EWM
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EPG Wealth Management’s Truist Financial TFC Stock Holding History

EPG 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
Q2 		$919K Sell
18,438
-2,415
-12% -$119K 0.22% 110
2026
Q1 		$959K Sell
20,853
-1,821
-8% -$90K 0.26% 106
2025
Q4 		$1.12M Buy
22,674
+406
+2% +$18.7K 0.3% 91
2025
Q3 		$1.02M Buy
22,268
+6
+0% +$271 0.28% 99
2025
Q2 		$957K Sell
22,262
-710
-3% -$27.8K 0.29% 98
2025
Q1 		$945K Buy
22,972
+897
+4% +$40K 0.26% 114
2024
Q4 		$958K Sell
22,075
-191
-0.9% -$8.52K 0.25% 110
2024
Q3 		$952K Buy
+22,266
New +$940K 0.24% 115
2024
Q2 		– Sell
-26,374
Closed -$996K – 105
2024
Q1 		$1.03M Buy
26,374
+396
+2% +$14.5K 0.25% 101
2023
Q4 		$908K Buy
25,978
+341
+1% +$10.7K 0.24% 109
2023
Q3 		$733K Sell
25,637
-1,550
-6% -$47.7K 0.22% 115
2023
Q2 		$825K Buy
27,187
+8,708
+47% +$270K 0.24% 104
2023
Q1 		$630K Buy
18,479
+6,260
+51% +$273K 0.2% 120
2022
Q4 		$526K Buy
12,219
+213
+2% +$9.34K 0.2% 103
2022
Q3 		$523K Buy
12,006
+4,041
+51% +$194K 0.21% 97
2022
Q2 		$378K Buy
+7,965
New +$393K 0.16% 133
2022
Q1 		– Sell
-5,984
Closed -$350K – 433
2021
Q4 		$350K Buy
5,984
+219
+4% +$13.4K 0.12% 150
2021
Q3 		$338K Buy
5,765
+575
+11% +$32.1K 0.14% 146
2021
Q2 		$288K Buy
5,190
+1,072
+26% +$63K 0.12% 156
2021
Q1 		$240K Buy
+4,118
New +$226K 0.12% 161
2020
Q2 		– Sell
-3,187
Closed -$99K – 693
2020
Q1 		$99K Buy
3,187
+911
+40% +$43.1K 0.07% 175
2019
Q4 		$128K Buy
+2,276
New +$123K 0.09% 131

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

EPG Wealth Management's TFC Position: Q2 2026 in Review

EPG Wealth Management reduced its Truist Financial (TFC) stake by 12% in Q2 2026, selling an estimated $119K and leaving 18,438 shares worth $919K. The position accounts for 0.22% of the portfolio, ranked #110.

EPG Wealth Management first reported a position in TFC in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.12M in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • EPG Wealth Management held 18,438 shares of Truist Financial worth $919K as of Q2 2026.
  • EPG Wealth Management sold 2,415 Truist Financial shares in Q2 2026, an estimated $119K.
  • Truist Financial made up 0.22% of EPG Wealth Management's portfolio in Q2 2026, its #110 holding.
  • EPG Wealth Management first reported a position in Truist Financial in Q4 2019 and has held it in 22 quarters since.
  • EPG Wealth Management's Truist Financial position peaked at $1.12M in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.