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GeoWealth Management’s Truist Financial TFC Stock Holding History

GeoWealth 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 		$795K Buy
15,955
+138
+0.9% +$6.79K 0.03% 381
2026
Q1 		$727K Buy
15,817
+4,499
+40% +$222K 0.03% 375
2025
Q4 		$557K Sell
11,318
-1,899
-14% -$87.5K 0.02% 411
2025
Q3 		$604K Buy
13,217
+7,338
+125% +$331K 0.02% 404
2025
Q2 		$253K Buy
5,879
+577
+11% +$22.6K 0.01% 592
2025
Q1 		$218K Sell
5,302
-777
-13% -$34.6K 0.01% 640
2024
Q4 		$264K Sell
6,079
-288
-5% -$12.9K 0.01% 663
2024
Q3 		$272K Sell
6,367
-1,663
-21% -$70.2K 0.01% 627
2024
Q2 		$312K Buy
8,030
+747
+10% +$28.2K 0.01% 569
2024
Q1 		$284K Sell
7,283
-1,091
-13% -$39.9K 0.01% 588
2023
Q4 		$310K Buy
8,374
+7,017
+517% +$220K 0.03% 406
2023
Q3 		$38K Buy
+1,357
New +$41.7K ﹤0.01% 408

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

GeoWealth Management's TFC Position: Q2 2026 in Review

GeoWealth Management increased its Truist Financial (TFC) stake by 0.87% in Q2 2026, buying an estimated $6.79K and bringing the position to 15,955 shares worth $795K. The position accounts for 0.03% of the portfolio, ranked #381.

GeoWealth Management first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. 1,705 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • GeoWealth Management held 15,955 shares of Truist Financial worth $795K as of Q2 2026.
  • GeoWealth Management bought 138 Truist Financial shares in Q2 2026, an estimated $6.79K.
  • Truist Financial made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #381 holding.
  • GeoWealth Management first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.