AWM
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AE Wealth Management’s Truist Financial TFC Stock Holding History

AE 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 		$27.2M Sell
546,432
-70,088
-11% -$3.45M 0.13% 168
2026
Q1 		$28.3M Buy
616,520
+102,314
+20% +$5.06M 0.15% 149
2025
Q4 		$25.3M Sell
514,206
-209
-0% -$9.63K 0.15% 159
2025
Q3 		$23.5M Buy
514,415
+20,135
+4% +$908K 0.15% 157
2025
Q2 		$21.2M Buy
494,280
+10,891
+2% +$426K 0.16% 151
2025
Q1 		$19.9M Buy
483,389
+54,008
+13% +$2.41M 0.17% 149
2024
Q4 		$18.6M Buy
429,381
+19,040
+5% +$850K 0.16% 150
2024
Q3 		$17.6M Sell
410,341
-3,920
-0.9% -$166K 0.16% 149
2024
Q2 		$16.1M Buy
414,261
+31,689
+8% +$1.2M 0.16% 150
2024
Q1 		$14.9M Sell
382,572
-143,939
-27% -$5.27M 0.17% 166
2023
Q4 		$19.9M Sell
526,511
-9,715
-2% -$305K 0.1% 226
2023
Q3 		$15.3M Sell
536,226
-36,102
-6% -$1.11M 0.09% 255
2023
Q2 		$17.4M Buy
572,328
+122,751
+27% +$3.81M 0.1% 233
2023
Q1 		$15.3M Buy
449,577
+379,301
+540% +$16.6M 0.1% 245
2022
Q4 		$3.02M Sell
70,276
-1,299
-2% -$57K 0.02% 613
2022
Q3 		$3.12M Sell
71,575
-168,240
-70% -$8.09M 0.02% 557
2022
Q2 		$11.4M Buy
239,815
+77,748
+48% +$3.83M 0.09% 248
2022
Q1 		$9.19M Buy
162,067
+29,186
+22% +$1.8M 0.06% 300
2021
Q4 		$7.78M Buy
132,881
+19,705
+17% +$1.2M 0.05% 320
2021
Q3 		$6.64M Buy
113,176
+16,859
+18% +$942K 0.05% 316
2021
Q2 		$5.35M Buy
96,317
+23,285
+32% +$1.37M 0.05% 349
2021
Q1 		$4.26M Buy
73,032
+10,645
+17% +$583K 0.04% 357
2020
Q4 		$2.99M Sell
62,387
-4,627
-7% -$209K 0.03% 379
2020
Q3 		$2.55M Sell
67,014
-12,577
-16% -$474K 0.04% 369
2020
Q2 		$2.99M Buy
79,591
+11,451
+17% +$412K 0.05% 309
2020
Q1 		$2.1M Buy
68,140
+31,840
+88% +$1.51M 0.05% 299
2019
Q4 		$2.04M Buy
36,300
+20,339
+127% +$1.1M 0.04% 338
2019
Q3 		$852K Buy
15,961
+531
+3% +$26.3K 0.02% 488
2019
Q2 		$758K Buy
15,430
+5,400
+54% +$265K 0.02% 475
2019
Q1 		$467K Buy
+10,030
New +$489K 0.03% 355

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

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

AE Wealth Management reduced its Truist Financial (TFC) stake by 11% in Q2 2026, selling an estimated $3.45M and leaving 546,432 shares worth $27.2M. The position accounts for 0.13% of the portfolio, ranked #168.

AE Wealth Management first reported a position in TFC in Q1 2019 and has held it in 30 quarters since. The position peaked at $28.3M in Q1 2026. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • AE Wealth Management held 546,432 shares of Truist Financial worth $27.2M as of Q2 2026.
  • AE Wealth Management sold 70,088 Truist Financial shares in Q2 2026, an estimated $3.45M.
  • Truist Financial made up 0.13% of AE Wealth Management's portfolio in Q2 2026, its #168 holding.
  • AE Wealth Management first reported a position in Truist Financial in Q1 2019 and has held it in 30 quarters since.
  • AE Wealth Management's Truist Financial position peaked at $28.3M in Q1 2026.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.