FH
TFC icon

FWG Holdings’s Truist Financial TFC Stock Holding History

FWG Holdings’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 		$288K Buy
5,569
+109
+2% +$5.36K 0.1% 115
2026
Q1 		$260K Hold
5,460
– – 0.1% 109
2025
Q4 		$281K Sell
5,460
-234
-4% -$10.8K 0.11% 111
2025
Q3 		$250K Hold
5,694
– – 0.11% 102
2025
Q2 		$247K Hold
5,694
– – 0.12% 101
2025
Q1 		$221K Hold
5,694
– – 0.11% 104
2024
Q4 		$267K Buy
5,694
+234
+4% +$10.4K 0.13% 96
2024
Q3 		$236K Sell
5,460
-2,752
-34% -$116K 0.12% 93
2024
Q2 		$363K Hold
8,212
– – 0.18% 80
2024
Q1 		$321K Buy
8,212
+1,202
+17% +$44K 0.17% 87
2023
Q4 		$266K Buy
+7,010
New +$220K 0.16% 91
2023
Q3 		– Sell
-7,170
Closed -$234K – 100
2023
Q2 		$234K Sell
7,170
-1
-0% -$31 0.15% 92
2023
Q1 		$245K Sell
7,171
-4,371
-38% -$191K 0.18% 75
2022
Q4 		$497K Sell
11,542
-711
-6% -$31.2K 0.35% 49
2022
Q3 		$533K Buy
12,253
+77
+0.6% +$3.71K 0.4% 44
2022
Q2 		$578K Buy
12,176
+667
+6% +$32.9K 0.5% 36
2022
Q1 		$653K Buy
11,509
+5,008
+77% +$309K 0.5% 33
2021
Q4 		$426K Buy
6,501
+409
+7% +$25K 0.32% 54
2021
Q3 		$357K Buy
6,092
+45
+0.7% +$2.52K 0.31% 56
2021
Q2 		$336K Buy
+6,047
New +$355K 0.3% 55

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

FWG Holdings's TFC Position: Q2 2026 in Review

FWG Holdings increased its Truist Financial (TFC) stake by 2% in Q2 2026, buying an estimated $5.36K and bringing the position to 5,569 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #115.

FWG Holdings first reported a position in TFC in Q2 2021 and has held it in 20 quarters since. The position peaked at $653K in Q1 2022. 1,705 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • FWG Holdings held 5,569 shares of Truist Financial worth $288K as of Q2 2026.
  • FWG Holdings bought 109 Truist Financial shares in Q2 2026, an estimated $5.36K.
  • Truist Financial made up 0.1% of FWG Holdings's portfolio in Q2 2026, its #115 holding.
  • FWG Holdings first reported a position in Truist Financial in Q2 2021 and has held it in 20 quarters since.
  • FWG Holdings's Truist Financial position peaked at $653K in Q1 2022.
  • 1,705 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on FWG Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.