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Financial Gravity Companies’s Truist Financial TFC Stock Holding History

Financial Gravity Companies’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 		$2.19K Buy
+44
New +$2.17K ﹤0.01% 757
2018
Q4 		$48K Buy
+990
New +$47.5K 0.04% 347

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 $3.38T AUM 44.17% 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

Financial Gravity Companies's TFC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Truist Financial (TFC) in Q2 2026: 44 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #757 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TFC as recently as Q4 2018.

Financial Gravity Companies first reported a position in TFC in Q4 2018 and has held it in 2 quarters since. The position peaked at $48K in Q4 2018. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Financial Gravity Companies held 44 shares of Truist Financial worth $2.19K as of Q2 2026.
  • Truist Financial was a new Financial Gravity Companies position in Q2 2026.
  • Truist Financial made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #757 holding.
  • Financial Gravity Companies first reported a position in Truist Financial in Q4 2018 and has held it in 2 quarters since.
  • Financial Gravity Companies's Truist Financial position peaked at $48K in Q4 2018.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.