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Commonwealth Financial Services’s Truist Financial TFC Stock Holding History

Commonwealth Financial Services’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 		$304K Buy
6,099
+23
+0.4% +$1.13K 0.04% 209
2026
Q1 		$279K Buy
6,076
+335
+6% +$16.6K 0.04% 189
2025
Q4 		$283K Buy
+5,741
New +$264K 0.05% 172

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Commonwealth Financial Services's TFC Position: Q2 2026 in Review

Commonwealth Financial Services increased its Truist Financial (TFC) stake by 0.38% in Q2 2026, buying an estimated $1.13K and bringing the position to 6,099 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #209.

Commonwealth Financial Services first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Commonwealth Financial Services held 6,099 shares of Truist Financial worth $304K as of Q2 2026.
  • Commonwealth Financial Services bought 23 Truist Financial shares in Q2 2026, an estimated $1.13K.
  • Truist Financial made up 0.04% of Commonwealth Financial Services's portfolio in Q2 2026, its #209 holding.
  • Commonwealth Financial Services first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.