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USA Financial Formulas’s Truist Financial TFC Stock Holding History

USA Financial Formulas’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 		– Sell
-3,841
Closed -$177K – 526
2026
Q1 		$177K Buy
+3,841
New +$190K 0.03% 129
2025
Q2 		– Sell
-5,500
Closed -$226K – 348
2025
Q1 		$226K Buy
5,500
+58
+1% +$2.58K 0.04% 126
2024
Q4 		$236K Sell
5,442
-90
-2% -$4.02K 0.04% 148
2024
Q3 		$237K Buy
5,532
+421
+8% +$17.8K 0.04% 144
2024
Q2 		$199K Buy
5,111
+5,072
+13,005% +$192K 0.03% 165
2024
Q1 		$1.52K Buy
39
+4
+11% +$146 ﹤0.01% 291
2023
Q4 		$1.29K Buy
35
+3
+9% +$94 ﹤0.01% 319
2023
Q3 		$916 Hold
32
– – ﹤0.01% 403
2023
Q2 		$971 Hold
32
– – ﹤0.01% 373
2023
Q1 		$1.09K Buy
+32
New +$1.4K ﹤0.01% 291
2022
Q3 		$0 Hold
8
– – ﹤0.01% 414
2022
Q2 		$0 Sell
8
-1,205
-99% -$59.4K ﹤0.01% 440
2022
Q1 		$69K Buy
1,213
+1,205
+15,063% +$74.4K 0.07% 127
2021
Q4 		$0 Sell
8
-263
-97% -$16.1K ﹤0.01% 487
2021
Q3 		$16K Sell
271
-20,445
-99% -$1.14M 0.01% 228
2021
Q2 		$1.15M Buy
20,716
+844
+4% +$49.6K 0.96% 29
2021
Q1 		$1.16M Buy
+19,872
New +$1.09M 0.94% 40
2018
Q3 		– Sell
-63,307
Closed -$3.29M – 394
2018
Q2 		$3.29M Sell
63,307
-513
-0.8% -$27.3K 0.8% 53
2018
Q1 		$3.32M Buy
+63,820
New +$3.44M 0.8% 53
2017
Q2 		– Sell
-78,924
Closed -$3.53M – 314
2017
Q1 		$3.53M Buy
+78,924
New +$3.69M 0.85% 39
2015
Q2 		– Sell
-10,826
Closed -$422K – 275
2015
Q1 		$422K Buy
+10,826
New +$408K 0.14% 133

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

USA Financial Formulas's TFC Position: Q2 2026 in Review

USA Financial Formulas sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 3,841 shares — an estimated $177K sold.

USA Financial Formulas first reported a position in TFC in Q1 2015 and held it in 21 quarters. The position peaked at $3.53M in Q1 2017. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • USA Financial Formulas reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 3,841 Truist Financial shares in Q2 2026, an estimated $177K.
  • USA Financial Formulas first reported a position in Truist Financial in Q1 2015 and held it in 21 quarters.
  • USA Financial Formulas's Truist Financial position peaked at $3.53M in Q1 2017.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.