Beaird Harris Wealth Management’s Truist Financial TFC Stock Holding History

Beaird Harris 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	$3.14K	Hold	63	–	–	﹤0.01%	486
2026 Q1	$2.9K	Hold	63	–	–	﹤0.01%	461
2025 Q4	$3.1K	Hold	63	–	–	﹤0.01%	488
2025 Q3	$2.88K	Buy	63 +5	+9%	+$225	﹤0.01%	478
2025 Q2	$2.49K	Sell	58 -145	-71%	-$5.67K	﹤0.01%	478
2025 Q1	$8.35K	Hold	203	–	–	﹤0.01%	357
2024 Q4	$8.81K	Hold	203	–	–	﹤0.01%	354
2024 Q3	$8.68K	Buy	203 +130	+178%	+$5.49K	﹤0.01%	350
2024 Q2	$2.84K	Hold	73	–	–	﹤0.01%	499
2024 Q1	$2.85K	Hold	73	–	–	﹤0.01%	436
2023 Q4	$2.7K	Buy	+73	New	+$2.29K	﹤0.01%	434
2022 Q1	–	Sell	-4,104	Closed	-$240K	–	716
2021 Q4	$240K	Buy	+4,104	New	+$251K	0.09%	105

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Beaird Harris Wealth Management's TFC Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Truist Financial (TFC) position steady in Q2 2026 at 63 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Beaird Harris Wealth Management first reported a position in TFC in Q4 2021 and has held it in 12 quarters since. The position peaked at $240K in Q4 2021. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Beaird Harris Wealth Management held 63 shares of Truist Financial worth $3.14K as of Q2 2026.
Beaird Harris Wealth Management left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #486 holding.
Beaird Harris Wealth Management first reported a position in Truist Financial in Q4 2021 and has held it in 12 quarters since.
Beaird Harris Wealth Management's Truist Financial position peaked at $240K in Q4 2021.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.