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Clark Wealth Partners’s Truist Financial TFC Stock Holding History

Clark 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 		$3.09K Sell
62
-2
-3% -$98 ﹤0.01% 371
2026
Q1 		$2.94K Sell
64
-18
-22% -$889 ﹤0.01% 409
2025
Q4 		$4.04K Hold
82
– – ﹤0.01% 358
2025
Q3 		$4.04K Buy
+82
New +$3.7K ﹤0.01% 358
2025
Q2 		– Sell
-82
Closed -$3.37K – 627
2025
Q1 		$3.37K Sell
82
-2
-2% -$89 ﹤0.01% 313
2024
Q4 		$3.64K Buy
+84
New +$3.75K ﹤0.01% 280

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Clark Wealth Partners reduced its Truist Financial (TFC) stake by 3.1% in Q2 2026, selling an estimated $98 and leaving 62 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Clark Wealth Partners first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.04K in Q4 2025. 1,623 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Clark Wealth Partners held 62 shares of Truist Financial worth $3.09K as of Q2 2026.
  • Clark Wealth Partners sold 2 Truist Financial shares in Q2 2026, an estimated $98.
  • Truist Financial made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #371 holding.
  • Clark Wealth Partners first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
  • Clark Wealth Partners's Truist Financial position peaked at $4.04K in Q4 2025.
  • 1,623 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.