CW
TFC icon

CreativeOne Wealth’s Truist Financial TFC Stock Holding History

CreativeOne 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 		$405K Sell
8,133
-2,913
-26% -$143K 0.01% 871
2026
Q1 		$508K Sell
11,046
-2,856
-21% -$141K 0.01% 803
2025
Q4 		$684K Buy
13,902
+244
+2% +$11.2K 0.02% 679
2025
Q3 		$624K Buy
13,658
+2,172
+19% +$97.9K 0.02% 698
2025
Q2 		$494K Buy
11,486
+922
+9% +$36.1K 0.01% 754
2025
Q1 		$435K Buy
10,564
+3,136
+42% +$140K 0.01% 733
2024
Q4 		$322K Sell
7,428
-6,404
-46% -$286K 0.01% 850
2024
Q3 		$592K Buy
13,832
+6,190
+81% +$261K 0.02% 574
2024
Q2 		$297K Sell
7,642
-5,595
-42% -$211K 0.02% 625
2024
Q1 		$516K Buy
+13,237
New +$484K 0.02% 561
2020
Q1 		– Sell
-3,753
Closed -$211K – 236
2019
Q4 		$211K Buy
+3,753
New +$203K 0.04% 210

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

CreativeOne Wealth's TFC Position: Q2 2026 in Review

CreativeOne Wealth reduced its Truist Financial (TFC) stake by 26% in Q2 2026, selling an estimated $143K and leaving 8,133 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #871.

CreativeOne Wealth first reported a position in TFC in Q4 2019 and has held it in 11 quarters since. The position peaked at $684K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • CreativeOne Wealth held 8,133 shares of Truist Financial worth $405K as of Q2 2026.
  • CreativeOne Wealth sold 2,913 Truist Financial shares in Q2 2026, an estimated $143K.
  • Truist Financial made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #871 holding.
  • CreativeOne Wealth first reported a position in Truist Financial in Q4 2019 and has held it in 11 quarters since.
  • CreativeOne Wealth's Truist Financial position peaked at $684K in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.