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 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 $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Destiny Wealth Partners's TFC Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in Truist Financial (TFC) in Q1 2026: 5,887 shares worth $271K. The stake represents 0.03% of the portfolio and ranks #191 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in TFC as recently as Q4 2022.

Destiny Wealth Partners first reported a position in TFC in Q4 2020 and has held it in 9 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Destiny Wealth Partners held 5,887 shares of Truist Financial worth $271K as of Q1 2026.
Truist Financial was a new Destiny Wealth Partners position in Q1 2026.
Truist Financial made up 0.03% of Destiny Wealth Partners's portfolio in Q1 2026, its #191 holding.
Destiny Wealth Partners first reported a position in Truist Financial in Q4 2020 and has held it in 9 quarters since.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.