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Yousif Capital Management’s Truist Financial TFC Stock Holding History

Yousif Capital Management’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 		$6.96M Sell
139,730
-11,159
-7% -$549K 0.08% 235
2026
Q1 		$6.94M Sell
150,889
-6,336
-4% -$313K 0.08% 228
2025
Q4 		$7.73M Sell
157,225
-10,396
-6% -$479K 0.08% 213
2025
Q3 		$7.66M Sell
167,621
-12,138
-7% -$547K 0.08% 222
2025
Q2 		$7.73M Sell
179,759
-1,598
-0.9% -$62.5K 0.08% 223
2025
Q1 		$7.46M Sell
181,357
-1,089
-0.6% -$48.5K 0.09% 216
2024
Q4 		$7.91M Sell
182,446
-5,990
-3% -$267K 0.09% 207
2024
Q3 		$8.06M Sell
188,436
-3,008
-2% -$127K 0.09% 215
2024
Q2 		$7.44M Sell
191,444
-3,242
-2% -$122K 0.08% 218
2024
Q1 		$7.59M Sell
194,686
-2,229
-1% -$81.5K 0.08% 227
2023
Q4 		$7.27M Sell
196,915
-8,435
-4% -$265K 0.09% 220
2023
Q3 		$5.88M Sell
205,350
-4,838
-2% -$149K 0.07% 254
2023
Q2 		$6.38M Buy
210,188
+2,749
+1% +$85.4K 0.08% 247
2023
Q1 		$7.07M Sell
207,439
-9,069
-4% -$396K 0.09% 204
2022
Q4 		$9.32M Buy
216,508
+7,147
+3% +$314K 0.12% 163
2022
Q3 		$9.12M Buy
209,361
+431
+0.2% +$20.7K 0.13% 146
2022
Q2 		$9.91M Sell
208,930
-7,070
-3% -$349K 0.13% 142
2022
Q1 		$12.2M Buy
216,000
+2,450
+1% +$151K 0.13% 135
2021
Q4 		$12.5M Buy
+213,550
New +$13M 0.13% 138

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Yousif Capital Management's TFC Position: Q2 2026 in Review

Yousif Capital Management reduced its Truist Financial (TFC) stake by 7.4% in Q2 2026, selling an estimated $549K and leaving 139,730 shares worth $6.96M. The position accounts for 0.08% of the portfolio, ranked #235.

Yousif Capital Management first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.5M in Q4 2021. 385 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Yousif Capital Management held 139,730 shares of Truist Financial worth $6.96M as of Q2 2026.
  • Yousif Capital Management sold 11,159 Truist Financial shares in Q2 2026, an estimated $549K.
  • Truist Financial made up 0.08% of Yousif Capital Management's portfolio in Q2 2026, its #235 holding.
  • Yousif Capital Management first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Truist Financial position peaked at $12.5M in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.