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Wright Investors Service’s Truist Financial TFC Stock Holding History

Wright Investors Service’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 		$474K Sell
9,521
-591
-6% -$29.1K 0.13% 127
2026
Q1 		$465K Buy
10,112
+57
+0.6% +$2.82K 0.15% 124
2025
Q4 		$495K Sell
10,055
-302
-3% -$13.9K 0.15% 119
2025
Q3 		$474K Sell
10,357
-610
-6% -$27.5K 0.14% 122
2025
Q2 		$471K Buy
10,967
+361
+3% +$14.1K 0.14% 122
2025
Q1 		$436K Sell
10,606
-1,036
-9% -$46.2K 0.14% 121
2024
Q4 		$505K Sell
11,642
-24,425
-68% -$1.09M 0.16% 105
2024
Q3 		$1.54M Sell
36,067
-14,487
-29% -$612K 0.4% 72
2024
Q2 		$1.96M Sell
50,554
-15,425
-23% -$583K 0.52% 57
2024
Q1 		$2.57M Buy
65,979
+234
+0.4% +$8.56K 0.65% 53
2023
Q4 		$2.43M Sell
65,745
-10,033
-13% -$315K 0.68% 50
2023
Q3 		$2.17M Buy
+75,778
New +$2.33M 0.63% 52
2020
Q2 		– Sell
-11,667
Closed -$360K – 156
2020
Q1 		$360K Buy
11,667
+86
+0.7% +$4.07K 0.16% 116
2019
Q4 		$652K Sell
11,581
-136
-1% -$7.36K 0.22% 101
2019
Q3 		$625K Buy
+11,717
New +$581K 0.22% 104

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

Wright Investors Service's TFC Position: Q2 2026 in Review

Wright Investors Service reduced its Truist Financial (TFC) stake by 5.8% in Q2 2026, selling an estimated $29.1K and leaving 9,521 shares worth $474K. The position accounts for 0.13% of the portfolio, ranked #127.

Wright Investors Service first reported a position in TFC in Q3 2019 and has held it in 15 quarters since. The position peaked at $2.57M in Q1 2024. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Wright Investors Service held 9,521 shares of Truist Financial worth $474K as of Q2 2026.
  • Wright Investors Service sold 591 Truist Financial shares in Q2 2026, an estimated $29.1K.
  • Truist Financial made up 0.13% of Wright Investors Service's portfolio in Q2 2026, its #127 holding.
  • Wright Investors Service first reported a position in Truist Financial in Q3 2019 and has held it in 15 quarters since.
  • Wright Investors Service's Truist Financial position peaked at $2.57M in Q1 2024.
  • 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.