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Bravera Wealth’s Truist Financial TFC Stock Holding History

Bravera 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 		$142K Hold
2,846
– – 0.05% 124
2026
Q1 		$131K Sell
2,846
-231
-8% -$11.4K 0.06% 139
2025
Q4 		$151K Buy
+3,077
New +$142K 0.08% 106

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Bravera Wealth's TFC Position: Q2 2026 in Review

Bravera Wealth held its Truist Financial (TFC) position steady in Q2 2026 at 2,846 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #124.

Bravera Wealth first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $151K in Q4 2025. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Bravera Wealth held 2,846 shares of Truist Financial worth $142K as of Q2 2026.
  • Bravera Wealth left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.05% of Bravera Wealth's portfolio in Q2 2026, its #124 holding.
  • Bravera Wealth first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Truist Financial position peaked at $151K in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.