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Vestmark Advisory Solutions’s Truist Financial TFC Stock Holding History

Vestmark Advisory Solutions’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 		$3.81M Buy
76,387
+15,168
+25% +$746K 0.04% 472
2026
Q1 		$2.81M Buy
61,219
+19,948
+48% +$986K 0.03% 505
2025
Q4 		$2.03M Buy
41,271
+24,718
+149% +$1.14M 0.03% 571
2025
Q3 		$757K Buy
16,553
+5,568
+51% +$251K 0.01% 605
2025
Q2 		$472K Sell
10,985
-10,494
-49% -$411K 0.01% 629
2025
Q1 		$884K Buy
21,479
+8,362
+64% +$373K 0.02% 416
2024
Q4 		$569K Buy
13,117
+7,918
+152% +$353K 0.02% 391
2024
Q3 		$222K Buy
+5,199
New +$220K 0.01% 513
2023
Q3 		– Sell
-118,309
Closed -$3.59M – 823
2023
Q2 		$3.59M Sell
118,309
-3,091
-3% -$96K 0.14% 195
2023
Q1 		$4.14M Buy
121,400
+11,430
+10% +$499K 0.18% 160
2022
Q4 		$4.73M Buy
109,970
+1,318
+1% +$57.8K 0.23% 113
2022
Q3 		$4.73M Buy
108,652
+18,783
+21% +$904K 0.26% 94
2022
Q2 		$4.26M Buy
89,869
+23,434
+35% +$1.16M 0.24% 100
2022
Q1 		$3.77M Buy
66,435
+5,239
+9% +$324K 0.21% 106
2021
Q4 		$3.58M Buy
61,196
+690
+1% +$42.2K 0.2% 110
2021
Q3 		$3.55M Buy
60,506
+7,834
+15% +$438K 0.24% 99
2021
Q2 		$2.92M Buy
52,672
+1,383
+3% +$81.2K 0.21% 119
2021
Q1 		$2.99M Sell
51,289
-218
-0.4% -$11.9K 0.27% 98
2020
Q4 		$2.47M Buy
51,507
+1,524
+3% +$69K 0.28% 99
2020
Q3 		$1.9M Buy
49,983
+65
+0.1% +$2.45K 0.26% 120
2020
Q2 		$1.87M Sell
49,918
-1,675
-3% -$60.3K 0.29% 97
2020
Q1 		$1.59M Sell
51,593
-4,538
-8% -$215K 0.31% 90
2019
Q4 		$3.16M Buy
56,131
+37,075
+195% +$2.01M 0.65% 41
2019
Q3 		$1.02M Buy
19,056
+6,376
+50% +$316K 0.16% 179
2019
Q2 		$623K Sell
12,680
-24,986
-66% -$1.22M 0.11% 247
2019
Q1 		$1.75M Buy
+37,666
New +$1.84M 0.31% 88

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Vestmark Advisory Solutions's TFC Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Truist Financial (TFC) stake by 25% in Q2 2026, buying an estimated $746K and bringing the position to 76,387 shares worth $3.81M. The position accounts for 0.04% of the portfolio, ranked #472.

Vestmark Advisory Solutions first reported a position in TFC in Q1 2019 and has held it in 26 quarters since. The position peaked at $4.73M in Q4 2022. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Vestmark Advisory Solutions held 76,387 shares of Truist Financial worth $3.81M as of Q2 2026.
  • Vestmark Advisory Solutions bought 15,168 Truist Financial shares in Q2 2026, an estimated $746K.
  • Truist Financial made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #472 holding.
  • Vestmark Advisory Solutions first reported a position in Truist Financial in Q1 2019 and has held it in 26 quarters since.
  • Vestmark Advisory Solutions's Truist Financial position peaked at $4.73M in Q4 2022.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.