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Glass Wealth Management’s Truist Financial TFC Stock Holding History

Glass 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 		$3.99M Buy
80,017
+2,672
+3% +$131K 1.34% 26
2026
Q1 		$3.56M Buy
77,345
+1,040
+1% +$51.4K 1.38% 25
2025
Q4 		$3.75M Sell
76,305
-640
-0.8% -$29.5K 1.54% 24
2025
Q3 		$3.52M Buy
76,945
+942
+1% +$42.5K 1.57% 22
2025
Q2 		$3.27M Buy
76,003
+1,695
+2% +$66.3K 1.74% 19
2025
Q1 		$3.06M Buy
74,308
+6,330
+9% +$282K 1.83% 20
2024
Q4 		$2.95M Buy
67,978
+5,900
+10% +$263K 1.6% 20
2024
Q3 		$2.66M Buy
62,078
+22,208
+56% +$938K 1.47% 29
2024
Q2 		$1.55M Buy
39,870
+15,275
+62% +$577K 0.91% 38
2024
Q1 		$959K Buy
+24,595
New +$900K 0.58% 44

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

Glass Wealth Management's TFC Position: Q2 2026 in Review

Glass Wealth Management increased its Truist Financial (TFC) stake by 3.5% in Q2 2026, buying an estimated $131K and bringing the position to 80,017 shares worth $3.99M. The position accounts for 1.34% of the portfolio, ranked #26.

Glass Wealth Management first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Glass Wealth Management held 80,017 shares of Truist Financial worth $3.99M as of Q2 2026.
  • Glass Wealth Management bought 2,672 Truist Financial shares in Q2 2026, an estimated $131K.
  • Truist Financial made up 1.34% of Glass Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Glass Wealth Management first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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