Aprio Wealth Management
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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
Q3 		$591K Buy
12,754
+913
+8% +$46.4K 0.03% 374
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Aprio Wealth Management's TFC Position: Q3 2026 in Review

Aprio Wealth Management increased its Truist Financial (TFC) stake by 7.7% in Q3 2026, buying an estimated $46.4K and bringing the position to 12,754 shares worth $591K. The position accounts for 0.03% of the portfolio, ranked #374.

Aprio Wealth Management first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.34M in Q3 2021. 935 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Aprio Wealth Management held 12,754 shares of Truist Financial worth $591K as of Q3 2026.
  • Aprio Wealth Management bought 913 Truist Financial shares in Q3 2026, an estimated $46.4K.
  • Truist Financial made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #374 holding.
  • Aprio Wealth Management first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Aprio Wealth Management's Truist Financial position peaked at $1.34M in Q3 2021.
  • 935 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.