Superior Planning, LLC’s Truist Financial TFC Stock Holding History

Superior Planning, LLC’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	$25K	Buy	+541	New	+$27.5K	0.01%	614

Other funds holding TFC

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's TFC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Truist Financial (TFC) in Q3 2026: 541 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #614 among its holdings.

1,240 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Superior Planning, LLC held 541 shares of Truist Financial worth $25K as of Q3 2026.
Truist Financial was a new Superior Planning, LLC position in Q3 2026.
Truist Financial made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #614 holding.
1,240 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.