Forteris Wealth Management
TFC icon

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
Q3 		$245K Hold
5,300
– – 0.2% 67
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

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Victory Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Forteris Wealth Management's TFC Position: Q3 2026 in Review

Forteris Wealth Management held its Truist Financial (TFC) position steady in Q3 2026 at 5,300 shares worth $245K. The position accounts for 0.2% of the portfolio, ranked #67.

Forteris Wealth Management first reported a position in TFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $264K in Q2 2026. 1,132 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Forteris Wealth Management held 5,300 shares of Truist Financial worth $245K as of Q3 2026.
  • Forteris Wealth Management left its Truist Financial share count unchanged in Q3 2026.
  • Truist Financial made up 0.2% of Forteris Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Forteris Wealth Management first reported a position in Truist Financial in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's Truist Financial position peaked at $264K in Q2 2026.
  • 1,132 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.