Allied Private Wealth’s Truist Financial TFC Stock Holding History

Allied Private 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	$3.52K	Buy	+70	New	+$3.44K	﹤0.01%	656

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

Allied Private Wealth's TFC Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Truist Financial (TFC) in Q2 2026: 70 shares worth $3.52K. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings.

1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Allied Private Wealth held 70 shares of Truist Financial worth $3.52K as of Q2 2026.
Truist Financial was a new Allied Private Wealth position in Q2 2026.
Truist Financial made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #656 holding.
1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.