WFI
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West Family Investments’s Truist Financial TFC Stock Holding History

West Family Investments’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 		$274K Buy
5,498
+242
+5% +$11.9K 0.08% 356
2026
Q1 		$242K Sell
5,256
-46
-0.9% -$2.27K 0.08% 212
2025
Q4 		$261K Sell
5,302
-1,313
-20% -$60.5K 0.06% 279
2025
Q3 		$302K Buy
6,615
+46
+0.7% +$2.07K 0.07% 284
2025
Q2 		$282K Buy
6,569
+1,313
+25% +$51.4K 0.07% 267
2025
Q1 		$216K Hold
5,256
– – 0.08% 228
2024
Q4 		$228K Sell
5,256
-46
-0.9% -$2.05K 0.08% 246
2024
Q3 		$227K Buy
5,302
+89
+2% +$3.76K 0.08% 253
2024
Q2 		$203K Hold
5,213
– – 0.06% 237
2024
Q1 		$203K Buy
+5,213
New +$191K 0.06% 245
2022
Q2 		– Sell
-5,495
Closed -$312K – 307
2022
Q1 		$312K Buy
5,495
+1,390
+34% +$85.9K 0.09% 186
2021
Q4 		$240K Sell
4,105
-67
-2% -$4.09K 0.07% 255
2021
Q3 		$245K Sell
4,172
-204
-5% -$11.4K 0.06% 256
2021
Q2 		$243K Buy
+4,376
New +$257K 0.07% 278

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

West Family Investments's TFC Position: Q2 2026 in Review

West Family Investments increased its Truist Financial (TFC) stake by 4.6% in Q2 2026, buying an estimated $11.9K and bringing the position to 5,498 shares worth $274K. The position accounts for 0.08% of the portfolio, ranked #356.

West Family Investments first reported a position in TFC in Q2 2021 and has held it in 14 quarters since. The position peaked at $312K in Q1 2022. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • West Family Investments held 5,498 shares of Truist Financial worth $274K as of Q2 2026.
  • West Family Investments bought 242 Truist Financial shares in Q2 2026, an estimated $11.9K.
  • Truist Financial made up 0.08% of West Family Investments's portfolio in Q2 2026, its #356 holding.
  • West Family Investments first reported a position in Truist Financial in Q2 2021 and has held it in 14 quarters since.
  • West Family Investments's Truist Financial position peaked at $312K in Q1 2022.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.