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Fonville Wealth Management’s Truist Financial TFC Stock Holding History

Fonville 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 		$250K Sell
5,008
-1,835
-27% -$90.3K 0.04% 131
2026
Q1 		$315K Sell
6,843
-17
-0.2% -$840 0.06% 103
2025
Q4 		$338K Buy
6,860
+26
+0.4% +$1.2K 0.07% 99
2025
Q3 		$312K Sell
6,834
-7
-0.1% -$316 0.07% 103
2025
Q2 		$294K Hold
6,841
– – 0.07% 103
2025
Q1 		$270K Hold
6,841
– – 0.08% 99
2024
Q4 		$297K Sell
6,841
-873
-11% -$39K 0.1% 90
2024
Q3 		$330K Buy
7,714
+10
+0.1% +$422 0.11% 86
2024
Q2 		$299K Buy
7,704
+19
+0.2% +$718 0.12% 80
2024
Q1 		$300K Buy
7,685
+1,580
+26% +$57.8K 0.13% 76
2023
Q4 		$225K Buy
+6,105
New +$192K 0.12% 78

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

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

Fonville Wealth Management reduced its Truist Financial (TFC) stake by 27% in Q2 2026, selling an estimated $90.3K and leaving 5,008 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #131.

Fonville Wealth Management first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $338K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Fonville Wealth Management held 5,008 shares of Truist Financial worth $250K as of Q2 2026.
  • Fonville Wealth Management sold 1,835 Truist Financial shares in Q2 2026, an estimated $90.3K.
  • Truist Financial made up 0.04% of Fonville Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Fonville Wealth Management first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • Fonville Wealth Management's Truist Financial position peaked at $338K in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.