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

Aprio 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 		$590K Sell
11,841
-552
-4% -$27.2K 0.03% 344
2026
Q1 		$570K Sell
12,393
-437
-3% -$21.6K 0.03% 313
2025
Q4 		$631K Buy
12,830
+4,266
+50% +$196K 0.04% 273
2025
Q3 		$392K Buy
8,564
+226
+3% +$10.2K 0.04% 274
2025
Q2 		$358K Buy
8,338
+1,299
+18% +$50.8K 0.04% 246
2025
Q1 		$290K Sell
7,039
-47
-0.7% -$2.09K 0.04% 274
2024
Q4 		$307K Buy
7,086
+300
+4% +$13.4K 0.04% 206
2024
Q3 		$290K Sell
6,786
-18
-0.3% -$760 0.05% 203
2024
Q2 		$264K Sell
6,804
-482
-7% -$18.2K 0.05% 192
2024
Q1 		$284K Sell
7,286
-324
-4% -$11.9K 0.06% 165
2023
Q4 		$281K Sell
7,610
-1,272
-14% -$39.9K 0.06% 145
2023
Q3 		$254K Sell
8,882
-1,319
-13% -$40.6K 0.07% 131
2023
Q2 		$310K Sell
10,201
-1,154
-10% -$35.8K 0.08% 103
2023
Q1 		$387K Sell
11,355
-9,173
-45% -$400K 0.12% 82
2022
Q4 		$883K Sell
20,528
-796
-4% -$34.9K 0.31% 43
2022
Q3 		$928K Sell
21,324
-899
-4% -$43.3K 0.37% 35
2022
Q2 		$1.05M Buy
22,223
+180
+0.8% +$8.88K 0.42% 32
2022
Q1 		$1.25M Sell
22,043
-88
-0.4% -$5.44K 0.48% 34
2021
Q4 		$1.3M Sell
22,131
-647
-3% -$39.5K 0.54% 32
2021
Q3 		$1.34M Sell
22,778
-20
-0.1% -$1.12K 0.61% 31
2021
Q2 		$1.26M Buy
+22,798
New +$1.34M 0.6% 29
2020
Q4 		$652K Sell
13,601
-904
-6% -$40.9K 0.43% 27
2020
Q3 		$552K Sell
14,505
-7,141
-33% -$269K 0.39% 34
2020
Q2 		$813K Sell
21,646
-1,128
-5% -$40.6K 0.78% 26
2020
Q1 		$702K Sell
22,774
-399
-2% -$18.9K 0.89% 25
2019
Q4 		$1.3M Buy
+23,173
New +$1.25M 0.96% 21

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

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

Aprio Wealth Management reduced its Truist Financial (TFC) stake by 4.5% in Q2 2026, selling an estimated $27.2K and leaving 11,841 shares worth $590K. The position accounts for 0.03% of the portfolio, ranked #344.

Aprio Wealth Management first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.34M in Q3 2021. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Aprio Wealth Management held 11,841 shares of Truist Financial worth $590K as of Q2 2026.
  • Aprio Wealth Management sold 552 Truist Financial shares in Q2 2026, an estimated $27.2K.
  • Truist Financial made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #344 holding.
  • Aprio Wealth Management first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • Aprio Wealth Management's Truist Financial position peaked at $1.34M in Q3 2021.
  • 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.