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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
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

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

IMG Wealth Management's TFC Position: Q2 2026 in Review

IMG Wealth Management opened a new position in Truist Financial (TFC) in Q2 2026: 6 shares worth $299. The stake represents ﹤0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: IMG Wealth Management previously reported a position in TFC as recently as Q4 2025.

IMG Wealth Management first reported a position in TFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.94K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • IMG Wealth Management held 6 shares of Truist Financial worth $299 as of Q2 2026.
  • Truist Financial was a new IMG Wealth Management position in Q2 2026.
  • Truist Financial made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #529 holding.
  • IMG Wealth Management first reported a position in Truist Financial in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Truist Financial position peaked at $6.94K in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.