AWM
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Axxcess Wealth Management’s Truist Financial TFC Stock Holding History

Axxcess 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 		$3.99M Buy
+80,076
New +$3.94M 0.06% 266
2026
Q1 		– Sell
-89,579
Closed -$4.41M – 938
2025
Q4 		$4.41M Buy
89,579
+175
+0.2% +$8.06K 0.08% 231
2025
Q3 		$4.09M Sell
89,404
-2,160
-2% -$97.4K 0.09% 186
2025
Q2 		$3.94M Sell
91,564
-502
-0.5% -$19.6K 0.09% 175
2025
Q1 		$3.79M Buy
92,066
+11,001
+14% +$490K 0.1% 165
2024
Q4 		$3.52M Buy
81,065
+3,307
+4% +$148K 0.08% 175
2024
Q3 		$3.33M Buy
77,758
+7,376
+10% +$312K 0.08% 185
2024
Q2 		$2.73M Sell
70,382
-12,213
-15% -$461K 0.07% 206
2024
Q1 		$3.22M Buy
82,595
+8,851
+12% +$324K 0.09% 179
2023
Q4 		$2.72M Buy
73,744
+11,699
+19% +$367K 0.08% 199
2023
Q3 		$1.78M Buy
62,045
+22,608
+57% +$695K 0.06% 224
2023
Q2 		$1.2M Sell
39,437
-2,049
-5% -$63.6K 0.09% 199
2023
Q1 		$1.41M Buy
41,486
+1,094
+3% +$47.8K 0.11% 179
2022
Q4 		$1.74M Sell
40,392
-2,400
-6% -$105K 0.14% 140
2022
Q3 		$1.86M Buy
42,792
+4,035
+10% +$194K 0.18% 111
2022
Q2 		$1.84M Sell
38,757
-3,855
-9% -$190K 0.17% 118
2022
Q1 		$2.42M Sell
42,612
-498
-1% -$30.8K 0.19% 106
2021
Q4 		$2.52M Buy
+43,110
New +$2.63M 0.18% 97

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

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

Axxcess Wealth Management opened a new position in Truist Financial (TFC) in Q2 2026: 80,076 shares worth $3.99M. The stake represents 0.06% of the portfolio and ranks #266 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in TFC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in TFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.41M in Q4 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Axxcess Wealth Management held 80,076 shares of Truist Financial worth $3.99M as of Q2 2026.
  • Truist Financial was a new Axxcess Wealth Management position in Q2 2026.
  • Truist Financial made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Axxcess Wealth Management first reported a position in Truist Financial in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Truist Financial position peaked at $4.41M in Q4 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.