Golden State Equity Partners’s Truist Financial TFC Stock Holding History

Golden State Equity 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	-5,125	Closed	-$236K	–	1605
2026 Q1	$236K	Buy	5,125 +818	+19%	+$40.4K	0.02%	614
2025 Q4	$212K	Buy	+4,307	New	+$198K	0.03%	469
2025 Q1	–	Sell	-6,124	Closed	-$266K	–	474
2024 Q4	$266K	Sell	6,124 -2,715	-31%	-$121K	0.05%	357
2024 Q3	$378K	Sell	8,839 -2,652	-23%	-$112K	0.06%	302
2024 Q2	$446K	Buy	+11,491	New	+$434K	0.09%	243
2023 Q4	$419K	Buy	11,343 +590	+5%	+$18.5K	0.1%	214
2023 Q3	$308K	Buy	10,753 +1,926	+22%	+$59.2K	0.09%	251
2023 Q2	$268K	Buy	+8,827	New	+$274K	0.08%	303

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Golden State Equity Partners's TFC Position: Q2 2026 in Review

Golden State Equity Partners sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 5,125 shares — an estimated $236K sold.

Golden State Equity Partners first reported a position in TFC in Q2 2023 and held it in 8 quarters. The position peaked at $446K in Q2 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Golden State Equity Partners reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 5,125 Truist Financial shares in Q2 2026, an estimated $236K.
Golden State Equity Partners first reported a position in Truist Financial in Q2 2023 and held it in 8 quarters.
Golden State Equity Partners's Truist Financial position peaked at $446K in Q2 2024.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.