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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Atlantic Private Wealth held its Truist Financial (TFC) position steady in Q2 2026 at 715 shares worth $35.6K. 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 14 quarters since. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Atlantic Private Wealth held 715 shares of Truist Financial worth $35.6K as of Q2 2026.
Atlantic Private Wealth left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.02% of Atlantic Private Wealth's portfolio in Q2 2026, its #141 holding.
Atlantic Private Wealth first reported a position in Truist Financial in Q1 2023 and has held it in 14 quarters since.
1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.