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Golden State Wealth Management’s Truist Financial TFC Stock Holding History

Golden State 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 		$96.6K Sell
1,938
-35
-2% -$1.72K 0.01% 581
2026
Q1 		$90.7K Buy
1,973
+17
+0.9% +$840 0.01% 545
2025
Q4 		$96.3K Sell
1,956
-121
-6% -$5.57K 0.01% 529
2025
Q3 		$95K Sell
2,077
-40
-2% -$1.8K 0.01% 516
2025
Q2 		$91K Sell
2,117
-51
-2% -$2K 0.01% 507
2025
Q1 		$89.2K Buy
2,168
+1
+0% +$45 0.01% 478
2024
Q4 		$94K Buy
+2,167
New +$96.7K 0.01% 442
2020
Q2 		– Sell
-320
Closed -$11.5K – 830
2020
Q1 		$10K Buy
+320
New +$15.1K ﹤0.01% 629
2019
Q2 		– Sell
-83
Closed -$4K – 1154
2019
Q1 		$4K Buy
+83
New +$4.05K ﹤0.01% 957

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

Golden State Wealth Management's TFC Position: Q2 2026 in Review

Golden State Wealth Management reduced its Truist Financial (TFC) stake by 1.8% in Q2 2026, selling an estimated $1.72K and leaving 1,938 shares worth $96.6K. The position accounts for 0.01% of the portfolio, ranked #581.

Golden State Wealth Management first reported a position in TFC in Q1 2019 and has held it in 9 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Golden State Wealth Management held 1,938 shares of Truist Financial worth $96.6K as of Q2 2026.
  • Golden State Wealth Management sold 35 Truist Financial shares in Q2 2026, an estimated $1.72K.
  • Truist Financial made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #581 holding.
  • Golden State Wealth Management first reported a position in Truist Financial in Q1 2019 and has held it in 9 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.