BankPlus Wealth Management’s Truist Financial TFC Stock Holding History

BankPlus 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	$447K	Buy	8,974 +306	+4%	+$15.1K	0.2%	76
2026 Q1	$398K	Buy	8,668 +128	+1%	+$6.33K	0.21%	84
2025 Q4	$420K	Sell	8,540 -293	-3%	-$13.5K	0.23%	79
2025 Q3	$404K	Buy	8,833 +743	+9%	+$33.5K	0.24%	79
2025 Q2	$348K	Buy	8,090 +180	+2%	+$7.04K	0.23%	82
2025 Q1	$325K	Buy	7,910 +532	+7%	+$23.7K	0.24%	81
2024 Q4	$320K	Buy	+7,378	New	+$329K	0.24%	82

Other funds holding TFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

BankPlus Wealth Management increased its Truist Financial (TFC) stake by 3.5% in Q2 2026, buying an estimated $15.1K and bringing the position to 8,974 shares worth $447K. The position accounts for 0.2% of the portfolio, ranked #76.

BankPlus Wealth Management first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

BankPlus Wealth Management held 8,974 shares of Truist Financial worth $447K as of Q2 2026.
BankPlus Wealth Management bought 306 Truist Financial shares in Q2 2026, an estimated $15.1K.
Truist Financial made up 0.2% of BankPlus Wealth Management's portfolio in Q2 2026, its #76 holding.
BankPlus Wealth Management first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.