Accurate Wealth Management
TFC icon

Accurate Wealth Management’s Truist Financial TFC Stock Holding History

Accurate 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
Q3 		$919K Sell
20,009
-1,681
-8% -$85.4K 0.08% 245
2026
Q2 		$1.12M Buy
21,690
+1,651
+8% +$81.2K 0.11% 208
2026
Q1 		$997K Buy
20,039
+9,667
+93% +$478K 0.12% 193
2025
Q4 		$525K Buy
10,372
+1,164
+13% +$53.6K 0.07% 295
2025
Q3 		$404K Buy
9,208
+942
+11% +$42.5K 0.05% 333
2025
Q2 		$376K Buy
8,266
+584
+8% +$22.8K 0.06% 317
2025
Q1 		$272K Buy
7,682
+688
+10% +$30.7K 0.05% 311
2024
Q4 		$299K Sell
6,994
-1,171
-14% -$52.3K 0.06% 291
2024
Q3 		$358K Sell
8,165
-370
-4% -$15.6K 0.07% 259
2024
Q2 		$353K Buy
8,535
+2,269
+36% +$85.7K 0.08% 215
2024
Q1 		$231K Buy
+6,266
New +$229K 0.07% 254
2023
Q1 		– Sell
-5,129
Closed -$236K – 1325
2022
Q4 		$236K Sell
5,129
-40
-0.8% -$1.76K 0.09% 195
2022
Q3 		$227K Buy
+5,169
New +$249K 0.09% 168

Other funds holding TFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Accurate Wealth Management's TFC Position: Q3 2026 in Review

Accurate Wealth Management reduced its Truist Financial (TFC) stake by 7.8% in Q3 2026, selling an estimated $85.4K and leaving 20,009 shares worth $919K. The position accounts for 0.08% of the portfolio, ranked #245.

Accurate Wealth Management first reported a position in TFC in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.12M in Q2 2026. 1,094 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Accurate Wealth Management held 20,009 shares of Truist Financial worth $919K as of Q3 2026.
  • Accurate Wealth Management sold 1,681 Truist Financial shares in Q3 2026, an estimated $85.4K.
  • Truist Financial made up 0.08% of Accurate Wealth Management's portfolio in Q3 2026, its #245 holding.
  • Accurate Wealth Management first reported a position in Truist Financial in Q3 2022 and has held it in 13 quarters since.
  • Accurate Wealth Management's Truist Financial position peaked at $1.12M in Q2 2026.
  • 1,094 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.