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Bay Harbor Wealth Management’s Truist Financial TFC Stock Holding History

Bay Harbor 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 		$9.52K Buy
191
+48
+34% +$2.36K ﹤0.01% 300
2026
Q1 		$6.57K Buy
143
+36
+34% +$1.78K ﹤0.01% 292
2025
Q4 		$5.26K Buy
107
+36
+51% +$1.66K ﹤0.01% 280
2025
Q3 		$3.25K Buy
71
+17
+31% +$766 ﹤0.01% 281
2025
Q2 		$2.32K Buy
54
+36
+200% +$1.41K ﹤0.01% 291
2025
Q1 		$740 Buy
+18
New +$802 ﹤0.01% 347
2023
Q2 		– Sell
-51
Closed -$1.74K – 177
2023
Q1 		$1.74K Hold
51
– – ﹤0.01% 147
2022
Q4 		$2K Buy
51
+8
+19% +$351 ﹤0.01% 171
2022
Q3 		$2K Buy
43
+4
+10% +$192 ﹤0.01% 176
2022
Q2 		$2K Hold
39
– – ﹤0.01% 171
2022
Q1 		$2K Hold
39
– – ﹤0.01% 175
2021
Q4 		$3K Sell
39
-43
-52% -$2.63K ﹤0.01% 142
2021
Q3 		$5K Sell
82
-90
-52% -$5.03K ﹤0.01% 159
2021
Q2 		$10K Sell
172
-203
-54% -$11.9K ﹤0.01% 173
2021
Q1 		$22K Sell
375
-9,559
-96% -$524K 0.01% 172
2020
Q4 		$476K Hold
9,934
– – 0.22% 42
2020
Q3 		$378K Hold
9,934
– – 0.19% 60
2020
Q2 		$373K Sell
9,934
-101
-1% -$3.64K 0.2% 63
2020
Q1 		$309K Hold
10,035
– – 0.19% 60
2019
Q4 		$565K Buy
10,035
+9,755
+3,484% +$528K 0.31% 44
2019
Q3 		$14K Hold
280
– – 0.01% 225
2019
Q2 		$14K Buy
280
+36
+15% +$1.76K 0.01% 225
2019
Q1 		$11K Hold
244
– – 0.01% 268
2018
Q4 		$11K Buy
+244
New +$11.7K 0.01% 249

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

Bay Harbor Wealth Management's TFC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Truist Financial (TFC) stake by 34% in Q2 2026, buying an estimated $2.36K and bringing the position to 191 shares worth $9.52K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Bay Harbor Wealth Management first reported a position in TFC in Q4 2018 and has held it in 24 quarters since. The position peaked at $565K in Q4 2019. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Bay Harbor Wealth Management held 191 shares of Truist Financial worth $9.52K as of Q2 2026.
  • Bay Harbor Wealth Management bought 48 Truist Financial shares in Q2 2026, an estimated $2.36K.
  • Truist Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Bay Harbor Wealth Management first reported a position in Truist Financial in Q4 2018 and has held it in 24 quarters since.
  • Bay Harbor Wealth Management's Truist Financial position peaked at $565K in Q4 2019.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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