BFWM
TFC icon

Bright Futures Wealth Management’s Truist Financial TFC Stock Holding History

Bright Futures 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 		$216K Buy
+4,340
New +$214K 0.14% 182
2024
Q4 		– Sell
-4,665
Closed -$202K – 223
2024
Q3 		$202K Buy
+4,665
New +$197K 0.1% 212

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
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

Bright Futures Wealth Management's TFC Position: Q2 2026 in Review

Bright Futures Wealth Management opened a new position in Truist Financial (TFC) in Q2 2026: 4,340 shares worth $216K. The stake represents 0.14% of the portfolio and ranks #182 among its holdings. This is a return to the name: Bright Futures Wealth Management previously reported a position in TFC as recently as Q3 2024.

Bright Futures Wealth Management first reported a position in TFC in Q3 2024 and has held it in 2 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Bright Futures Wealth Management held 4,340 shares of Truist Financial worth $216K as of Q2 2026.
  • Truist Financial was a new Bright Futures Wealth Management position in Q2 2026.
  • Truist Financial made up 0.14% of Bright Futures Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Bright Futures Wealth Management first reported a position in Truist Financial in Q3 2024 and has held it in 2 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.