Impact Partnership Wealth
TFC icon

Impact Partnership Wealth’s Truist Financial TFC Stock Holding History

Impact Partnership 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 		– Sell
-14,664
Closed -$731K – 535
2026
Q2 		$731K Buy
+14,664
New +$721K 0.07% 185
2024
Q3 		– Sell
-19,572
Closed -$760K – 284
2024
Q2 		$760K Buy
19,572
+2,175
+13% +$82.2K 0.2% 63
2024
Q1 		$678K Sell
17,397
-3,273
-16% -$120K 0.27% 46
2023
Q4 		$763K Buy
20,670
+5,013
+32% +$157K 0.28% 48
2023
Q3 		$448K Buy
15,657
+15,146
+2,964% +$466K 0.14% 80
2023
Q2 		$15.5K Buy
+511
New +$15.9K 0.01% 376

Other funds holding TFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Impact Partnership Wealth's TFC Position: Q3 2026 in Review

Impact Partnership Wealth sold out of Truist Financial (TFC) in Q3 2026, closing a stake of 14,664 shares — an estimated $731K sold.

Impact Partnership Wealth first reported a position in TFC in Q2 2023 and held it in 6 quarters. The position peaked at $763K in Q4 2023. 1,004 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Impact Partnership Wealth reported no remaining Truist Financial position as of Q3 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 14,664 Truist Financial shares in Q3 2026, an estimated $731K.
  • Impact Partnership Wealth first reported a position in Truist Financial in Q2 2023 and held it in 6 quarters.
  • Impact Partnership Wealth's Truist Financial position peaked at $763K in Q4 2023.
  • 1,004 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.