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Barnes Dennig Private Wealth Management’s Truist Financial TFC Stock Holding History

Barnes Dennig Private 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 		$4.24K Hold
85
– – ﹤0.01% 269
2026
Q1 		$3.91K Hold
85
– – ﹤0.01% 274
2025
Q4 		$4.18K Hold
85
– – ﹤0.01% 276
2025
Q3 		$3.89K Hold
85
– – ﹤0.01% 264
2025
Q2 		$3.65K Hold
85
– – ﹤0.01% 261
2025
Q1 		$3.5K Buy
+85
New +$3.79K 0.01% 186

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 $3.38T AUM 44.17% 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

Barnes Dennig Private Wealth Management's TFC Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its Truist Financial (TFC) position steady in Q2 2026 at 85 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Barnes Dennig Private Wealth Management first reported a position in TFC in Q1 2025 and has held it in 6 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 85 shares of Truist Financial worth $4.24K as of Q2 2026.
  • Barnes Dennig Private Wealth Management left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Truist Financial in Q1 2025 and has held it in 6 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.