +$17.6K 2.27% 4
2021
Q1 		$8.07M Buy
138,463
+381
+0.3% +$20.9K 1.53% 9
2020
Q4 		$6.62K Buy
138,082
+2,591
+2% +$117K 0.01% 276
2020
Q3 		$5.16M Sell
135,491
-6,562
-5% -$247K 1.46% 24
2020
Q2 		$5.33M Buy
142,053
+56,698
+66% +$2.04M 0.77% 27
2020
Q1 		$2.63M Sell
85,355
-79,431
-48% -$3.76M 0.43% 64
2019
Q4 		$7.11M Buy
+164,786
New +$8.92M 1.02% 31

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

tru Independence's TFC Position: Q2 2026 in Review

tru Independence reduced its Truist Financial (TFC) stake by 7.2% in Q2 2026, selling an estimated $27.9K and leaving 7,277 shares worth $363K. The position accounts for 0.16% of the portfolio, ranked #75.

tru Independence first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.07M in Q1 2021. 1,701 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • tru Independence held 7,277 shares of Truist Financial worth $363K as of Q2 2026.
  • tru Independence sold 568 Truist Financial shares in Q2 2026, an estimated $27.9K.
  • Truist Financial made up 0.16% of tru Independence's portfolio in Q2 2026, its #75 holding.
  • tru Independence first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • tru Independence's Truist Financial position peaked at $8.07M in Q1 2021.
  • 1,701 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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