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DiNuzzo Private Wealth’s Truist Financial TFC Stock Holding History

DiNuzzo Private 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 		$6.73K Buy
135
+2
+2% +$98 ﹤0.01% 346
2026
Q1 		$6.12K Buy
133
+3
+2% +$148 ﹤0.01% 358
2025
Q4 		$6.4K Buy
130
+37
+40% +$1.7K ﹤0.01% 342
2025
Q3 		$4.36K Hold
93
– – ﹤0.01% 402
2025
Q2 		$4K Sell
93
-7
-7% -$274 ﹤0.01% 423
2025
Q1 		$4.12K Buy
100
+31
+45% +$1.38K ﹤0.01% 400
2024
Q4 		$2.99K Buy
69
+2
+3% +$89 ﹤0.01% 466
2024
Q3 		$2.87K Hold
67
– – ﹤0.01% 489
2024
Q2 		$2.6K Buy
67
+14
+26% +$529 ﹤0.01% 433
2024
Q1 		$2.07K Hold
53
– – ﹤0.01% 461
2023
Q4 		$1.96K Buy
+53
New +$1.66K ﹤0.01% 445

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DiNuzzo Private Wealth's TFC Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Truist Financial (TFC) stake by 1.5% in Q2 2026, buying an estimated $98 and bringing the position to 135 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

DiNuzzo Private Wealth first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. 661 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • DiNuzzo Private Wealth held 135 shares of Truist Financial worth $6.73K as of Q2 2026.
  • DiNuzzo Private Wealth bought 2 Truist Financial shares in Q2 2026, an estimated $98.
  • Truist Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #346 holding.
  • DiNuzzo Private Wealth first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • 661 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.