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FSB Premier Wealth Management’s Truist Financial TFC Stock Holding History

FSB Premier 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 		$344K Sell
6,902
-1,012
-13% -$49.8K 0.1% 189
2026
Q1 		$364K Buy
7,914
+73
+0.9% +$3.61K 0.11% 164
2025
Q4 		$386K Sell
7,841
-698
-8% -$32.1K 0.12% 155
2025
Q3 		$390K Sell
8,539
-414
-5% -$18.7K 0.13% 155
2025
Q2 		$385K Sell
8,953
-154
-2% -$6.03K 0.14% 149
2025
Q1 		$375K Sell
9,107
-41
-0.4% -$1.83K 0.15% 146
2024
Q4 		$397K Sell
9,148
-892
-9% -$39.8K 0.16% 139
2024
Q3 		$429K Sell
10,040
-780
-7% -$32.9K 0.18% 129
2024
Q2 		$420K Sell
10,820
-1,364
-11% -$51.5K 0.19% 116
2024
Q1 		$475K Sell
12,184
-276
-2% -$10.1K 0.22% 95
2023
Q4 		$460K Sell
12,460
-684
-5% -$21.5K 0.23% 92
2023
Q3 		$376K Sell
13,144
-829
-6% -$25.5K 0.21% 99
2023
Q2 		$424K Buy
13,973
+1,604
+13% +$49.8K 0.23% 88
2023
Q1 		$422K Buy
12,369
+3,730
+43% +$163K 0.23% 87
2022
Q4 		$372K Buy
8,639
+299
+4% +$13.1K 0.2% 96
2022
Q3 		$363K Sell
8,340
-174
-2% -$8.37K 0.21% 90
2022
Q2 		$403K Buy
8,514
+63
+0.7% +$3.11K 0.22% 89
2022
Q1 		$424K Sell
8,451
-660
-7% -$40.8K 0.21% 91
2021
Q4 		$533K Sell
9,111
-1,309
-13% -$80K 0.22% 79
2021
Q3 		$611K Sell
10,420
-895
-8% -$50K 0.31% 61
2021
Q2 		$628K Sell
11,315
-366
-3% -$21.5K 0.32% 55
2021
Q1 		$681K Sell
11,681
-1,463
-11% -$80.2K 0.37% 54
2020
Q4 		$630K Buy
+13,144
New +$595K 0.34% 60

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

FSB Premier Wealth Management's TFC Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its Truist Financial (TFC) stake by 13% in Q2 2026, selling an estimated $49.8K and leaving 6,902 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #189.

FSB Premier Wealth Management first reported a position in TFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $681K in Q1 2021. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • FSB Premier Wealth Management held 6,902 shares of Truist Financial worth $344K as of Q2 2026.
  • FSB Premier Wealth Management sold 1,012 Truist Financial shares in Q2 2026, an estimated $49.8K.
  • Truist Financial made up 0.1% of FSB Premier Wealth Management's portfolio in Q2 2026, its #189 holding.
  • FSB Premier Wealth Management first reported a position in Truist Financial in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's Truist Financial position peaked at $681K in Q1 2021.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.