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Forefront Wealth Partners’s Truist Financial TFC Stock Holding History

Forefront Wealth Partners’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 		$660K Sell
13,240
-168
-1% -$8.27K 0.2% 100
2026
Q1 		$616K Buy
13,408
+509
+4% +$25.2K 0.26% 85
2025
Q4 		$635K Buy
12,899
+373
+3% +$17.2K 0.3% 75
2025
Q3 		$573K Sell
12,526
-9
-0.1% -$406 0.14% 120
2025
Q2 		$544K Sell
12,535
-17
-0.1% -$665 0.37% 54
2025
Q1 		$517K Buy
12,552
+17
+0.1% +$757 0.35% 67
2024
Q4 		$544K Buy
+12,535
New +$559K 0.41% 52

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

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

Forefront Wealth Partners reduced its Truist Financial (TFC) stake by 1.3% in Q2 2026, selling an estimated $8.27K and leaving 13,240 shares worth $660K. The position accounts for 0.2% of the portfolio, ranked #100.

Forefront Wealth Partners first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Forefront Wealth Partners held 13,240 shares of Truist Financial worth $660K as of Q2 2026.
  • Forefront Wealth Partners sold 168 Truist Financial shares in Q2 2026, an estimated $8.27K.
  • Truist Financial made up 0.2% of Forefront Wealth Partners's portfolio in Q2 2026, its #100 holding.
  • Forefront Wealth Partners first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.