Focus Partners Wealth
TFC icon

Focus Partners Wealth’s Truist Financial TFC Stock Holding History

Focus Partners Wealth’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 		$38.9M Sell
780,678
-193,282
-20% -$9.51M 0.04% 366
2026
Q1 		$44.8M Buy
973,960
+119,488
+14% +$5.9M 0.05% 313
2025
Q4 		$42M Buy
854,472
+662,468
+345% +$30.5M 0.05% 327
2025
Q3 		$8.72M Buy
192,004
+73,785
+62% +$3.33M 0.01% 593
2025
Q2 		$5.08M Sell
118,219
-1,258
-1% -$49.2K 0.01% 673
2025
Q1 		$4.92M Sell
119,477
-23,446
-16% -$1.04M 0.01% 630
2024
Q4 		$6.2M Sell
142,923
-3,417
-2% -$152K 0.02% 566
2024
Q3 		$6.26M Buy
146,340
+103,350
+240% +$4.36M 0.02% 505
2024
Q2 		$1.67M Buy
42,990
+31,245
+266% +$1.18M 0.01% 691
2024
Q1 		$458K Buy
+11,745
New +$430K ﹤0.01% 738

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

Focus Partners Wealth's TFC Position: Q2 2026 in Review

Focus Partners Wealth reduced its Truist Financial (TFC) stake by 20% in Q2 2026, selling an estimated $9.51M and leaving 780,678 shares worth $38.9M. The position accounts for 0.04% of the portfolio, ranked #366.

Focus Partners Wealth first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $44.8M in Q1 2026. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Focus Partners Wealth held 780,678 shares of Truist Financial worth $38.9M as of Q2 2026.
  • Focus Partners Wealth sold 193,282 Truist Financial shares in Q2 2026, an estimated $9.51M.
  • Truist Financial made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #366 holding.
  • Focus Partners Wealth first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's Truist Financial position peaked at $44.8M in Q1 2026.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.