VT
TFC icon

Vise Technologies’s Truist Financial TFC Stock Holding History

Vise Technologies’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 		$4.44M Buy
89,062
+48,277
+118% +$2.37M 0.05% 306
2026
Q1 		$2.01M Hold
40,785
– – 0.04% 366
2025
Q4 		$2.01M Buy
40,785
+11,612
+40% +$535K 0.04% 367
2025
Q3 		$1.33M Sell
29,173
-19,640
-40% -$885K 0.05% 354
2025
Q2 		$2.1M Buy
+48,813
New +$1.91M 0.09% 245
2024
Q4 		$559K Buy
12,884
+3,050
+31% +$136K 0.05% 394
2024
Q3 		$421K Buy
9,834
+2,499
+34% +$106K 0.05% 344
2024
Q2 		$285K Buy
+7,335
New +$277K 0.05% 325
2023
Q2 		– Sell
-6,796
Closed -$232K – 371
2023
Q1 		$232K Sell
6,796
-1,453
-18% -$63.4K 0.06% 296
2022
Q4 		$355K Buy
8,249
+1,959
+31% +$85.9K 0.11% 202
2022
Q3 		$274K Buy
+6,290
New +$303K 0.1% 223

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 $3.38T AUM 44.17% 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

Vise Technologies's TFC Position: Q2 2026 in Review

Vise Technologies increased its Truist Financial (TFC) stake by 118% in Q2 2026, buying an estimated $2.37M and bringing the position to 89,062 shares worth $4.44M. The position accounts for 0.05% of the portfolio, ranked #306.

Vise Technologies first reported a position in TFC in Q3 2022 and has held it in 11 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Vise Technologies held 89,062 shares of Truist Financial worth $4.44M as of Q2 2026.
  • Vise Technologies bought 48,277 Truist Financial shares in Q2 2026, an estimated $2.37M.
  • Truist Financial made up 0.05% of Vise Technologies's portfolio in Q2 2026, its #306 holding.
  • Vise Technologies first reported a position in Truist Financial in Q3 2022 and has held it in 11 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.