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Concord Wealth Partners’s Truist Financial TFC Stock Holding History

Concord 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 		$3.47M Sell
69,645
-199
-0.3% -$9.79K 0.4% 59
2026
Q1 		$3.21M Sell
69,844
-3
-0% -$148 0.42% 58
2025
Q4 		$3.44M Hold
69,847
– – 0.45% 48
2025
Q3 		$3.19M Hold
69,847
– – 0.44% 45
2025
Q2 		$3M Sell
69,847
-279
-0.4% -$10.9K 0.44% 50
2025
Q1 		$2.89M Buy
70,126
+4
+0% +$178 0.47% 53
2024
Q4 		$3.04M Buy
70,122
+51,641
+279% +$2.3M 0.5% 51
2024
Q3 		$790K Sell
18,481
-54,946
-75% -$2.32M 0.13% 109
2024
Q2 		$2.85M Sell
73,427
-1,324
-2% -$50K 0.5% 50
2024
Q1 		$2.91M Sell
74,751
-364
-0.5% -$13.3K 0.52% 49
2023
Q4 		$2.77M Sell
75,115
-2,632
-3% -$82.6K 0.56% 43
2023
Q3 		$2.22M Sell
77,747
-18,298
-19% -$563K 0.47% 40
2023
Q2 		$2.91M Buy
96,045
+12,073
+14% +$375K 0.63% 32
2023
Q1 		$2.86M Buy
83,972
+5,319
+7% +$232K 0.81% 27
2022
Q4 		$3.38M Sell
78,653
-3,846
-5% -$169K 1.02% 24
2022
Q3 		$3.59M Buy
82,499
+17
+0% +$818 1.14% 19
2022
Q2 		$3.91M Sell
82,482
-642
-0.8% -$31.7K 1.07% 19
2022
Q1 		$4.71M Buy
83,124
+1,191
+1% +$73.6K 1.22% 18
2021
Q4 		$4.8M Buy
81,933
+75,880
+1,254% +$4.64M 1.17% 16
2021
Q3 		$355K Sell
6,053
-74,599
-92% -$4.17M 0.15% 50
2021
Q2 		$4.48M Buy
80,652
+3,697
+5% +$217K 1.28% 13
2021
Q1 		$4.49M Buy
76,955
+5,294
+7% +$290K 1.51% 13
2020
Q4 		$3.44M Buy
+71,661
New +$3.24M 2.65% 4

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

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

Concord Wealth Partners reduced its Truist Financial (TFC) stake by 0.28% in Q2 2026, selling an estimated $9.79K and leaving 69,645 shares worth $3.47M. The position accounts for 0.4% of the portfolio, ranked #59.

Concord Wealth Partners first reported a position in TFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.8M in Q4 2021. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Concord Wealth Partners held 69,645 shares of Truist Financial worth $3.47M as of Q2 2026.
  • Concord Wealth Partners sold 199 Truist Financial shares in Q2 2026, an estimated $9.79K.
  • Truist Financial made up 0.4% of Concord Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • Concord Wealth Partners first reported a position in Truist Financial in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Truist Financial position peaked at $4.8M in Q4 2021.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.