BHPW
TFC icon

Beverly Hills Private Wealth’s Truist Financial TFC Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-5,556
Closed -$255K – 353
2026
Q1 		$255K Sell
5,556
-312
-5% -$15.4K 0.04% 297
2025
Q4 		$289K Sell
5,868
-285
-5% -$13.1K 0.05% 264
2025
Q3 		$281K Buy
6,153
+114
+2% +$5.14K 0.05% 279
2025
Q2 		$260K Sell
6,039
-1,405
-19% -$55K 0.05% 292
2025
Q1 		$306K Buy
7,444
+116
+2% +$5.17K 0.06% 262
2024
Q4 		$318K Sell
7,328
-229
-3% -$10.2K 0.06% 248
2024
Q3 		$323K Sell
7,557
-1,157
-13% -$48.9K 0.07% 258
2024
Q2 		$339K Sell
8,714
-959
-10% -$36.2K 0.07% 250
2024
Q1 		$377K Buy
9,673
+3,380
+54% +$124K 0.09% 241
2023
Q4 		$232K Sell
6,293
-3,403
-35% -$107K 0.06% 299
2023
Q3 		$277K Sell
9,696
-10,311
-52% -$317K 0.08% 237
2023
Q2 		$642K Buy
20,007
+10,414
+109% +$323K 0.11% 203
2023
Q1 		$327K Buy
9,593
+1,875
+24% +$81.8K 0.1% 210
2022
Q4 		$332K Buy
+7,718
New +$339K 0.15% 163

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

Beverly Hills Private Wealth's TFC Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 5,556 shares — an estimated $255K sold.

Beverly Hills Private Wealth first reported a position in TFC in Q4 2022 and held it in 14 quarters. The position peaked at $642K in Q2 2023. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 5,556 Truist Financial shares in Q2 2026, an estimated $255K.
  • Beverly Hills Private Wealth first reported a position in Truist Financial in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Truist Financial position peaked at $642K in Q2 2023.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.