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Buck Wealth Strategies’s Truist Financial TFC Stock Holding History

Buck Wealth Strategies’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 		$19.7K Buy
+395
New +$19.4K ﹤0.01% 477
2023
Q4 		– Sell
-55
Closed -$1.57K – 306
2023
Q3 		$1.57K Buy
55
+1
+2% +$31 ﹤0.01% 320
2023
Q2 		$1.64K Buy
54
+1
+2% +$31 ﹤0.01% 244
2023
Q1 		$1.81K Buy
+53
New +$2.31K ﹤0.01% 185

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

Buck Wealth Strategies's TFC Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Truist Financial (TFC) in Q2 2026: 395 shares worth $19.7K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in TFC as recently as Q3 2023.

Buck Wealth Strategies first reported a position in TFC in Q1 2023 and has held it in 4 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Buck Wealth Strategies held 395 shares of Truist Financial worth $19.7K as of Q2 2026.
  • Truist Financial was a new Buck Wealth Strategies position in Q2 2026.
  • Truist Financial made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #477 holding.
  • Buck Wealth Strategies first reported a position in Truist Financial in Q1 2023 and has held it in 4 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.