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Badgley Phelps Wealth Managers’s Truist Financial TFC Stock Holding History

Badgley Phelps Wealth Managers’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 		$908K Sell
18,229
-7
-0% -$344 0.02% 208
2026
Q1 		$838K Buy
18,236
+477
+3% +$23.6K 0.02% 212
2025
Q4 		$874K Hold
17,759
– – 0.02% 205
2025
Q3 		$812K Hold
17,759
– – 0.02% 195
2025
Q2 		$763K Sell
17,759
-7,350
-29% -$288K 0.02% 196
2025
Q1 		$1.03M Buy
25,109
+10
+0% +$446 0.02% 174
2024
Q4 		$1.09M Hold
25,099
– – 0.03% 172
2024
Q3 		$1.07M Buy
25,099
+8,056
+47% +$340K 0.02% 169
2024
Q2 		$662K Buy
17,043
+243
+1% +$9.18K 0.02% 186
2024
Q1 		$655K Sell
16,800
-275
-2% -$10.1K 0.02% 185
2023
Q4 		$630K Buy
+17,075
New +$536K 0.02% 182
2023
Q2 		– Sell
-234,553
Closed -$8M – 237
2023
Q1 		$8M Buy
234,553
+8,521
+4% +$372K 0.29% 98
2022
Q4 		$9.73M Sell
226,032
-6,425
-3% -$282K 0.39% 85
2022
Q3 		$10.1M Buy
232,457
+3,658
+2% +$176K 0.43% 80
2022
Q2 		$10.9M Sell
228,799
-789
-0.3% -$38.9K 0.45% 78
2022
Q1 		$13M Buy
229,588
+1,180
+0.5% +$72.9K 0.45% 78
2021
Q4 		$13.4M Buy
228,408
+6,562
+3% +$401K 0.43% 78
2021
Q3 		$13M Buy
+221,846
New +$12.4M 0.47% 77

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

Badgley Phelps Wealth Managers's TFC Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Truist Financial (TFC) stake by 0.04% in Q2 2026, selling an estimated $344 and leaving 18,229 shares worth $908K. The position accounts for 0.02% of the portfolio, ranked #208.

Badgley Phelps Wealth Managers first reported a position in TFC in Q3 2021 and has held it in 18 quarters since. The position peaked at $13.4M in Q4 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Badgley Phelps Wealth Managers held 18,229 shares of Truist Financial worth $908K as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 7 Truist Financial shares in Q2 2026, an estimated $344.
  • Truist Financial made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #208 holding.
  • Badgley Phelps Wealth Managers first reported a position in Truist Financial in Q3 2021 and has held it in 18 quarters since.
  • Badgley Phelps Wealth Managers's Truist Financial position peaked at $13.4M in Q4 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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