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Facet Wealth Inc’s Truist Financial TFC Stock Holding History

Facet Wealth 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 		$380K Buy
7,620
+267
+4% +$13.1K 0.01% 264
2026
Q1 		$338K Sell
7,353
-408
-5% -$20.2K 0.01% 234
2025
Q4 		$390K Buy
7,761
+3,361
+76% +$155K 0.01% 185
2025
Q3 		$201K Buy
+4,400
New +$198K ﹤0.01% 215

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

Facet Wealth Inc's TFC Position: Q2 2026 in Review

Facet Wealth Inc increased its Truist Financial (TFC) stake by 3.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 7,620 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #264.

Facet Wealth Inc first reported a position in TFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $390K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Facet Wealth Inc held 7,620 shares of Truist Financial worth $380K as of Q2 2026.
  • Facet Wealth Inc bought 267 Truist Financial shares in Q2 2026, an estimated $13.1K.
  • Truist Financial made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #264 holding.
  • Facet Wealth Inc first reported a position in Truist Financial in Q3 2025 and has held it in 4 quarters since.
  • Facet Wealth Inc's Truist Financial position peaked at $390K in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.