IMG Wealth Management
TFC icon

IMG Wealth Management’s Truist Financial TFC Stock Holding History

IMG Wealth Management’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 		$278 Hold
6
– – ﹤0.01% 561
2026
Q2 		$299 Buy
+6
New +$295 ﹤0.01% 529
2026
Q1 		– Sell
-141
Closed -$6.94K – 608
2025
Q4 		$6.94K Buy
141
+21
+18% +$967 ﹤0.01% 378
2025
Q3 		$5.49K Hold
120
– – ﹤0.01% 341
2025
Q2 		$5.16K Buy
+120
New +$4.7K ﹤0.01% 342

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

IMG Wealth Management's TFC Position: Q3 2026 in Review

IMG Wealth Management held its Truist Financial (TFC) position steady in Q3 2026 at 6 shares worth $278. The position accounts for ﹤0.01% of the portfolio, ranked #561.

IMG Wealth Management first reported a position in TFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.94K in Q4 2025. 635 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • IMG Wealth Management held 6 shares of Truist Financial worth $278 as of Q3 2026.
  • IMG Wealth Management left its Truist Financial share count unchanged in Q3 2026.
  • Truist Financial made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #561 holding.
  • IMG Wealth Management first reported a position in Truist Financial in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Truist Financial position peaked at $6.94K in Q4 2025.
  • 635 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.