Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Truist Financial TFC Stock Holding History

Envestnet Portfolio Solutions’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 		$2.36M Sell
47,314
-16,697
-26% -$821K 0.01% 463
2026
Q1 		$2.94M Sell
64,011
-33,827
-35% -$1.67M 0.02% 383
2025
Q4 		$4.81M Buy
97,838
+2,011
+2% +$92.6K 0.02% 369
2025
Q3 		$4.38M Buy
95,827
+13,081
+16% +$590K 0.02% 372
2025
Q2 		$3.56M Sell
82,746
-1,153
-1% -$45.1K 0.01% 429
2025
Q1 		$3.45M Sell
83,899
-14,997
-15% -$668K 0.01% 452
2024
Q4 		$4.29M Buy
98,896
+2,475
+3% +$110K 0.01% 433
2024
Q3 		$4.12M Sell
96,421
-6,710
-7% -$283K 0.01% 441
2024
Q2 		$4.01M Sell
103,131
-7,619
-7% -$288K 0.01% 426
2024
Q1 		$4.32M Sell
110,750
-8,437
-7% -$309K 0.02% 416
2023
Q4 		$4.4M Sell
119,187
-7,077
-6% -$222K 0.02% 360
2023
Q3 		$3.61M Buy
+126,264
New +$3.88M 0.02% 389

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Envestnet Portfolio Solutions's TFC Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Truist Financial (TFC) stake by 26% in Q2 2026, selling an estimated $821K and leaving 47,314 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #463.

Envestnet Portfolio Solutions first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.81M in Q4 2025. 385 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Envestnet Portfolio Solutions held 47,314 shares of Truist Financial worth $2.36M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 16,697 Truist Financial shares in Q2 2026, an estimated $821K.
  • Truist Financial made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #463 holding.
  • Envestnet Portfolio Solutions first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Truist Financial position peaked at $4.81M in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.