Destiny Wealth Partners’s Truist Financial TFC Stock Holding History

Destiny 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	–	Sell	-5,887	Closed	-$271K	–	997
2026 Q1	$271K	Buy	+5,887	New	+$291K	0.03%	191
2023 Q1	–	Sell	-1,107	Closed	-$47.6K	–	595
2022 Q4	$47.6K	Buy	1,107 +6	+0.5%	+$263	0.01%	300
2022 Q3	$48K	Buy	1,101 +6	+0.5%	+$289	0.01%	281
2022 Q2	$52K	Buy	1,095 +441	+67%	+$21.7K	0.01%	276
2022 Q1	$37K	Buy	654 +4	+0.6%	+$247	0.01%	341
2021 Q4	$38K	Buy	650 +4	+0.6%	+$244	0.01%	348
2021 Q3	$38K	Buy	+646	New	+$36.1K	0.01%	328
2021 Q2	–	Sell	-638	Closed	-$37K	–	470
2021 Q1	$37K	Buy	638 +4	+0.6%	+$219	0.01%	306
2020 Q4	$30K	Buy	+634	New	+$28.7K	0.01%	333

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Destiny Wealth Partners sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 5,887 shares — an estimated $271K sold.

Destiny Wealth Partners first reported a position in TFC in Q4 2020 and held it in 9 quarters. The position peaked at $271K in Q1 2026. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Destiny Wealth Partners reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 5,887 Truist Financial shares in Q2 2026, an estimated $271K.
Destiny Wealth Partners first reported a position in Truist Financial in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's Truist Financial position peaked at $271K in Q1 2026.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.