Alaethes Wealth’s Truist Financial TFC Stock Holding History

Alaethes Wealth’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	$234K	Hold	4,694	–	–	0.07%	108
2026 Q1	$216K	Hold	4,694	–	–	0.06%	119
2025 Q4	$231K	Hold	4,694	–	–	0.07%	111
2025 Q3	$215K	Hold	4,694	–	–	0.06%	109
2025 Q2	$202K	Buy	+4,694	New	+$184K	0.06%	107
2025 Q1	–	Sell	-4,694	Closed	-$204K	–	115
2024 Q4	$204K	Hold	4,694	–	–	0.07%	107
2024 Q3	$201K	Buy	+4,694	New	+$198K	0.07%	112
2023 Q1	–	Sell	-4,700	Closed	-$202K	–	111
2022 Q4	$202K	Hold	4,700	–	–	0.14%	102
2022 Q3	$205K	Hold	4,700	–	–	0.15%	98
2022 Q2	$223K	Sell	4,700 -243	-5%	-$12K	0.17%	97
2022 Q1	$280K	Hold	4,943	–	–	0.18%	94
2021 Q4	$289K	Hold	4,943	–	–	0.18%	88
2021 Q3	$290K	Hold	4,943	–	–	0.21%	85
2021 Q2	$274K	Hold	4,943	–	–	0.21%	83
2021 Q1	$288K	Buy	+4,943	New	+$271K	0.27%	81

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

Alaethes Wealth's TFC Position: Q2 2026 in Review

Alaethes Wealth held its Truist Financial (TFC) position steady in Q2 2026 at 4,694 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #108.

Alaethes Wealth first reported a position in TFC in Q1 2021 and has held it in 15 quarters since. The position peaked at $290K in Q3 2021. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Alaethes Wealth held 4,694 shares of Truist Financial worth $234K as of Q2 2026.
Alaethes Wealth left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.07% of Alaethes Wealth's portfolio in Q2 2026, its #108 holding.
Alaethes Wealth first reported a position in Truist Financial in Q1 2021 and has held it in 15 quarters since.
Alaethes Wealth's Truist Financial position peaked at $290K in Q3 2021.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.