HWP
TFC icon

Highline Wealth Partners’s Truist Financial TFC Stock Holding History

Highline Wealth Partners’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 		$26K Buy
522
+111
+27% +$5.46K 0.01% 347
2026
Q1 		$18.9K Buy
411
+118
+40% +$5.83K ﹤0.01% 307
2025
Q4 		$14.4K Buy
293
+26
+10% +$1.2K ﹤0.01% 317
2025
Q3 		$12.2K Hold
267
– – ﹤0.01% 378
2025
Q2 		$11.5K Buy
267
+76
+40% +$2.97K ﹤0.01% 309
2025
Q1 		$7.86K Sell
191
-35
-15% -$1.56K ﹤0.01% 343
2024
Q4 		$9.8K Buy
226
+73
+48% +$3.26K ﹤0.01% 252
2024
Q3 		$6.54K Buy
153
+15
+11% +$633 ﹤0.01% 309
2024
Q2 		$5.36K Buy
+138
New +$5.21K ﹤0.01% 280

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Highline Wealth Partners's TFC Position: Q2 2026 in Review

Highline Wealth Partners increased its Truist Financial (TFC) stake by 27% in Q2 2026, buying an estimated $5.46K and bringing the position to 522 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #347.

Highline Wealth Partners first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. 354 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Highline Wealth Partners held 522 shares of Truist Financial worth $26K as of Q2 2026.
  • Highline Wealth Partners bought 111 Truist Financial shares in Q2 2026, an estimated $5.46K.
  • Truist Financial made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #347 holding.
  • Highline Wealth Partners first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
  • 354 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.