HW
TFC icon

Hedeker Wealth’s Truist Financial TFC Stock Holding History

Hedeker Wealth’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 		$5.19M Buy
104,172
+1,518
+1% +$74.7K 0.99% 32
2026
Q1 		$4.72M Sell
102,654
-2,690
-3% -$133K 1% 34
2025
Q4 		$5.18M Sell
105,344
-954
-0.9% -$43.9K 1.09% 35
2025
Q3 		$4.86M Buy
106,298
+2,541
+2% +$115K 1.01% 33
2025
Q2 		$4.46M Buy
103,757
+2,908
+3% +$114K 1.04% 32
2025
Q1 		$4.15M Buy
100,849
+3,372
+3% +$150K 1.12% 33
2024
Q4 		$4.23M Buy
97,477
+636
+0.7% +$28.4K 1.05% 35
2024
Q3 		$4.14M Buy
96,841
+8,019
+9% +$339K 1.1% 37
2024
Q2 		$3.45M Sell
88,822
-14,542
-14% -$549K 1% 39
2024
Q1 		$4.03M Buy
103,364
+18,934
+22% +$693K 1.16% 34
2023
Q4 		$3.12M Sell
84,430
-19,651
-19% -$617K 0.98% 39
2023
Q3 		$2.98M Buy
104,081
+3,928
+4% +$121K 1.03% 37
2023
Q2 		$3.04M Sell
100,153
-3,422
-3% -$106K 1.01% 41
2023
Q1 		$3.53M Buy
103,575
+30,585
+42% +$1.34M 1.26% 33
2022
Q4 		$3.14M Buy
72,990
+1,466
+2% +$64.3K 1.17% 35
2022
Q3 		$3.11M Buy
71,524
+27,866
+64% +$1.34M 1.21% 38
2022
Q2 		$2.14M Sell
43,658
-30,540
-41% -$1.51M 0.74% 45
2022
Q1 		$4.21M Buy
74,198
+18,792
+34% +$1.16M 1.27% 37
2021
Q4 		$3.24M Sell
55,406
-635
-1% -$38.8K 0.94% 42
2021
Q3 		$3.29M Buy
56,041
+20,885
+59% +$1.17M 1.02% 39
2021
Q2 		$1.95M Buy
+35,156
New +$2.07M 0.61% 58

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

Hedeker Wealth's TFC Position: Q2 2026 in Review

Hedeker Wealth increased its Truist Financial (TFC) stake by 1.5% in Q2 2026, buying an estimated $74.7K and bringing the position to 104,172 shares worth $5.19M. The position accounts for 0.99% of the portfolio, ranked #32.

Hedeker Wealth first reported a position in TFC in Q2 2021 and has held it in 21 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Hedeker Wealth held 104,172 shares of Truist Financial worth $5.19M as of Q2 2026.
  • Hedeker Wealth bought 1,518 Truist Financial shares in Q2 2026, an estimated $74.7K.
  • Truist Financial made up 0.99% of Hedeker Wealth's portfolio in Q2 2026, its #32 holding.
  • Hedeker Wealth first reported a position in Truist Financial in Q2 2021 and has held it in 21 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Hedeker Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.