Drive Wealth Management
TFC icon

Drive Wealth Management’s Truist Financial TFC Stock Holding History

Drive Wealth Management’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 		$220K Buy
+4,410
New +$217K 0.04% 402
2026
Q1 		– Sell
-4,313
Closed -$212K – 411
2025
Q4 		$212K Buy
+4,313
New +$199K 0.04% 352
2023
Q1 		– Sell
-4,812
Closed -$207K – 314
2022
Q4 		$207K Sell
4,812
-247
-5% -$10.8K 0.1% 215
2022
Q3 		$220K Buy
5,059
+364
+8% +$17.5K 0.21% 132
2022
Q2 		$223K Buy
4,695
+926
+25% +$45.7K 0.2% 136
2022
Q1 		$214K Buy
3,769
+245
+7% +$15.1K 0.18% 145
2021
Q4 		$206K Buy
+3,524
New +$215K 0.18% 141

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Drive Wealth Management's TFC Position: Q2 2026 in Review

Drive Wealth Management opened a new position in Truist Financial (TFC) in Q2 2026: 4,410 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #402 among its holdings. This is a return to the name: Drive Wealth Management previously reported a position in TFC as recently as Q4 2025.

Drive Wealth Management first reported a position in TFC in Q4 2021 and has held it in 7 quarters since. The position peaked at $223K in Q2 2022. 1,709 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Drive Wealth Management held 4,410 shares of Truist Financial worth $220K as of Q2 2026.
  • Truist Financial was a new Drive Wealth Management position in Q2 2026.
  • Truist Financial made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #402 holding.
  • Drive Wealth Management first reported a position in Truist Financial in Q4 2021 and has held it in 7 quarters since.
  • Drive Wealth Management's Truist Financial position peaked at $223K in Q2 2022.
  • 1,709 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.