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WELLINGTON-ALTUS USA INC.’s Truist Financial TFC Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$38.1K Buy
828
+381
+85% +$18.7K 0.03% 365
2026
Q1 		$22.3K Sell
447
-967
-68% -$47.8K 0.01% 505
2025
Q4 		$69.6K Buy
+1,414
New +$65.1K 0.05% 245

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

WELLINGTON-ALTUS USA INC.'s TFC Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. increased its Truist Financial (TFC) stake by 85% in Q2 2026, buying an estimated $18.7K and bringing the position to 828 shares worth $38.1K. The position accounts for 0.03% of the portfolio, ranked #365.

WELLINGTON-ALTUS USA INC. first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $69.6K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 828 shares of Truist Financial worth $38.1K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. bought 381 Truist Financial shares in Q2 2026, an estimated $18.7K.
  • Truist Financial made up 0.03% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #365 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Truist Financial position peaked at $69.6K in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.