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Adapt Wealth Advisors’s Truist Financial TFC Stock Holding History

Adapt Wealth Advisors’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 		– Sell
-16,598
Closed -$763K – 110
2026
Q1 		$763K Hold
16,598
– – 0.28% 51
2025
Q4 		$817K Sell
16,598
-2,494
-13% -$115K 0.28% 50
2025
Q3 		$873K Sell
19,092
-614
-3% -$27.7K 0.32% 48
2025
Q2 		$847K Sell
19,706
-750
-4% -$29.3K 0.38% 32
2025
Q1 		$842K Buy
20,456
+9,021
+79% +$402K 0.41% 33
2024
Q4 		$496K Buy
11,435
+3,385
+42% +$151K 0.24% 46
2024
Q3 		$344K Hold
8,050
– – 0.18% 51
2024
Q2 		$313K Buy
8,050
+1,700
+27% +$64.2K 0.2% 51
2024
Q1 		$248K Buy
+6,350
New +$232K 0.18% 47

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Adapt Wealth Advisors's TFC Position: Q2 2026 in Review

Adapt Wealth Advisors sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 16,598 shares — an estimated $763K sold.

Adapt Wealth Advisors first reported a position in TFC in Q1 2024 and held it in 9 quarters. The position peaked at $873K in Q3 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Adapt Wealth Advisors reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Adapt Wealth Advisors sold 16,598 Truist Financial shares in Q2 2026, an estimated $763K.
  • Adapt Wealth Advisors first reported a position in Truist Financial in Q1 2024 and held it in 9 quarters.
  • Adapt Wealth Advisors's Truist Financial position peaked at $873K in Q3 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.