Truvestments Capital’s Truist Financial TFC Stock Holding History

Truvestments Capital’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	$123K	Buy	2,465 +793	+47%	+$39K	0.02%	379
2026 Q1	$76.9K	Hold	1,672	–	–	0.01%	435
2025 Q4	$82.3K	Hold	1,672	–	–	0.02%	371
2025 Q3	$76.4K	Buy	1,672 +284	+20%	+$12.8K	0.01%	381
2025 Q2	$59.7K	Hold	1,388	–	–	0.01%	371
2025 Q1	$57.1K	Buy	1,388 +1,088	+363%	+$48.5K	0.01%	377
2024 Q4	$13K	Buy	+300	New	+$13.4K	﹤0.01%	563
2023 Q4	–	Sell	-79	Closed	-$2.26K	–	815
2023 Q3	$2.26K	Hold	79	–	–	﹤0.01%	581
2023 Q2	$2.4K	Buy	+79	New	+$2.45K	﹤0.01%	591
2023 Q1	–	Sell	-167	Closed	-$7.19K	–	917
2022 Q4	$7.19K	Buy	+167	New	+$7.33K	﹤0.01%	500
2022 Q1	–	Sell	-201	Closed	-$12K	–	508
2021 Q4	$12K	Hold	201	–	–	0.01%	389
2021 Q3	$12K	Hold	201	–	–	0.01%	362
2021 Q2	$11K	Sell	201 -286	-59%	-$16.8K	0.01%	385
2021 Q1	$29K	Buy	487 +286	+142%	+$15.7K	0.02%	333
2020 Q4	$9K	Buy	+201	New	+$9.1K	0.01%	447
2020 Q3	–	Sell	-201	Closed	-$7K	–	530
2020 Q2	$7K	Hold	201	–	–	0.01%	433
2020 Q1	$6K	Buy	+201	New	+$9.51K	0.01%	407
2019 Q4	–	Sell	-654	Closed	-$35K	–	540
2019 Q3	$35K	Buy	654 +89	+16%	+$4.41K	0.02%	313
2019 Q2	$28K	Sell	565 -88	-13%	-$4.31K	0.02%	367
2019 Q1	$30K	Buy	+653	New	+$31.9K	0.02%	343
2018 Q3	$364K	Buy	7,501 +20	+0.3%	+$1.03K	0.18%	123
2018 Q2	$377K	Buy	+7,481	New	+$397K	0.24%	113

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 $3.38T AUM 44.17% 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

Truvestments Capital's TFC Position: Q2 2026 in Review

Truvestments Capital increased its Truist Financial (TFC) stake by 47% in Q2 2026, buying an estimated $39K and bringing the position to 2,465 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #379.

Truvestments Capital first reported a position in TFC in Q2 2018 and has held it in 22 quarters since. The position peaked at $377K in Q2 2018. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Truvestments Capital held 2,465 shares of Truist Financial worth $123K as of Q2 2026.
Truvestments Capital bought 793 Truist Financial shares in Q2 2026, an estimated $39K.
Truist Financial made up 0.02% of Truvestments Capital's portfolio in Q2 2026, its #379 holding.
Truvestments Capital first reported a position in Truist Financial in Q2 2018 and has held it in 22 quarters since.
Truvestments Capital's Truist Financial position peaked at $377K in Q2 2018.
1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.