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Cyndeo Wealth Partners’s Truist Financial TFC Stock Holding History

Cyndeo 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 		$790K Sell
15,851
-1,029
-6% -$50.6K 0.04% 288
2026
Q1 		$776K Sell
16,880
-431
-2% -$21.3K 0.04% 264
2025
Q4 		$852K Sell
17,311
-2,040
-11% -$94K 0.05% 255
2025
Q3 		$885K Buy
19,351
+286
+2% +$12.9K 0.05% 251
2025
Q2 		$820K Sell
19,065
-163,089
-90% -$6.38M 0.05% 249
2025
Q1 		$7.5M Buy
182,154
+10,559
+6% +$470K 0.49% 63
2024
Q4 		$7.44M Buy
171,595
+5,682
+3% +$254K 0.5% 62
2024
Q3 		$7.1M Buy
165,913
+149,338
+901% +$6.31M 0.5% 60
2024
Q2 		$644K Buy
16,575
+180
+1% +$6.8K 0.05% 251
2024
Q1 		$639K Buy
+16,395
New +$600K 0.05% 237
2023
Q2 		– Sell
-56,313
Closed -$1.92M – 349
2023
Q1 		$1.92M Sell
56,313
-8,800
-14% -$384K 0.21% 130
2022
Q4 		$2.8M Buy
+65,113
New +$2.86M 0.33% 102

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

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

Cyndeo Wealth Partners reduced its Truist Financial (TFC) stake by 6.1% in Q2 2026, selling an estimated $50.6K and leaving 15,851 shares worth $790K. The position accounts for 0.04% of the portfolio, ranked #288.

Cyndeo Wealth Partners first reported a position in TFC in Q4 2022 and has held it in 12 quarters since. The position peaked at $7.5M in Q1 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cyndeo Wealth Partners held 15,851 shares of Truist Financial worth $790K as of Q2 2026.
  • Cyndeo Wealth Partners sold 1,029 Truist Financial shares in Q2 2026, an estimated $50.6K.
  • Truist Financial made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #288 holding.
  • Cyndeo Wealth Partners first reported a position in Truist Financial in Q4 2022 and has held it in 12 quarters since.
  • Cyndeo Wealth Partners's Truist Financial position peaked at $7.5M in Q1 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.