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BCS Wealth Management’s Truist Financial TFC Stock Holding History

BCS 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 		$1.21M Buy
24,195
+49
+0.2% +$2.41K 0.22% 95
2026
Q1 		$1.11M Sell
24,146
-23,902
-50% -$1.18M 0.23% 90
2025
Q4 		$2.36M Buy
48,048
+21,939
+84% +$1.01M 0.24% 88
2025
Q3 		$1.19M Sell
26,109
-3,760
-13% -$170K 0.27% 75
2025
Q2 		$1.28M Buy
29,869
+968
+3% +$37.9K 0.28% 73
2025
Q1 		$1.19M Buy
28,901
+125
+0.4% +$5.57K 0.31% 75
2024
Q4 		$1.25M Sell
28,776
-1,452
-5% -$64.8K 0.31% 70
2024
Q3 		$1.29M Sell
30,228
-197
-0.6% -$8.32K 0.55% 45
2024
Q2 		$1.18M Sell
30,425
-129
-0.4% -$4.87K 0.58% 45
2024
Q1 		$1.19M Sell
30,554
-158
-0.5% -$5.78K 0.38% 59
2023
Q4 		$1.13M Sell
30,712
-1,830
-6% -$57.5K 0.42% 60
2023
Q3 		$931K Sell
32,542
-413
-1% -$12.7K 0.39% 64
2023
Q2 		$1M Buy
+32,955
New +$1.02M 0.73% 36
2023
Q1 		– Sell
-32,538
Closed -$1.4M – 195
2022
Q4 		$1.4M Buy
32,538
+124
+0.4% +$5.44K 0.59% 45
2022
Q3 		$1.41M Buy
32,414
+412
+1% +$19.8K 0.66% 40
2022
Q2 		$1.52M Buy
32,002
+4,774
+18% +$235K 0.67% 34
2022
Q1 		$1.54M Sell
27,228
-1,850
-6% -$114K 0.64% 39
2021
Q4 		$1.7M Buy
29,078
+8,686
+43% +$531K 0.61% 37
2021
Q3 		$1.2M Sell
20,392
-1,569
-7% -$87.7K 0.51% 48
2021
Q2 		$1.22M Sell
21,961
-215
-1% -$12.6K 0.65% 37
2021
Q1 		$1.29M Buy
22,176
+6,882
+45% +$377K 0.61% 36
2020
Q4 		$733K Hold
15,294
– – 0.38% 58
2020
Q3 		$582K Hold
15,294
– – 0.33% 62
2020
Q2 		$574K Sell
15,294
-125
-0.8% -$4.5K 0.34% 61
2020
Q1 		$476K Sell
15,419
-20
-0.1% -$946 0.33% 60
2019
Q4 		$870K Buy
+15,439
New +$836K 0.58% 35

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

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

BCS Wealth Management increased its Truist Financial (TFC) stake by 0.2% in Q2 2026, buying an estimated $2.41K and bringing the position to 24,195 shares worth $1.21M. The position accounts for 0.22% of the portfolio, ranked #95.

BCS Wealth Management first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.36M in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • BCS Wealth Management held 24,195 shares of Truist Financial worth $1.21M as of Q2 2026.
  • BCS Wealth Management bought 49 Truist Financial shares in Q2 2026, an estimated $2.41K.
  • Truist Financial made up 0.22% of BCS Wealth Management's portfolio in Q2 2026, its #95 holding.
  • BCS Wealth Management first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • BCS Wealth Management's Truist Financial position peaked at $2.36M in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.