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Alteri Wealth’s Truist Financial TFC Stock Holding History

Alteri 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 		$757K Buy
15,193
+701
+5% +$34.5K 0.21% 112
2026
Q1 		$666K Sell
14,492
-105
-0.7% -$5.19K 0.22% 117
2025
Q4 		$718K Buy
14,597
+20
+0.1% +$921 0.23% 106
2025
Q3 		$666K Buy
14,577
+495
+4% +$22.3K 0.23% 111
2025
Q2 		$605K Buy
14,082
+1,126
+9% +$44.1K 0.23% 110
2025
Q1 		$533K Sell
12,956
-1,533
-11% -$68.3K 0.23% 106
2024
Q4 		$629K Buy
+14,489
New +$647K 0.17% 86

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Alteri Wealth's TFC Position: Q2 2026 in Review

Alteri Wealth increased its Truist Financial (TFC) stake by 4.8% in Q2 2026, buying an estimated $34.5K and bringing the position to 15,193 shares worth $757K. The position accounts for 0.21% of the portfolio, ranked #112.

Alteri Wealth first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Alteri Wealth held 15,193 shares of Truist Financial worth $757K as of Q2 2026.
  • Alteri Wealth bought 701 Truist Financial shares in Q2 2026, an estimated $34.5K.
  • Truist Financial made up 0.21% of Alteri Wealth's portfolio in Q2 2026, its #112 holding.
  • Alteri Wealth first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.