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Atlantic Edge Private Wealth Management’s Truist Financial TFC Stock Holding History

Atlantic Edge Private 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 		$103K Sell
2,060
-236
-10% -$11.6K 0.02% 192
2026
Q1 		$106K Buy
2,296
+50
+2% +$2.47K 0.03% 180
2025
Q4 		$111K Hold
2,246
– – 0.03% 167
2025
Q3 		$103K Hold
2,246
– – 0.03% 169
2025
Q2 		$96.6K Sell
2,246
-575
-20% -$22.5K 0.03% 168
2025
Q1 		$116K Buy
2,821
+75
+3% +$3.34K 0.04% 151
2024
Q4 		$119K Sell
2,746
-125
-4% -$5.58K 0.04% 153
2024
Q3 		$123K Buy
2,871
+700
+32% +$29.6K 0.04% 152
2024
Q2 		$84.3K Buy
2,171
+160
+8% +$6.04K 0.03% 166
2024
Q1 		$78.4K Sell
2,011
-106
-5% -$3.88K 0.03% 163
2023
Q4 		$78.2K Buy
+2,117
New +$66.5K 0.03% 161

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Atlantic Edge Private Wealth Management's TFC Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Truist Financial (TFC) stake by 10% in Q2 2026, selling an estimated $11.6K and leaving 2,060 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #192.

Atlantic Edge Private Wealth Management first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $123K in Q3 2024. 637 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 2,060 shares of Truist Financial worth $103K as of Q2 2026.
  • Atlantic Edge Private Wealth Management sold 236 Truist Financial shares in Q2 2026, an estimated $11.6K.
  • Truist Financial made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Truist Financial position peaked at $123K in Q3 2024.
  • 637 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.