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BSW Wealth Partners’s Truist Financial TFC Stock Holding History

BSW Wealth Partners’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 		$549K Buy
11,011
+754
+7% +$37.1K 0.06% 172
2026
Q1 		$472K Buy
10,257
+663
+7% +$32.8K 0.06% 185
2025
Q4 		$472K Sell
9,594
-22
-0.2% -$1.01K 0.06% 187
2025
Q3 		$440K Sell
9,616
-1,014
-10% -$45.7K 0.05% 194
2025
Q2 		$457K Sell
10,630
-454
-4% -$17.8K 0.06% 177
2025
Q1 		$456K Buy
11,084
+37
+0.3% +$1.65K 0.07% 165
2024
Q4 		$479K Buy
11,047
+682
+7% +$30.4K 0.07% 169
2024
Q3 		$443K Buy
10,365
+144
+1% +$6.08K 0.07% 173
2024
Q2 		$397K Sell
10,221
-753
-7% -$28.4K 0.07% 165
2024
Q1 		$428K Sell
10,974
-1,242
-10% -$45.4K 0.07% 158
2023
Q4 		$451K Buy
12,216
+353
+3% +$11.1K 0.09% 133
2023
Q3 		$339K Buy
+11,863
New +$365K 0.08% 151
2023
Q1 		– Sell
-7,572
Closed -$326K – 337
2022
Q4 		$326K Buy
+7,572
New +$332K 0.07% 199
2022
Q3 		– Sell
-8,047
Closed -$382K – 299
2022
Q2 		$382K Sell
8,047
-155
-2% -$7.64K 0.09% 153
2022
Q1 		$465K Buy
8,202
+991
+14% +$61.2K 0.12% 132
2021
Q4 		$422K Sell
7,211
-81
-1% -$4.95K 0.11% 141
2021
Q3 		$428K Buy
7,292
+2,237
+44% +$125K 0.12% 118
2021
Q2 		$281K Buy
5,055
+1,083
+27% +$63.6K 0.08% 184
2021
Q1 		$232K Buy
+3,972
New +$218K 0.07% 189

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

BSW Wealth Partners's TFC Position: Q2 2026 in Review

BSW Wealth Partners increased its Truist Financial (TFC) stake by 7.4% in Q2 2026, buying an estimated $37.1K and bringing the position to 11,011 shares worth $549K. The position accounts for 0.06% of the portfolio, ranked #172.

BSW Wealth Partners first reported a position in TFC in Q1 2021 and has held it in 19 quarters since. 614 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • BSW Wealth Partners held 11,011 shares of Truist Financial worth $549K as of Q2 2026.
  • BSW Wealth Partners bought 754 Truist Financial shares in Q2 2026, an estimated $37.1K.
  • Truist Financial made up 0.06% of BSW Wealth Partners's portfolio in Q2 2026, its #172 holding.
  • BSW Wealth Partners first reported a position in Truist Financial in Q1 2021 and has held it in 19 quarters since.
  • 614 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.