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 Q3	$1.79M	Buy	38,764 +1,398	+4%	+$71K	0.62%	38
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Eagle Bluffs Wealth Management's TFC Position: Q3 2026 in Review

Eagle Bluffs Wealth Management increased its Truist Financial (TFC) stake by 3.7% in Q3 2026, buying an estimated $71K and bringing the position to 38,764 shares worth $1.79M. The position accounts for 0.62% of the portfolio, ranked #38.

Eagle Bluffs Wealth Management first reported a position in TFC in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.86M in Q2 2026. 1,154 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Eagle Bluffs Wealth Management held 38,764 shares of Truist Financial worth $1.79M as of Q3 2026.
Eagle Bluffs Wealth Management bought 1,398 Truist Financial shares in Q3 2026, an estimated $71K.
Truist Financial made up 0.62% of Eagle Bluffs Wealth Management's portfolio in Q3 2026, its #38 holding.
Eagle Bluffs Wealth Management first reported a position in Truist Financial in Q2 2024 and has held it in 10 quarters since.
Eagle Bluffs Wealth Management's Truist Financial position peaked at $1.86M in Q2 2026.
1,154 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.