Fee-Only Financial Planning’s Truist Financial TFC Stock Holding History

Fee-Only Financial Planning’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	$711K	Buy	14,268 +762	+6%	+$37.5K	0.38%	21
2026 Q1	$621K	Hold	13,506	–	–	0.37%	24
2025 Q4	$665K	Hold	13,506	–	–	0.39%	21
2025 Q3	$617K	Sell	13,506 -1,865	-12%	-$84.1K	0.36%	24
2025 Q2	$661K	Buy	15,371 +330	+2%	+$12.9K	0.41%	20
2025 Q1	$619K	Sell	15,041 -845	-5%	-$37.6K	0.42%	22
2024 Q4	$689K	Sell	15,886 -1,260	-7%	-$56.2K	0.45%	19
2024 Q3	$733K	Sell	17,146 -2,736	-14%	-$116K	0.47%	20
2024 Q2	$772K	Sell	19,882 -132	-0.7%	-$4.99K	0.52%	20
2024 Q1	$780K	Hold	20,014	–	–	0.53%	18
2023 Q4	$739K	Hold	20,014	–	–	0.53%	20
2023 Q3	$573K	Hold	20,014	–	–	0.46%	22
2023 Q2	$607K	Hold	20,014	–	–	0.46%	23
2023 Q1	$682K	Hold	20,014	–	–	0.55%	21
2022 Q4	$861K	Buy	+20,014	New	+$878K	0.72%	18

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fee-Only Financial Planning's TFC Position: Q2 2026 in Review

Fee-Only Financial Planning increased its Truist Financial (TFC) stake by 5.6% in Q2 2026, buying an estimated $37.5K and bringing the position to 14,268 shares worth $711K. The position accounts for 0.38% of the portfolio, ranked #21.

Fee-Only Financial Planning first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $861K in Q4 2022. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Fee-Only Financial Planning held 14,268 shares of Truist Financial worth $711K as of Q2 2026.
Fee-Only Financial Planning bought 762 Truist Financial shares in Q2 2026, an estimated $37.5K.
Truist Financial made up 0.38% of Fee-Only Financial Planning's portfolio in Q2 2026, its #21 holding.
Fee-Only Financial Planning first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
Fee-Only Financial Planning's Truist Financial position peaked at $861K in Q4 2022.
1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.