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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
2024
Q3 		– Sell
-14,000
Closed -$544K – 289
2024
Q2 		$544K Buy
+14,000
New +$529K 0.08% 86

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

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.