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Innovative Asset Advisors Group’s Truist Financial TFC Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-1,157
Closed -$53.2K – 946
2026
Q1 		$53.2K Buy
+1,157
New +$57.2K 0.03% 296

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Innovative Asset Advisors Group's TFC Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 1,157 shares — an estimated $53.2K sold.

Innovative Asset Advisors Group first reported a position in TFC in Q1 2026 and held it in 1 quarter. The position peaked at $53.2K in Q1 2026. 1,623 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 1,157 Truist Financial shares in Q2 2026, an estimated $53.2K.
  • Innovative Asset Advisors Group first reported a position in Truist Financial in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Truist Financial position peaked at $53.2K in Q1 2026.
  • 1,623 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.