AWE
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Avidian Wealth Enterprises’s Truist Financial TFC Stock Holding History

Avidian Wealth Enterprises’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 		$1.91M Buy
38,308
+2,313
+6% +$114K 0.05% 221
2026
Q1 		$1.65M Buy
35,995
+31,754
+749% +$1.57M 0.05% 224
2025
Q4 		$209K Buy
+4,241
New +$195K 0.01% 550
2023
Q2 		– Sell
-15,531
Closed -$530K – 486
2023
Q1 		$530K Sell
15,531
-1,042
-6% -$45.5K 0.03% 284
2022
Q4 		$713K Buy
16,573
+3,304
+25% +$145K 0.05% 222
2022
Q3 		$578K Buy
13,269
+375
+3% +$18K 0.04% 215
2022
Q2 		$612K Buy
12,894
+1,888
+17% +$93.1K 0.04% 236
2022
Q1 		$624K Buy
11,006
+178
+2% +$11K 0.04% 263
2021
Q4 		$634K Buy
10,828
+444
+4% +$27.1K 0.04% 262
2021
Q3 		$609K Buy
10,384
+1,041
+11% +$58.2K 0.05% 191
2021
Q2 		$519K Buy
9,343
+563
+6% +$33.1K 0.04% 215
2021
Q1 		$512K Buy
8,780
+520
+6% +$28.5K 0.04% 208
2020
Q4 		$396K Buy
8,260
+228
+3% +$10.3K 0.04% 221
2020
Q3 		$306K Buy
8,032
+137
+2% +$5.16K 0.03% 214
2020
Q2 		$296K Buy
7,895
+1,071
+16% +$38.6K 0.04% 197
2020
Q1 		$210K Sell
6,824
-154
-2% -$7.28K 0.03% 187
2019
Q4 		$393K Buy
+6,978
New +$378K 0.06% 145

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Avidian Wealth Enterprises's TFC Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Truist Financial (TFC) stake by 6.4% in Q2 2026, buying an estimated $114K and bringing the position to 38,308 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #221.

Avidian Wealth Enterprises first reported a position in TFC in Q4 2019 and has held it in 17 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Avidian Wealth Enterprises held 38,308 shares of Truist Financial worth $1.91M as of Q2 2026.
  • Avidian Wealth Enterprises bought 2,313 Truist Financial shares in Q2 2026, an estimated $114K.
  • Truist Financial made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #221 holding.
  • Avidian Wealth Enterprises first reported a position in Truist Financial in Q4 2019 and has held it in 17 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.