Abundance Wealth Counselors’s Truist Financial TFC Stock Holding History

Abundance Wealth Counselors’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	$399K	Buy	8,002 +3,144	+65%	+$155K	0.03%	194
2026 Q1	$223K	Buy	+4,858	New	+$240K	0.03%	221
2025 Q4	–	Sell	-46,134	Closed	-$2.11M	–	181
2025 Q3	$2.11M	Buy	46,134 +248	+0.5%	+$11.2K	0.36%	42
2025 Q2	$1.97M	Buy	45,886 +723	+2%	+$28.3K	0.37%	45
2025 Q1	$1.86M	Buy	45,163 +3,776	+9%	+$168K	0.39%	44
2024 Q4	$1.79M	Buy	41,387 +673	+2%	+$30K	0.39%	42
2024 Q3	$1.74M	Buy	40,714 +14,719	+57%	+$622K	0.36%	45
2024 Q2	$1.01M	Buy	+25,995	New	+$982K	0.46%	40
2023 Q2	–	Sell	-17,094	Closed	-$583K	–	133
2023 Q1	$583K	Buy	17,094 +2,120	+14%	+$92.5K	0.15%	94
2022 Q4	$644K	Buy	14,974 +1,136	+8%	+$49.8K	0.18%	83
2022 Q3	$603K	Buy	13,838 +305	+2%	+$14.7K	0.17%	78
2022 Q2	$642K	Buy	13,533 +941	+7%	+$46.4K	0.17%	81
2022 Q1	$714K	Buy	12,592 +5,970	+90%	+$369K	0.19%	74
2021 Q4	$388K	Buy	+6,622	New	+$405K	0.1%	88
2021 Q2	–	Sell	-3,108	Closed	-$181K	–	309
2021 Q1	$181K	Buy	+3,108	New	+$170K	0.05%	81
2019 Q3	–	Sell	-5,294	Closed	-$260K	–	35
2019 Q2	$260K	Buy	5,294 +921	+21%	+$45.1K	0.08%	24
2019 Q1	$203K	Buy	+4,373	New	+$213K	0.07%	26

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

Abundance Wealth Counselors's TFC Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Truist Financial (TFC) stake by 65% in Q2 2026, buying an estimated $155K and bringing the position to 8,002 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #194.

Abundance Wealth Counselors first reported a position in TFC in Q1 2019 and has held it in 17 quarters since. The position peaked at $2.11M in Q3 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Abundance Wealth Counselors held 8,002 shares of Truist Financial worth $399K as of Q2 2026.
Abundance Wealth Counselors bought 3,144 Truist Financial shares in Q2 2026, an estimated $155K.
Truist Financial made up 0.03% of Abundance Wealth Counselors's portfolio in Q2 2026, its #194 holding.
Abundance Wealth Counselors first reported a position in Truist Financial in Q1 2019 and has held it in 17 quarters since.
Abundance Wealth Counselors's Truist Financial position peaked at $2.11M in Q3 2025.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.