High Note Wealth’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.7K Buy
435
+20
+5% +$984 ﹤0.01% 285
2026
Q1
$19.1K Buy
415
+6
+1% +$296 ﹤0.01% 285
2025
Q4
$20.1K Buy
409
+79
+24% +$3.64K ﹤0.01% 267
2025
Q3
$15.1K Buy
330
+6
+2% +$271 ﹤0.01% 277
2025
Q2
$13.9K Sell
324
-54
-14% -$2.11K ﹤0.01% 272
2025
Q1
$15.6K Buy
378
+5
+1% +$223 ﹤0.01% 251
2024
Q4
$16.2K Buy
+373
New +$16.6K ﹤0.01% 250

Other funds holding TFC

High Note Wealth's TFC Position: Q2 2026 in Review

High Note Wealth increased its Truist Financial (TFC) stake by 4.8% in Q2 2026, buying an estimated $984 and bringing the position to 435 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

High Note Wealth first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • High Note Wealth held 435 shares of Truist Financial worth $21.7K as of Q2 2026.
  • High Note Wealth bought 20 Truist Financial shares in Q2 2026, an estimated $984.
  • Truist Financial made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #285 holding.
  • High Note Wealth first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.