XF
TFC icon

XML Financial’s Truist Financial TFC Stock Holding History

XML Financial’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 		$3.34M Sell
67,007
-2,275
-3% -$112K 0.24% 92
2026
Q1 		$3.18M Sell
69,282
-5,009
-7% -$248K 0.26% 88
2025
Q4 		$3.66M Sell
74,291
-10,373
-12% -$478K 0.3% 79
2025
Q3 		$3.87M Sell
84,664
-4,815
-5% -$217K 0.32% 80
2025
Q2 		$3.85M Sell
89,479
-2,269
-2% -$88.8K 0.33% 76
2025
Q1 		$3.78M Sell
91,748
-5,729
-6% -$255K 0.35% 77
2024
Q4 		$4.23M Sell
97,477
-1,931
-2% -$86.2K 0.39% 72
2024
Q3 		$4.25M Sell
99,408
-663
-0.7% -$28K 0.39% 72
2024
Q2 		$3.89M Sell
100,071
-2,347
-2% -$88.7K 0.39% 73
2024
Q1 		$3.99M Sell
102,418
-20,239
-17% -$740K 0.41% 70
2023
Q4 		$4.53M Sell
122,657
-3,390
-3% -$106K 0.48% 65
2023
Q3 		$3.61M Sell
126,047
-3,516
-3% -$108K 0.43% 71
2023
Q2 		$3.93M Sell
129,563
-1,003
-0.8% -$31.1K 0.45% 66
2023
Q1 		$4.45M Buy
130,566
+3,111
+2% +$136K 0.54% 59
2022
Q4 		$5.48M Buy
127,455
+7,395
+6% +$324K 0.69% 47
2022
Q3 		$5.23M Buy
120,060
+115,348
+2,448% +$5.55M 0.73% 44
2022
Q2 		$223K Sell
4,712
-103,597
-96% -$5.11M 0.05% 202
2022
Q1 		$6.14M Buy
108,309
+343
+0.3% +$21.2K 0.73% 42
2021
Q4 		$6.32M Sell
107,966
-398
-0.4% -$24.3K 0.76% 39
2021
Q3 		$6.36M Buy
108,364
+103,727
+2,237% +$5.8M 0.85% 35
2021
Q2 		$257K Buy
4,637
+16
+0.3% +$940 0.06% 190
2021
Q1 		$269K Sell
4,621
-146
-3% -$8K 0.07% 173
2020
Q4 		$229K Buy
+4,767
New +$216K 0.06% 185
2020
Q1 		– Sell
-4,839
Closed -$273K – 195
2019
Q4 		$273K Buy
+4,839
New +$262K 0.1% 143

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

XML Financial's TFC Position: Q2 2026 in Review

XML Financial reduced its Truist Financial (TFC) stake by 3.3% in Q2 2026, selling an estimated $112K and leaving 67,007 shares worth $3.34M. The position accounts for 0.24% of the portfolio, ranked #92.

XML Financial first reported a position in TFC in Q4 2019 and has held it in 24 quarters since. The position peaked at $6.36M in Q3 2021. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • XML Financial held 67,007 shares of Truist Financial worth $3.34M as of Q2 2026.
  • XML Financial sold 2,275 Truist Financial shares in Q2 2026, an estimated $112K.
  • Truist Financial made up 0.24% of XML Financial's portfolio in Q2 2026, its #92 holding.
  • XML Financial first reported a position in Truist Financial in Q4 2019 and has held it in 24 quarters since.
  • XML Financial's Truist Financial position peaked at $6.36M in Q3 2021.
  • 1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.