Creative Planning
TFC icon

Creative Planning’s Truist Financial TFC Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-100
Closed -$2K – 2547
2021
Q1 		$2K Hold
100
– – ﹤0.01% 2568
2020
Q4 		$1K Buy
+100
New +$4.53K ﹤0.01% 2336

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

Creative Planning's TFC Position: Q2 2026 in Review

Creative Planning increased its Truist Financial (TFC) stake by 2.1% in Q2 2026, buying an estimated $531K and bringing the position to 513,102 shares worth $25.6M. The position accounts for 0.01% of the portfolio, ranked #412.

Creative Planning first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Creative Planning held 513,102 shares of Truist Financial worth $25.6M as of Q2 2026.
  • Creative Planning bought 10,793 Truist Financial shares in Q2 2026, an estimated $531K.
  • Truist Financial made up 0.01% of Creative Planning's portfolio in Q2 2026, its #412 holding.
  • Creative Planning first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.