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Gateway Wealth Partners’s Truist Financial TFC Stock Holding History

Gateway 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 		– Sell
-8,773
Closed -$403K – 940
2026
Q1 		$403K Buy
+8,773
New +$434K 0.02% 646

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Vanguard Capital Management
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State Street
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Vanguard Portfolio Management
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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

Gateway Wealth Partners's TFC Position: Q2 2026 in Review

Gateway Wealth Partners sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 8,773 shares — an estimated $403K sold.

Gateway Wealth Partners first reported a position in TFC in Q1 2026 and held it in 1 quarter. The position peaked at $403K in Q1 2026. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Gateway Wealth Partners reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 8,773 Truist Financial shares in Q2 2026, an estimated $403K.
  • Gateway Wealth Partners first reported a position in Truist Financial in Q1 2026 and held it in 1 quarter.
  • Gateway Wealth Partners's Truist Financial position peaked at $403K in Q1 2026.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.