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Intergy Private Wealth’s Truist Financial TFC Stock Holding History

Intergy Private 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 		$222K Buy
+4,464
New +$220K 0.05% 130

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Intergy Private Wealth's TFC Position: Q2 2026 in Review

Intergy Private Wealth opened a new position in Truist Financial (TFC) in Q2 2026: 4,464 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #130 among its holdings.

354 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Intergy Private Wealth held 4,464 shares of Truist Financial worth $222K as of Q2 2026.
  • Truist Financial was a new Intergy Private Wealth position in Q2 2026.
  • Truist Financial made up 0.05% of Intergy Private Wealth's portfolio in Q2 2026, its #130 holding.
  • 354 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.