Holistic Planning’s Truist Financial TFC Stock Holding History

Holistic Planning’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	$217K	Buy	+4,352	New	+$214K	0.03%	317

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Holistic Planning's TFC Position: Q2 2026 in Review

Holistic Planning opened a new position in Truist Financial (TFC) in Q2 2026: 4,352 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #317 among its holdings.

1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Holistic Planning held 4,352 shares of Truist Financial worth $217K as of Q2 2026.
Truist Financial was a new Holistic Planning position in Q2 2026.
Truist Financial made up 0.03% of Holistic Planning's portfolio in Q2 2026, its #317 holding.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.