Brady Family Wealth’s Truist Financial TFC Stock Holding History

Brady Family 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	$477K	Sell	9,570 -11	-0.1%	-$541	0.14%	79
2026 Q1	$440K	Hold	9,581	–	–	0.14%	79
2025 Q4	$471K	Hold	9,581	–	–	0.15%	77
2025 Q3	$438K	Sell	9,581 -8,087	-46%	-$365K	0.14%	83
2025 Q2	$760K	Hold	17,668	–	–	0.24%	72
2025 Q1	$727K	Buy	17,668 +11	+0.1%	+$490	0.23%	73
2024 Q4	$766K	Hold	17,657	–	–	0.24%	72
2024 Q3	$755K	Hold	17,657	–	–	0.23%	74
2024 Q2	$686K	Buy	17,657 +3,298	+23%	+$125K	0.22%	74
2024 Q1	$560K	Buy	14,359 +119	+0.8%	+$4.35K	0.18%	83
2023 Q4	$526K	Sell	14,240 -671	-5%	-$21.1K	0.18%	81
2023 Q3	$427K	Buy	14,911 +1,176	+9%	+$36.2K	0.16%	80
2023 Q2	$417K	Buy	13,735 +128	+0.9%	+$3.98K	0.16%	84
2023 Q1	$464K	Buy	13,607 +1,591	+13%	+$69.5K	0.18%	84
2022 Q4	$517K	Buy	+12,016	New	+$527K	0.21%	80

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Brady Family Wealth's TFC Position: Q2 2026 in Review

Brady Family Wealth reduced its Truist Financial (TFC) stake by 0.11% in Q2 2026, selling an estimated $541 and leaving 9,570 shares worth $477K. The position accounts for 0.14% of the portfolio, ranked #79.

Brady Family Wealth first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $766K in Q4 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Brady Family Wealth held 9,570 shares of Truist Financial worth $477K as of Q2 2026.
Brady Family Wealth sold 11 Truist Financial shares in Q2 2026, an estimated $541.
Truist Financial made up 0.14% of Brady Family Wealth's portfolio in Q2 2026, its #79 holding.
Brady Family Wealth first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
Brady Family Wealth's Truist Financial position peaked at $766K in Q4 2024.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.