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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
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

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

Impact Partnership Wealth's TFC Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Truist Financial (TFC) in Q2 2026: 14,664 shares worth $731K. The stake represents 0.07% of the portfolio and ranks #185 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in TFC as recently as Q2 2024.

Impact Partnership Wealth first reported a position in TFC in Q2 2023 and has held it in 6 quarters since. The position peaked at $763K in Q4 2023. 1,705 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Impact Partnership Wealth held 14,664 shares of Truist Financial worth $731K as of Q2 2026.
  • Truist Financial was a new Impact Partnership Wealth position in Q2 2026.
  • Truist Financial made up 0.07% of Impact Partnership Wealth's portfolio in Q2 2026, its #185 holding.
  • Impact Partnership Wealth first reported a position in Truist Financial in Q2 2023 and has held it in 6 quarters since.
  • Impact Partnership Wealth's Truist Financial position peaked at $763K in Q4 2023.
  • 1,705 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.