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Adams Wealth Management’s Truist Financial TFC Stock Holding History

Adams 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 		$809K Buy
16,235
+2,950
+22% +$145K 0.15% 83
2026
Q1 		$611K Buy
13,285
+2,099
+19% +$104K 0.13% 85
2025
Q4 		$550K Sell
11,186
-486
-4% -$22.4K 0.12% 87
2025
Q3 		$534K Sell
11,672
-2,140
-15% -$96.5K 0.11% 89
2025
Q2 		$594K Buy
+13,812
New +$540K 0.11% 85
2020
Q4 		– Sell
-82
Closed -$3K – 302
2020
Q3 		$3K Buy
+82
New +$3.09K ﹤0.01% 265

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

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

Adams Wealth Management increased its Truist Financial (TFC) stake by 22% in Q2 2026, buying an estimated $145K and bringing the position to 16,235 shares worth $809K. The position accounts for 0.15% of the portfolio, ranked #83.

Adams Wealth Management first reported a position in TFC in Q3 2020 and has held it in 6 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Adams Wealth Management held 16,235 shares of Truist Financial worth $809K as of Q2 2026.
  • Adams Wealth Management bought 2,950 Truist Financial shares in Q2 2026, an estimated $145K.
  • Truist Financial made up 0.15% of Adams Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Adams Wealth Management first reported a position in Truist Financial in Q3 2020 and has held it in 6 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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