Innovative Wealth Building’s Truist Financial TFC Stock Holding History

Innovative Wealth Building’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	$218K	Buy	+4,373	New	+$215K	0.13%	77

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Innovative Wealth Building's TFC Position: Q2 2026 in Review

Innovative Wealth Building opened a new position in Truist Financial (TFC) in Q2 2026: 4,373 shares worth $218K. The stake represents 0.13% of the portfolio and ranks #77 among its holdings.

1,070 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Innovative Wealth Building held 4,373 shares of Truist Financial worth $218K as of Q2 2026.
Truist Financial was a new Innovative Wealth Building position in Q2 2026.
Truist Financial made up 0.13% of Innovative Wealth Building's portfolio in Q2 2026, its #77 holding.
1,070 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.