AWMM
TFC icon

Aegis Wealth Management (Maryland)’s Truist Financial TFC Stock Holding History

Aegis Wealth Management (Maryland)’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 		$280K Sell
5,618
-87
-2% -$4.28K 0.13% 133
2026
Q1 		$262K Sell
5,705
-94
-2% -$4.64K 0.15% 105
2025
Q4 		$285K Sell
5,799
-243
-4% -$11.2K 0.16% 99
2025
Q3 		$276K Sell
6,042
-1,234
-17% -$55.6K 0.15% 101
2025
Q2 		$299K Hold
7,276
– – 0.18% 91
2025
Q1 		$299K Sell
7,276
-1
-0% -$45 0.18% 95
2024
Q4 		$316K Buy
+7,277
New +$325K 0.21% 78

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

Aegis Wealth Management (Maryland)'s TFC Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Truist Financial (TFC) stake by 1.5% in Q2 2026, selling an estimated $4.28K and leaving 5,618 shares worth $280K. The position accounts for 0.13% of the portfolio, ranked #133.

Aegis Wealth Management (Maryland) first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $316K in Q4 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 5,618 shares of Truist Financial worth $280K as of Q2 2026.
  • Aegis Wealth Management (Maryland) sold 87 Truist Financial shares in Q2 2026, an estimated $4.28K.
  • Truist Financial made up 0.13% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #133 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s Truist Financial position peaked at $316K in Q4 2024.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.