Atlantic Private Wealth’s Truist Financial TFC Stock Holding History

Atlantic Private 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 Q3	$33.1K	Hold	715	–	–	0.02%	141
2026 Q2	$35.6K	Hold	715	–	–	0.02%	141
2026 Q1	$32.9K	Hold	715	–	–	0.02%	150
2025 Q4	$35.2K	Hold	715	–	–	0.02%	138
2025 Q3	$32.7K	Hold	715	–	–	0.02%	126
2025 Q2	$30.7K	Hold	715	–	–	0.02%	128
2025 Q1	$29.4K	Hold	715	–	–	0.02%	138
2024 Q4	$31K	Hold	715	–	–	0.02%	113
2024 Q3	$30.6K	Buy	715 +700	+4,667%	+$29.6K	0.02%	107
2024 Q2	$583	Hold	15	–	–	﹤0.01%	100
2024 Q1	$585	Hold	15	–	–	﹤0.01%	106
2023 Q4	$554	Hold	15	–	–	﹤0.01%	99
2023 Q3	$429	Hold	15	–	–	﹤0.01%	108
2023 Q2	$455	Hold	15	–	–	﹤0.01%	100
2023 Q1	$512	Buy	+15	New	+$655	﹤0.01%	89

Other funds holding TFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Atlantic Private Wealth's TFC Position: Q3 2026 in Review

Atlantic Private Wealth held its Truist Financial (TFC) position steady in Q3 2026 at 715 shares worth $33.1K. The position accounts for 0.02% of the portfolio, ranked #141.

Atlantic Private Wealth first reported a position in TFC in Q1 2023 and has held it in 15 quarters since. The position peaked at $35.6K in Q2 2026. 1,094 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Atlantic Private Wealth held 715 shares of Truist Financial worth $33.1K as of Q3 2026.
Atlantic Private Wealth left its Truist Financial share count unchanged in Q3 2026.
Truist Financial made up 0.02% of Atlantic Private Wealth's portfolio in Q3 2026, its #141 holding.
Atlantic Private Wealth first reported a position in Truist Financial in Q1 2023 and has held it in 15 quarters since.
Atlantic Private Wealth's Truist Financial position peaked at $35.6K in Q2 2026.
1,094 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.