AWM
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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
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% +$8.23K 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

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

Avaii Wealth Management's TFC Position: Q2 2026 in Review

Avaii Wealth Management reduced its Truist Financial (TFC) stake by 2.1% in Q2 2026, selling an estimated $5.56K and leaving 5,154 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #150.

Avaii Wealth Management first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $292K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Avaii Wealth Management held 5,154 shares of Truist Financial worth $257K as of Q2 2026.
  • Avaii Wealth Management sold 113 Truist Financial shares in Q2 2026, an estimated $5.56K.
  • Truist Financial made up 0.08% of Avaii Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Avaii Wealth Management first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
  • Avaii Wealth Management's Truist Financial position peaked at $292K in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.