Drucker Wealth 3.0’s Truist Financial TFC Stock Holding History

Drucker Wealth 3.0’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	$1.42M	Sell	28,412 -1,232	-4%	-$60.6K	0.22%	92
2026 Q1	$1.36M	Sell	29,644 -3,195	-10%	-$158K	0.24%	89
2025 Q4	$1.62M	Sell	32,839 -4,303	-12%	-$198K	0.28%	76
2025 Q3	$1.7M	Sell	37,142 -16,851	-31%	-$760K	0.3%	76
2025 Q2	$2.44M	Sell	53,993 -16,258	-23%	-$636K	0.47%	45
2025 Q1	$2.89M	Sell	70,251 -2,532	-3%	-$113K	0.64%	41
2024 Q4	$3.16M	Sell	72,783 -537	-0.7%	-$24K	0.73%	42
2024 Q3	$3.14M	Buy	73,320 +1,208	+2%	+$51K	0.75%	44
2024 Q2	$2.8M	Buy	+72,112	New	+$2.72M	0.74%	47

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Drucker Wealth 3.0's TFC Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Truist Financial (TFC) stake by 4.2% in Q2 2026, selling an estimated $60.6K and leaving 28,412 shares worth $1.42M. The position accounts for 0.22% of the portfolio, ranked #92.

Drucker Wealth 3.0 first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.16M in Q4 2024. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Drucker Wealth 3.0 held 28,412 shares of Truist Financial worth $1.42M as of Q2 2026.
Drucker Wealth 3.0 sold 1,232 Truist Financial shares in Q2 2026, an estimated $60.6K.
Truist Financial made up 0.22% of Drucker Wealth 3.0's portfolio in Q2 2026, its #92 holding.
Drucker Wealth 3.0 first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's Truist Financial position peaked at $3.16M in Q4 2024.
261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.