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Basecamp Wealth Advisors’s Truist Financial TFC Stock Holding History

Basecamp Wealth Advisors’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 		$319K Sell
6,395
-92
-1% -$4.53K 0.06% 186
2026
Q1 		$298K Sell
6,487
-370
-5% -$18.3K 0.06% 189
2025
Q4 		$337K Buy
+6,857
New +$316K 0.07% 165

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

Basecamp Wealth Advisors's TFC Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Truist Financial (TFC) stake by 1.4% in Q2 2026, selling an estimated $4.53K and leaving 6,395 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #186.

Basecamp Wealth Advisors first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $337K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Basecamp Wealth Advisors held 6,395 shares of Truist Financial worth $319K as of Q2 2026.
  • Basecamp Wealth Advisors sold 92 Truist Financial shares in Q2 2026, an estimated $4.53K.
  • Truist Financial made up 0.06% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • Basecamp Wealth Advisors first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Truist Financial position peaked at $337K in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.