Cherry Tree Wealth Management’s Truist Financial TFC Stock Holding History

Cherry Tree 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	–	Sell	-78	Closed	-$3.59K	–	607
2026 Q1	$3.59K	Hold	78	–	–	﹤0.01%	505
2025 Q4	$3.84K	Hold	78	–	–	﹤0.01%	503
2025 Q3	$3.57K	Hold	78	–	–	﹤0.01%	487
2025 Q2	$3.35K	Hold	78	–	–	﹤0.01%	505
2025 Q1	$3.21K	Hold	78	–	–	﹤0.01%	584
2024 Q4	$3.38K	Hold	78	–	–	﹤0.01%	507
2024 Q3	$3.34K	Hold	78	–	–	﹤0.01%	509
2024 Q2	$3.03K	Hold	78	–	–	﹤0.01%	492
2024 Q1	$3.04K	Hold	78	–	–	﹤0.01%	479
2023 Q4	$2.88K	Hold	78	–	–	﹤0.01%	477
2023 Q3	$2.23K	Sell	78 -2	-3%	-$62	﹤0.01%	476
2023 Q2	$2.41K	Buy	+80	New	+$2.48K	﹤0.01%	474

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cherry Tree Wealth Management's TFC Position: Q2 2026 in Review

Cherry Tree Wealth Management sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 78 shares — an estimated $3.59K sold.

Cherry Tree Wealth Management first reported a position in TFC in Q2 2023 and held it in 12 quarters. The position peaked at $3.84K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Cherry Tree Wealth Management reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
Cherry Tree Wealth Management sold 78 Truist Financial shares in Q2 2026, an estimated $3.59K.
Cherry Tree Wealth Management first reported a position in Truist Financial in Q2 2023 and held it in 12 quarters.
Cherry Tree Wealth Management's Truist Financial position peaked at $3.84K in Q4 2025.
1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.