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Eagle Bluffs Wealth Management’s Truist Financial TFC Stock Holding History

Eagle Bluffs 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 		$1.86M Buy
37,366
+601
+2% +$29.6K 0.62% 36
2026
Q1 		$1.69M Buy
36,765
+1,083
+3% +$53.5K 0.66% 38
2025
Q4 		$1.76M Buy
35,682
+1,115
+3% +$51.4K 0.71% 37
2025
Q3 		$1.58M Buy
34,567
+866
+3% +$39K 0.68% 37
2025
Q2 		$1.45M Buy
33,701
+74
+0.2% +$2.9K 0.69% 36
2025
Q1 		$1.38M Buy
33,627
+185
+0.6% +$8.24K 0.73% 39
2024
Q4 		$1.45M Sell
33,442
-1,767
-5% -$78.9K 0.78% 36
2024
Q3 		$1.51M Buy
35,209
+166
+0.5% +$7.01K 0.81% 36
2024
Q2 		$1.36M Buy
+35,043
New +$1.32M 0.79% 36

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 $3.37T AUM 44.26% 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

Eagle Bluffs Wealth Management's TFC Position: Q2 2026 in Review

Eagle Bluffs Wealth Management increased its Truist Financial (TFC) stake by 1.6% in Q2 2026, buying an estimated $29.6K and bringing the position to 37,366 shares worth $1.86M. The position accounts for 0.62% of the portfolio, ranked #36.

Eagle Bluffs Wealth Management first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Eagle Bluffs Wealth Management held 37,366 shares of Truist Financial worth $1.86M as of Q2 2026.
  • Eagle Bluffs Wealth Management bought 601 Truist Financial shares in Q2 2026, an estimated $29.6K.
  • Truist Financial made up 0.62% of Eagle Bluffs Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Eagle Bluffs Wealth Management first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.