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Avion Wealth’s Truist Financial TFC Stock Holding History

Avion 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 		$16K Buy
328
+35
+12% +$1.72K ﹤0.01% 454
2026
Q1 		$13K Buy
293
+36
+14% +$1.78K ﹤0.01% 430
2025
Q4 		$12K Buy
257
+11
+4% +$507 ﹤0.01% 452
2025
Q3 		$11K Sell
246
-2
-0.8% -$90 ﹤0.01% 464
2025
Q2 		$10K Buy
248
+60
+32% +$2.35K ﹤0.01% 483
2025
Q1 		$8K Hold
188
– – ﹤0.01% 454
2024
Q4 		$8K Buy
188
+12
+7% +$536 ﹤0.01% 453
2024
Q3 		$7K Hold
176
– – ﹤0.01% 463
2024
Q2 		$6K Buy
176
+58
+49% +$2.19K ﹤0.01% 443
2024
Q1 		$5K Sell
118
-3
-2% -$110 ﹤0.01% 479
2023
Q4 		$4K Buy
121
+86
+246% +$2.7K ﹤0.01% 454
2023
Q3 		$0 Sell
35
-13
-27% -$400 ﹤0.01% 1186
2023
Q2 		$1K Buy
+48
New +$1.49K ﹤0.01% 650

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

Avion Wealth's TFC Position: Q2 2026 in Review

Avion Wealth increased its Truist Financial (TFC) stake by 12% in Q2 2026, buying an estimated $1.72K and bringing the position to 328 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Avion Wealth first reported a position in TFC in Q2 2023 and has held it in 13 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Avion Wealth held 328 shares of Truist Financial worth $16K as of Q2 2026.
  • Avion Wealth bought 35 Truist Financial shares in Q2 2026, an estimated $1.72K.
  • Truist Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #454 holding.
  • Avion Wealth first reported a position in Truist Financial in Q2 2023 and has held it in 13 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.