HWM
TFC icon

HB Wealth Management’s Truist Financial TFC Stock Holding History

HB 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 		$6.79M Buy
136,250
+4,357
+3% +$214K 0.04% 226
2026
Q1 		$6.06M Buy
131,893
+1,034
+0.8% +$51.1K 0.04% 227
2025
Q4 		$6.44M Sell
130,859
-23,288
-15% -$1.07M 0.04% 221
2025
Q3 		$7.05M Buy
154,147
+35,382
+30% +$1.6M 0.05% 204
2025
Q2 		$5.11M Sell
118,765
-18,217
-13% -$713K 0.04% 226
2025
Q1 		$5.64M Buy
136,982
+17,514
+15% +$780K 0.05% 209
2024
Q4 		$5.18M Buy
119,468
+14,934
+14% +$666K 0.05% 161
2024
Q3 		$4.47M Buy
104,534
+8,298
+9% +$350K 0.05% 169
2024
Q2 		$3.74M Buy
96,236
+1,946
+2% +$73.5K 0.04% 180
2024
Q1 		$3.68M Sell
94,290
-1,495
-2% -$54.7K 0.05% 174
2023
Q4 		$3.54M Buy
95,785
+15,240
+19% +$478K 0.05% 163
2023
Q3 		$2.3M Sell
80,545
-660
-0.8% -$20.3K 0.04% 191
2023
Q2 		$2.46M Sell
81,205
-4,821
-6% -$150K 0.04% 180
2023
Q1 		$2.93M Buy
86,026
+15,078
+21% +$658K 0.05% 160
2022
Q4 		$3.05M Sell
70,948
-2,017
-3% -$88.5K 0.06% 153
2022
Q3 		$3.18M Sell
72,965
-1,542
-2% -$74.2K 0.07% 137
2022
Q2 		$3.53M Buy
74,507
+20,956
+39% +$1.03M 0.07% 130
2022
Q1 		$3.04M Buy
53,551
+27,532
+106% +$1.7M 0.06% 141
2021
Q4 		$1.52M Buy
+26,019
New +$1.59M 0.03% 184

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

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

HB Wealth Management increased its Truist Financial (TFC) stake by 3.3% in Q2 2026, buying an estimated $214K and bringing the position to 136,250 shares worth $6.79M. The position accounts for 0.04% of the portfolio, ranked #226.

HB Wealth Management first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.05M in Q3 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • HB Wealth Management held 136,250 shares of Truist Financial worth $6.79M as of Q2 2026.
  • HB Wealth Management bought 4,357 Truist Financial shares in Q2 2026, an estimated $214K.
  • Truist Financial made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #226 holding.
  • HB Wealth Management first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Truist Financial position peaked at $7.05M in Q3 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.