Holos Integrated Wealth’s Truist Financial TFC Stock Holding History

Holos Integrated 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 Q3	$16.4K	Buy	+355	New	+$18K	0.01%	234

Other funds holding TFC

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Holos Integrated Wealth's TFC Position: Q3 2026 in Review

Holos Integrated Wealth opened a new position in Truist Financial (TFC) in Q3 2026: 355 shares worth $16.4K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings.

448 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Holos Integrated Wealth held 355 shares of Truist Financial worth $16.4K as of Q3 2026.
Truist Financial was a new Holos Integrated Wealth position in Q3 2026.
Truist Financial made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #234 holding.
448 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.