Corient Private Wealth
TFC icon

Corient Private Wealth’s Truist Financial TFC Stock Holding History

Corient Private Wealth’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 		$9.51M Sell
190,797
-40,104
-17% -$1.97M 0.01% 664
2026
Q1 		$10.6M Sell
230,901
-9,758
-4% -$482K 0.02% 607
2025
Q4 		$11.8M Buy
240,659
+10,447
+5% +$481K 0.02% 521
2025
Q3 		$10.5M Sell
230,212
-34,546
-13% -$1.56M 0.02% 510
2025
Q2 		$11.4M Sell
264,758
-292,923
-53% -$11.5M 0.02% 497
2025
Q1 		$22.9M Sell
557,681
-9,467
-2% -$422K 0.04% 367
2024
Q4 		$24.6M Sell
567,148
-60,743
-10% -$2.71M 0.04% 355
2024
Q3 		$26.9M Buy
627,891
+61,791
+11% +$2.61M 0.04% 368
2024
Q2 		$22M Sell
566,100
-20,424
-3% -$771K 0.04% 372
2024
Q1 		$22.9M Sell
586,524
-22,487
-4% -$823K 0.04% 358
2023
Q4 		$22.5M Buy
609,011
+37,332
+7% +$1.17M 0.04% 364
2023
Q3 		$16.4M Sell
571,679
-111,484
-16% -$3.43M 0.04% 390
2023
Q2 		$20.7M Buy
683,163
+260,064
+61% +$8.08M 0.05% 327
2023
Q1 		$14.4M Buy
423,099
+88,057
+26% +$3.84M 0.04% 369
2022
Q4 		$14.4M Buy
+335,042
New +$14.7M 0.05% 308

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

Corient Private Wealth's TFC Position: Q2 2026 in Review

Corient Private Wealth reduced its Truist Financial (TFC) stake by 17% in Q2 2026, selling an estimated $1.97M and leaving 190,797 shares worth $9.51M. The position accounts for 0.01% of the portfolio, ranked #664.

Corient Private Wealth first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.9M in Q3 2024. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Corient Private Wealth held 190,797 shares of Truist Financial worth $9.51M as of Q2 2026.
  • Corient Private Wealth sold 40,104 Truist Financial shares in Q2 2026, an estimated $1.97M.
  • Truist Financial made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #664 holding.
  • Corient Private Wealth first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Truist Financial position peaked at $26.9M in Q3 2024.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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