Avaii Wealth Management
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Avaii Wealth Management’s Truist Financial TFC Stock Holding History

Avaii 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 		$229K Sell
4,931
-223
-4% -$11.3K 0.07% 161
2026
Q2 		$257K Sell
5,154
-113
-2% -$5.56K 0.08% 150
2026
Q1 		$242K Sell
5,267
-672
-11% -$33.2K 0.08% 142
2025
Q4 		$292K Sell
5,939
-68
-1% -$3.13K 0.11% 117
2025
Q3 		$275K Buy
6,007
+7
+0.1% +$316 0.1% 115
2025
Q2 		$258K Sell
6,000
-102
-2% -$3.99K 0.11% 110
2025
Q1 		$251K Hold
6,102
– – 0.13% 101
2024
Q4 		$265K Sell
6,102
-130
-2% -$5.8K 0.13% 109
2024
Q3 		$267K Sell
6,232
-773
-11% -$32.6K 0.13% 108
2024
Q2 		$272K Buy
7,005
+218
+3% +$8.24K 0.15% 112
2024
Q1 		$265K Sell
6,787
-123
-2% -$4.5K 0.16% 114
2023
Q4 		$255K Sell
6,910
-1,189
-15% -$37.3K 0.17% 120
2023
Q3 		$232K Buy
+8,099
New +$249K 0.18% 124

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Avaii Wealth Management reduced its Truist Financial (TFC) stake by 4.3% in Q3 2026, selling an estimated $11.3K and leaving 4,931 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #161.

Avaii Wealth Management first reported a position in TFC in Q3 2023 and has held it in 13 quarters since. The position peaked at $292K in Q4 2025. 1,362 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Avaii Wealth Management held 4,931 shares of Truist Financial worth $229K as of Q3 2026.
  • Avaii Wealth Management sold 223 Truist Financial shares in Q3 2026, an estimated $11.3K.
  • Truist Financial made up 0.07% of Avaii Wealth Management's portfolio in Q3 2026, its #161 holding.
  • Avaii Wealth Management first reported a position in Truist Financial in Q3 2023 and has held it in 13 quarters since.
  • Avaii Wealth Management's Truist Financial position peaked at $292K in Q4 2025.
  • 1,362 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.