IP
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Ignite Planners’s Truist Financial TFC Stock Holding History

Ignite Planners’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 		$981K Buy
19,671
+458
+2% +$22.5K 0.13% 162
2026
Q1 		$882K Buy
19,213
+356
+2% +$17.6K 0.14% 164
2025
Q4 		$970K Sell
18,857
-394
-2% -$18.1K 0.15% 149
2025
Q3 		$880K Buy
19,251
+24
+0.1% +$1.08K 0.14% 152
2025
Q2 		$851K Buy
19,227
+464
+2% +$18.2K 0.15% 148
2025
Q1 		$724K Buy
18,763
+1,264
+7% +$56.3K 0.14% 154
2024
Q4 		$772K Buy
17,499
+246
+1% +$11K 0.17% 124
2024
Q3 		$738K Sell
17,253
-533
-3% -$22.5K 0.17% 122
2024
Q2 		$680K Sell
17,786
-797
-4% -$30.1K 0.17% 128
2024
Q1 		$713K Sell
18,583
-3,868
-17% -$141K 0.2% 116
2023
Q4 		$842K Buy
+22,451
New +$705K 0.25% 102

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ignite Planners's TFC Position: Q2 2026 in Review

Ignite Planners increased its Truist Financial (TFC) stake by 2.4% in Q2 2026, buying an estimated $22.5K and bringing the position to 19,671 shares worth $981K. The position accounts for 0.13% of the portfolio, ranked #162.

Ignite Planners first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Ignite Planners held 19,671 shares of Truist Financial worth $981K as of Q2 2026.
  • Ignite Planners bought 458 Truist Financial shares in Q2 2026, an estimated $22.5K.
  • Truist Financial made up 0.13% of Ignite Planners's portfolio in Q2 2026, its #162 holding.
  • Ignite Planners first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.