CWM
TFC icon

Circle Wealth Management’s Truist Financial TFC Stock Holding History

Circle 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 		$201K Buy
+4,025
New +$198K ﹤0.01% 252
2022
Q2 		– Sell
-4,003
Closed -$227K – 178
2022
Q1 		$227K Buy
4,003
+24
+0.6% +$1.48K 0.03% 173
2021
Q4 		$233K Buy
3,979
+520
+15% +$31.8K 0.03% 182
2021
Q3 		$203K Buy
+3,459
New +$193K 0.03% 176

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

Circle Wealth Management's TFC Position: Q2 2026 in Review

Circle Wealth Management opened a new position in Truist Financial (TFC) in Q2 2026: 4,025 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #252 among its holdings. This is a return to the name: Circle Wealth Management previously reported a position in TFC as recently as Q1 2022.

Circle Wealth Management first reported a position in TFC in Q3 2021 and has held it in 4 quarters since. The position peaked at $233K in Q4 2021. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Circle Wealth Management held 4,025 shares of Truist Financial worth $201K as of Q2 2026.
  • Truist Financial was a new Circle Wealth Management position in Q2 2026.
  • Truist Financial made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Circle Wealth Management first reported a position in Truist Financial in Q3 2021 and has held it in 4 quarters since.
  • Circle Wealth Management's Truist Financial position peaked at $233K in Q4 2021.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.