Focused Wealth Management’s Truist Financial TFC Stock Holding History

Focused Wealth Management’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	$301K	Buy	+6,051	New	+$298K	0.03%	180
2024 Q3	–	Sell	-436	Closed	-$16.9K	–	290
2024 Q2	$16.9K	Buy	+436	New	+$16.5K	﹤0.01%	223
2023 Q3	–	Sell	-46	Closed	-$1.4K	–	1105
2023 Q2	$1.4K	Hold	46	–	–	﹤0.01%	842
2023 Q1	$1.55K	Buy	46 +1	+2%	+$44	﹤0.01%	824
2022 Q4	$1.94K	Hold	45	–	–	﹤0.01%	782
2022 Q3	$2K	Buy	45 +1	+2%	+$48	﹤0.01%	784
2022 Q2	$2K	Hold	44	–	–	﹤0.01%	762
2022 Q1	$2K	Buy	44 +1	+2%	+$62	﹤0.01%	816
2021 Q4	$3K	Hold	43	–	–	﹤0.01%	771
2021 Q3	$3K	Hold	43	–	–	﹤0.01%	781
2021 Q2	$2K	Buy	43 +1	+2%	+$59	﹤0.01%	832
2021 Q1	$2K	Buy	+42	New	+$2.3K	﹤0.01%	825

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

Focused Wealth Management's TFC Position: Q2 2026 in Review

Focused Wealth Management opened a new position in Truist Financial (TFC) in Q2 2026: 6,051 shares worth $301K. The stake represents 0.03% of the portfolio and ranks #180 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in TFC as recently as Q2 2024.

Focused Wealth Management first reported a position in TFC in Q1 2021 and has held it in 12 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Focused Wealth Management held 6,051 shares of Truist Financial worth $301K as of Q2 2026.
Truist Financial was a new Focused Wealth Management position in Q2 2026.
Truist Financial made up 0.03% of Focused Wealth Management's portfolio in Q2 2026, its #180 holding.
Focused Wealth Management first reported a position in Truist Financial in Q1 2021 and has held it in 12 quarters since.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.