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Elevation Wealth Partners’s Truist Financial TFC Stock Holding History

Elevation Wealth Partners’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 		$44.4K Buy
892
+275
+45% +$13.5K 0.01% 334
2026
Q1 		$28.4K Buy
617
+577
+1,443% +$28.5K 0.01% 318
2025
Q4 		$1.97K Hold
40
– – ﹤0.01% 793
2025
Q3 		$1.83K Buy
+40
New +$1.8K ﹤0.01% 662

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Elevation Wealth Partners's TFC Position: Q2 2026 in Review

Elevation Wealth Partners increased its Truist Financial (TFC) stake by 45% in Q2 2026, buying an estimated $13.5K and bringing the position to 892 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #334.

Elevation Wealth Partners first reported a position in TFC in Q3 2025 and has held it in 4 quarters since. 667 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Elevation Wealth Partners held 892 shares of Truist Financial worth $44.4K as of Q2 2026.
  • Elevation Wealth Partners bought 275 Truist Financial shares in Q2 2026, an estimated $13.5K.
  • Truist Financial made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #334 holding.
  • Elevation Wealth Partners first reported a position in Truist Financial in Q3 2025 and has held it in 4 quarters since.
  • 667 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.