IWA
TFC icon

Icon Wealth Advisors’s Truist Financial TFC Stock Holding History

Icon Wealth Advisors’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 		$698K Buy
14,018
+509
+4% +$25K 0.04% 239
2026
Q1 		$684K Buy
13,509
+17
+0.1% +$840 0.04% 221
2025
Q4 		$664K Sell
13,492
-1,022
-7% -$47.1K 0.04% 225
2025
Q3 		$664K Buy
14,514
+219
+2% +$9.87K 0.05% 229
2025
Q2 		$615K Buy
14,295
+1
+0% +$39 0.04% 230
2025
Q1 		$588K Sell
14,294
-122
-0.8% -$5.43K 0.05% 197
2024
Q4 		$625K Sell
14,416
-2,323
-14% -$104K 0.05% 187
2024
Q3 		$716K Buy
16,739
+43
+0.3% +$1.82K 0.06% 173
2024
Q2 		$746K Sell
16,696
-165
-1% -$6.23K 0.07% 163
2024
Q1 		$657K Sell
16,861
-11,479
-41% -$420K 0.06% 177
2023
Q4 		$1.05M Buy
+28,340
New +$890K 0.11% 125
2022
Q4 		$6.08M Buy
141,381
+601
+0.4% +$26.4K 0.7% 32
2022
Q3 		$6.13M Buy
+140,780
New +$6.77M 0.74% 24

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

Icon Wealth Advisors's TFC Position: Q2 2026 in Review

Icon Wealth Advisors increased its Truist Financial (TFC) stake by 3.8% in Q2 2026, buying an estimated $25K and bringing the position to 14,018 shares worth $698K. The position accounts for 0.04% of the portfolio, ranked #239.

Icon Wealth Advisors first reported a position in TFC in Q3 2022 and has held it in 13 quarters since. The position peaked at $6.13M in Q3 2022. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Icon Wealth Advisors held 14,018 shares of Truist Financial worth $698K as of Q2 2026.
  • Icon Wealth Advisors bought 509 Truist Financial shares in Q2 2026, an estimated $25K.
  • Truist Financial made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #239 holding.
  • Icon Wealth Advisors first reported a position in Truist Financial in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Truist Financial position peaked at $6.13M in Q3 2022.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.