AWM
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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
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% -$1.75K 0.09% 195
2022
Q3 		$227K Buy
+5,169
New +$249K 0.09% 168

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

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

Accurate Wealth Management increased its Truist Financial (TFC) stake by 8.2% in Q2 2026, buying an estimated $81.2K and bringing the position to 21,690 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #208.

Accurate Wealth Management first reported a position in TFC in Q3 2022 and has held it in 12 quarters since. 596 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Accurate Wealth Management held 21,690 shares of Truist Financial worth $1.12M as of Q2 2026.
  • Accurate Wealth Management bought 1,651 Truist Financial shares in Q2 2026, an estimated $81.2K.
  • Truist Financial made up 0.11% of Accurate Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Accurate Wealth Management first reported a position in Truist Financial in Q3 2022 and has held it in 12 quarters since.
  • 596 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.