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BOLTON SECURITIES CORPORATION’s Truist Financial TFC Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$79K Hold
1,707
– – ﹤0.01% 1190
2026
Q2 		$85K Buy
1,707
+170
+11% +$8.36K ﹤0.01% 1163
2026
Q1 		$70.7K Buy
+1,537
New +$75.9K ﹤0.01% 1142
2025
Q3 		$70.3K Buy
+1,537
New +$69.3K ﹤0.01% 1066
2025
Q1 		$63.2K Buy
+1,537
New +$68.5K ﹤0.01% 984

Other funds holding TFC

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's TFC Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Truist Financial (TFC) position steady in Q3 2026 at 1,707 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

BOLTON SECURITIES CORPORATION first reported a position in TFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $85K in Q2 2026. 1,201 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,707 shares of Truist Financial worth $79K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Truist Financial share count unchanged in Q3 2026.
  • Truist Financial made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1190 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Truist Financial in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Truist Financial position peaked at $85K in Q2 2026.
  • 1,201 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.