EW
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Element Wealth’s Truist Financial TFC Stock Holding History

Element 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 		$246K Sell
4,932
-153
-3% -$7.53K 0.09% 185
2026
Q1 		$234K Buy
5,085
+7
+0.1% +$346 0.1% 187
2025
Q4 		$250K Buy
5,078
+26
+0.5% +$1.2K 0.1% 177
2025
Q3 		$231K Buy
5,052
+9
+0.2% +$406 0.1% 171
2025
Q2 		$217K Sell
5,043
-226
-4% -$8.84K 0.1% 171
2025
Q1 		$217K Buy
5,269
+10
+0.2% +$446 0.12% 148
2024
Q4 		$228K Buy
5,259
+9
+0.2% +$402 0.12% 134
2024
Q3 		$225K Buy
+5,250
New +$222K 0.12% 137

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

Element Wealth's TFC Position: Q2 2026 in Review

Element Wealth reduced its Truist Financial (TFC) stake by 3% in Q2 2026, selling an estimated $7.53K and leaving 4,932 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #185.

Element Wealth first reported a position in TFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $250K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Element Wealth held 4,932 shares of Truist Financial worth $246K as of Q2 2026.
  • Element Wealth sold 153 Truist Financial shares in Q2 2026, an estimated $7.53K.
  • Truist Financial made up 0.09% of Element Wealth's portfolio in Q2 2026, its #185 holding.
  • Element Wealth first reported a position in Truist Financial in Q3 2024 and has held it in 8 quarters since.
  • Element Wealth's Truist Financial position peaked at $250K in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.