AWM
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Abound Wealth Management’s Truist Financial TFC Stock Holding History

Abound 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 		$102K Sell
2,040
-111
-5% -$5.46K 0.02% 159
2026
Q1 		$98.9K Sell
2,151
-52
-2% -$2.57K 0.02% 151
2025
Q4 		$108K Buy
2,203
+92
+4% +$4.24K 0.03% 132
2025
Q3 		$96.5K Buy
2,111
+22
+1% +$992 0.02% 139
2025
Q2 		$89.8K Buy
2,089
+1,199
+135% +$46.9K 0.03% 135
2025
Q1 		$36.6K Sell
890
-149
-14% -$6.64K 0.01% 229
2024
Q4 		$45.1K Buy
1,039
+112
+12% +$5K 0.01% 192
2024
Q3 		$39.7K Sell
927
-147
-14% -$6.21K 0.01% 206
2024
Q2 		$41.7K Buy
1,074
+157
+17% +$5.93K 0.02% 171
2024
Q1 		$35.8K Buy
917
+20
+2% +$732 0.01% 180
2023
Q4 		$33.1K Sell
897
-750
-46% -$23.5K 0.01% 186
2023
Q3 		$47.1K Buy
1,647
+53
+3% +$1.63K 0.02% 139
2023
Q2 		$48.4K Buy
1,594
+41
+3% +$1.27K 0.02% 135
2023
Q1 		$53K Buy
1,553
+7
+0.5% +$306 0.02% 120
2022
Q4 		$66.5K Buy
1,546
+88
+6% +$3.86K 0.03% 92
2022
Q3 		$63.5K Buy
+1,458
New +$70.2K 0.03% 94

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

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

Abound Wealth Management reduced its Truist Financial (TFC) stake by 5.2% in Q2 2026, selling an estimated $5.46K and leaving 2,040 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #159.

Abound Wealth Management first reported a position in TFC in Q3 2022 and has held it in 16 quarters since. The position peaked at $108K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Abound Wealth Management held 2,040 shares of Truist Financial worth $102K as of Q2 2026.
  • Abound Wealth Management sold 111 Truist Financial shares in Q2 2026, an estimated $5.46K.
  • Truist Financial made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Abound Wealth Management first reported a position in Truist Financial in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Truist Financial position peaked at $108K in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.