Action Point Financial Planning’s Truist Financial TFC Stock Holding History

Action Point Financial Planning’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	$51.2K	Buy	+1,031	New	+$50.7K	0.01%	810

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

Action Point Financial Planning's TFC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Truist Financial (TFC) in Q2 2026: 1,031 shares worth $51.2K. The stake represents 0.01% of the portfolio and ranks #810 among its holdings.

1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Action Point Financial Planning held 1,031 shares of Truist Financial worth $51.2K as of Q2 2026.
Truist Financial was a new Action Point Financial Planning position in Q2 2026.
Truist Financial made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #810 holding.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.