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Aventura Private Wealth’s Truist Financial TFC Stock Holding History

Aventura 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 		$49.2K Buy
988
+48
+5% +$2.36K 0.02% 350
2026
Q1 		$43.2K Hold
940
– – 0.02% 343
2025
Q4 		$46.3K Hold
940
– – 0.02% 302
2025
Q3 		$43K Sell
940
-850
-47% -$38.3K 0.02% 315
2025
Q2 		$77K Sell
1,790
-312
-15% -$12.2K 0.03% 240
2025
Q1 		$86.5K Sell
2,102
-151
-7% -$6.73K 0.05% 207
2024
Q4 		$97.7K Buy
+2,253
New +$101K 0.05% 188

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

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

Aventura Private Wealth increased its Truist Financial (TFC) stake by 5.1% in Q2 2026, buying an estimated $2.36K and bringing the position to 988 shares worth $49.2K. The position accounts for 0.02% of the portfolio, ranked #350.

Aventura Private Wealth first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $97.7K in Q4 2024. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Aventura Private Wealth held 988 shares of Truist Financial worth $49.2K as of Q2 2026.
  • Aventura Private Wealth bought 48 Truist Financial shares in Q2 2026, an estimated $2.36K.
  • Truist Financial made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #350 holding.
  • Aventura Private Wealth first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Truist Financial position peaked at $97.7K in Q4 2024.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.