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Founders Grove Wealth Partners’s Truist Financial TFC Stock Holding History

Founders Grove 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 		$299K Buy
6,001
+423
+8% +$20.8K 0.06% 145
2026
Q1 		$256K Sell
5,578
-305
-5% -$15.1K 0.06% 138
2025
Q4 		$290K Sell
5,883
-1,641
-22% -$75.6K 0.07% 123
2025
Q3 		$344K Sell
7,524
-715
-9% -$32.2K 0.08% 114
2025
Q2 		$354K Buy
8,239
+41
+0.5% +$1.6K 0.09% 108
2025
Q1 		$337K Hold
8,198
– – 0.09% 98
2024
Q4 		$356K Buy
+8,198
New +$366K 0.1% 95

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

Founders Grove Wealth Partners's TFC Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Truist Financial (TFC) stake by 7.6% in Q2 2026, buying an estimated $20.8K and bringing the position to 6,001 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #145.

Founders Grove Wealth Partners first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $356K in Q4 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Founders Grove Wealth Partners held 6,001 shares of Truist Financial worth $299K as of Q2 2026.
  • Founders Grove Wealth Partners bought 423 Truist Financial shares in Q2 2026, an estimated $20.8K.
  • Truist Financial made up 0.06% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #145 holding.
  • Founders Grove Wealth Partners first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • Founders Grove Wealth Partners's Truist Financial position peaked at $356K in Q4 2024.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.