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Forteris Wealth Management’s Truist Financial TFC Stock Holding History

Forteris 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 		$264K Hold
5,300
– – 0.22% 65
2026
Q1 		$244K Sell
5,300
-55
-1% -$2.72K 0.23% 63
2025
Q4 		$264K Buy
+5,355
New +$247K 0.26% 62

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Forteris Wealth Management held its Truist Financial (TFC) position steady in Q2 2026 at 5,300 shares worth $264K. The position accounts for 0.22% of the portfolio, ranked #65.

Forteris Wealth Management first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Forteris Wealth Management held 5,300 shares of Truist Financial worth $264K as of Q2 2026.
  • Forteris Wealth Management left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.22% of Forteris Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Forteris Wealth Management first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.