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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
2025
Q1 		– Sell
-20,000
Closed -$868K – 1282
2024
Q4 		$868K Buy
+20,000
New +$893K 0.01% 441

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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. 721 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.
  • 721 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.