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ForthRight Wealth Management’s Truist Financial TFC Stock Holding History

ForthRight 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 		$341K Sell
6,837
-200
-3% -$9.84K 0.09% 62
2026
Q1 		$323K Buy
7,037
+3
+0% +$148 0.09% 58
2025
Q4 		$346K Buy
7,034
+2
+0% +$92 0.1% 56
2025
Q3 		$321K Sell
7,032
-584
-8% -$26.3K 0.09% 57
2025
Q2 		$327K Buy
7,616
+2
+0% +$78 0.1% 53
2025
Q1 		$313K Sell
7,614
-188
-2% -$8.38K 0.1% 49
2024
Q4 		$338K Sell
7,802
-1,658
-18% -$74K 0.11% 48
2024
Q3 		$405K Buy
9,460
+147
+2% +$6.21K 0.13% 43
2024
Q2 		$362K Sell
9,313
-761
-8% -$28.7K 0.13% 45
2024
Q1 		$393K Hold
10,074
– – 0.14% 44
2023
Q4 		$372K Sell
10,074
-61
-0.6% -$1.92K 0.14% 43
2023
Q3 		$290K Buy
10,135
+61
+0.6% +$1.88K 0.12% 45
2023
Q2 		$306K Sell
10,074
-196
-2% -$6.09K 0.13% 41
2023
Q1 		$350K Buy
10,270
+307
+3% +$13.4K 0.16% 38
2022
Q4 		$429K Sell
9,963
-1,726
-15% -$75.7K 0.22% 32
2022
Q3 		$509K Sell
11,689
-1,073
-8% -$51.6K 0.3% 29
2022
Q2 		$605K Buy
12,762
+4,853
+61% +$239K 0.34% 27
2022
Q1 		$448K Buy
7,909
+3,026
+62% +$187K 0.23% 28
2021
Q4 		$286K Sell
4,883
-96
-2% -$5.87K 0.16% 35
2021
Q3 		$292K Buy
+4,979
New +$278K 0.18% 32

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

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

ForthRight Wealth Management reduced its Truist Financial (TFC) stake by 2.8% in Q2 2026, selling an estimated $9.84K and leaving 6,837 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #62.

ForthRight Wealth Management first reported a position in TFC in Q3 2021 and has held it in 20 quarters since. The position peaked at $605K in Q2 2022. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • ForthRight Wealth Management held 6,837 shares of Truist Financial worth $341K as of Q2 2026.
  • ForthRight Wealth Management sold 200 Truist Financial shares in Q2 2026, an estimated $9.84K.
  • Truist Financial made up 0.09% of ForthRight Wealth Management's portfolio in Q2 2026, its #62 holding.
  • ForthRight Wealth Management first reported a position in Truist Financial in Q3 2021 and has held it in 20 quarters since.
  • ForthRight Wealth Management's Truist Financial position peaked at $605K in Q2 2022.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.