44 Wealth Management’s Truist Financial TFC Stock Holding History

44 Wealth 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	$305K	Sell	6,125 -270	-4%	-$13.3K	0.1%	160
2026 Q1	$294K	Sell	6,395 -61	-0.9%	-$3.01K	0.1%	161
2025 Q4	$318K	Buy	6,456 +107	+2%	+$4.93K	0.11%	169
2025 Q3	$290K	Sell	6,349 -7	-0.1%	-$316	0.1%	175
2025 Q2	$273K	Buy	+6,356	New	+$249K	0.1%	178
2021 Q1	–	Sell	-9,160	Closed	-$439K	–	184
2020 Q4	$439K	Buy	+9,160	New	+$415K	0.2%	103

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

44 Wealth Management's TFC Position: Q2 2026 in Review

44 Wealth Management reduced its Truist Financial (TFC) stake by 4.2% in Q2 2026, selling an estimated $13.3K and leaving 6,125 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #160.

44 Wealth Management first reported a position in TFC in Q4 2020 and has held it in 6 quarters since. The position peaked at $439K in Q4 2020. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

44 Wealth Management held 6,125 shares of Truist Financial worth $305K as of Q2 2026.
44 Wealth Management sold 270 Truist Financial shares in Q2 2026, an estimated $13.3K.
Truist Financial made up 0.1% of 44 Wealth Management's portfolio in Q2 2026, its #160 holding.
44 Wealth Management first reported a position in Truist Financial in Q4 2020 and has held it in 6 quarters since.
44 Wealth Management's Truist Financial position peaked at $439K in Q4 2020.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.