Inspirion Wealth Advisors’s Truist Financial TFC Stock Holding History

Inspirion Wealth Advisors’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	$865K	Hold	16,990	–	–	0.1%	82
2026 Q1	$781K	Hold	16,990	–	–	0.1%	84
2025 Q4	$836K	Buy	16,990 +1,290	+8%	+$59.4K	0.1%	78
2025 Q3	$671K	Sell	15,700 -1,220	-7%	-$55K	0.09%	83
2025 Q2	$727K	Buy	16,920 +1,220	+8%	+$47.7K	0.1%	74
2025 Q1	$646K	Hold	15,700	–	–	0.09%	81
2024 Q4	$690K	Hold	15,700	–	–	0.1%	80
2024 Q3	$671K	Buy	15,700 +200	+1%	+$8.45K	0.09%	83
2024 Q2	$602K	Hold	15,500	–	–	0.09%	82
2024 Q1	$604K	Hold	15,500	–	–	0.1%	81
2023 Q4	$581K	Hold	15,500	–	–	0.1%	80
2023 Q3	$443K	Buy	+15,500	New	+$477K	0.09%	89

Other funds holding TFC

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Inspirion Wealth Advisors's TFC Position: Q2 2026 in Review

Inspirion Wealth Advisors held its Truist Financial (TFC) position steady in Q2 2026 at 16,990 shares worth $865K. The position accounts for 0.1% of the portfolio, ranked #82.

Inspirion Wealth Advisors first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Inspirion Wealth Advisors held 16,990 shares of Truist Financial worth $865K as of Q2 2026.
Inspirion Wealth Advisors left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.1% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Inspirion Wealth Advisors first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.