Veratis Advisors’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.62M Buy
+52,525
New +$2.58M 1.85% 13
2025
Q4
$2.74M Buy
+52,525
New +$2.42M 2.17% 11

Other funds holding TFC

Veratis Advisors's TFC Position: Q2 2026 in Review

Veratis Advisors opened a new position in Truist Financial (TFC) in Q2 2026: 52,525 shares worth $2.62M. The stake represents 1.85% of the portfolio and ranks #13 among its holdings. This is a return to the name: Veratis Advisors previously reported a position in TFC as recently as Q4 2025.

Veratis Advisors first reported a position in TFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.74M in Q4 2025. 1,697 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Veratis Advisors held 52,525 shares of Truist Financial worth $2.62M as of Q2 2026.
  • Truist Financial was a new Veratis Advisors position in Q2 2026.
  • Truist Financial made up 1.85% of Veratis Advisors's portfolio in Q2 2026, its #13 holding.
  • Veratis Advisors first reported a position in Truist Financial in Q4 2025 and has held it in 2 quarters since.
  • Veratis Advisors's Truist Financial position peaked at $2.74M in Q4 2025.
  • 1,697 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Veratis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.