Empower Advisory Group
TFC icon

Empower Advisory Group’s Truist Financial TFC Stock Holding History

Empower Advisory Group’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 		$418K Buy
8,383
+1,895
+29% +$93.2K ﹤0.01% 372
2026
Q1 		$298K Sell
6,488
-3,937
-38% -$195K ﹤0.01% 412
2025
Q4 		$513K Buy
10,425
+3,462
+50% +$159K ﹤0.01% 336
2025
Q3 		$318K Buy
6,963
+659
+10% +$29.7K ﹤0.01% 418
2025
Q2 		$271K Sell
6,304
-22,839
-78% -$894K ﹤0.01% 428
2025
Q1 		$1.2M Buy
29,143
+22,201
+320% +$989K ﹤0.01% 230
2024
Q4 		$301K Buy
6,942
+1,093
+19% +$48.8K ﹤0.01% 410
2024
Q3 		$250K Sell
5,849
-3,107
-35% -$131K ﹤0.01% 439
2024
Q2 		$348K Buy
8,956
+1,457
+19% +$55K ﹤0.01% 366
2024
Q1 		$292K Buy
7,499
+1,070
+17% +$39.1K ﹤0.01% 413
2023
Q4 		$237K Buy
+6,429
New +$202K ﹤0.01% 438
2023
Q3 		– Sell
-7,076
Closed -$215K – 486
2023
Q2 		$215K Buy
7,076
+494
+8% +$15.3K ﹤0.01% 455
2023
Q1 		$218K Buy
+6,582
New +$287K ﹤0.01% 458

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

Empower Advisory Group's TFC Position: Q2 2026 in Review

Empower Advisory Group increased its Truist Financial (TFC) stake by 29% in Q2 2026, buying an estimated $93.2K and bringing the position to 8,383 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Empower Advisory Group first reported a position in TFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.2M in Q1 2025. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Empower Advisory Group held 8,383 shares of Truist Financial worth $418K as of Q2 2026.
  • Empower Advisory Group bought 1,895 Truist Financial shares in Q2 2026, an estimated $93.2K.
  • Truist Financial made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #372 holding.
  • Empower Advisory Group first reported a position in Truist Financial in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Truist Financial position peaked at $1.2M in Q1 2025.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.