AWA
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Aaron Wealth Advisors’s Truist Financial TFC Stock Holding History

Aaron Wealth Advisors’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 		$784K Sell
15,744
-893
-5% -$43.9K 0.04% 306
2026
Q1 		$765K Sell
16,637
-502
-3% -$24.8K 0.04% 284
2025
Q4 		$843K Buy
17,139
+3,773
+28% +$174K 0.05% 286
2025
Q3 		$611K Buy
13,366
+5,232
+64% +$236K 0.04% 353
2025
Q2 		$350K Sell
8,134
-557
-6% -$21.8K 0.04% 322
2025
Q1 		$358K Buy
8,691
+979
+13% +$43.6K 0.04% 290
2024
Q4 		$335K Buy
7,712
+227
+3% +$10.1K 0.04% 294
2024
Q3 		$320K Buy
7,485
+1,698
+29% +$71.7K 0.04% 281
2024
Q2 		$225K Buy
+5,787
New +$219K 0.03% 290
2022
Q2 		– Sell
-146,569
Closed -$2.58M – 780
2022
Q1 		$2.58M Buy
+146,569
New +$9.05M 0.04% 199

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Aaron Wealth Advisors's TFC Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Truist Financial (TFC) stake by 5.4% in Q2 2026, selling an estimated $43.9K and leaving 15,744 shares worth $784K. The position accounts for 0.04% of the portfolio, ranked #306.

Aaron Wealth Advisors first reported a position in TFC in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.58M in Q1 2022. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Aaron Wealth Advisors held 15,744 shares of Truist Financial worth $784K as of Q2 2026.
  • Aaron Wealth Advisors sold 893 Truist Financial shares in Q2 2026, an estimated $43.9K.
  • Truist Financial made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #306 holding.
  • Aaron Wealth Advisors first reported a position in Truist Financial in Q1 2022 and has held it in 10 quarters since.
  • Aaron Wealth Advisors's Truist Financial position peaked at $2.58M in Q1 2022.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.