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Clear Wave Wealth Management’s Truist Financial TFC Stock Holding History

Clear Wave 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 		$232K Sell
4,651
-80
-2% -$3.94K 0.04% 170
2026
Q1 		$217K Buy
+4,731
New +$234K 0.05% 161

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

Clear Wave Wealth Management's TFC Position: Q2 2026 in Review

Clear Wave Wealth Management reduced its Truist Financial (TFC) stake by 1.7% in Q2 2026, selling an estimated $3.94K and leaving 4,651 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #170.

Clear Wave Wealth Management first reported a position in TFC in Q1 2026 and has held it in 2 quarters since. 1,691 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Clear Wave Wealth Management held 4,651 shares of Truist Financial worth $232K as of Q2 2026.
  • Clear Wave Wealth Management sold 80 Truist Financial shares in Q2 2026, an estimated $3.94K.
  • Truist Financial made up 0.04% of Clear Wave Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Clear Wave Wealth Management first reported a position in Truist Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.