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Atlantic Family Wealth’s Truist Financial TFC Stock Holding History

Atlantic Family 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 		$216K Sell
4,332
-2,075
-32% -$102K 0.14% 61
2026
Q1 		$295K Buy
6,407
+156
+2% +$7.71K 0.21% 43
2025
Q4 		$308K Buy
6,251
+982
+19% +$45.2K 0.23% 37
2025
Q3 		$241K Sell
5,269
-49
-0.9% -$2.21K 0.19% 48
2025
Q2 		$229K Sell
5,318
-20
-0.4% -$783 0.2% 41
2025
Q1 		$220K Buy
5,338
+230
+5% +$10.2K 0.2% 41
2024
Q4 		$222K Buy
+5,108
New +$228K 0.26% 39

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Atlantic Family Wealth's TFC Position: Q2 2026 in Review

Atlantic Family Wealth reduced its Truist Financial (TFC) stake by 32% in Q2 2026, selling an estimated $102K and leaving 4,332 shares worth $216K. The position accounts for 0.14% of the portfolio, ranked #61.

Atlantic Family Wealth first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $308K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Atlantic Family Wealth held 4,332 shares of Truist Financial worth $216K as of Q2 2026.
  • Atlantic Family Wealth sold 2,075 Truist Financial shares in Q2 2026, an estimated $102K.
  • Truist Financial made up 0.14% of Atlantic Family Wealth's portfolio in Q2 2026, its #61 holding.
  • Atlantic Family Wealth first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • Atlantic Family Wealth's Truist Financial position peaked at $308K in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.