International Private Wealth Advisors’s Truist Financial TFC Stock Holding History

International Private 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	$326K	Sell	6,551 -2,208	-25%	-$109K	0.17%	121
2026 Q1	$403K	Buy	8,759 +822	+10%	+$40.6K	0.25%	94
2025 Q4	$391K	Sell	7,937 -247	-3%	-$11.4K	0.25%	87
2025 Q3	$374K	Sell	8,184 -1,354	-14%	-$61K	0.24%	96
2025 Q2	$410K	Sell	9,538 -258	-3%	-$10.1K	0.35%	78
2025 Q1	$403K	Buy	9,796 +1,035	+12%	+$46.1K	0.39%	69
2024 Q4	$380K	Buy	8,761 +154	+2%	+$6.87K	0.38%	70
2024 Q3	$368K	Sell	8,607 -443	-5%	-$18.7K	0.54%	53
2024 Q2	$352K	Buy	9,050 +578	+7%	+$21.8K	0.59%	50
2024 Q1	$330K	Buy	+8,472	New	+$310K	0.64%	57

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

International Private Wealth Advisors's TFC Position: Q2 2026 in Review

International Private Wealth Advisors reduced its Truist Financial (TFC) stake by 25% in Q2 2026, selling an estimated $109K and leaving 6,551 shares worth $326K. The position accounts for 0.17% of the portfolio, ranked #121.

International Private Wealth Advisors first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $410K in Q2 2025. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

International Private Wealth Advisors held 6,551 shares of Truist Financial worth $326K as of Q2 2026.
International Private Wealth Advisors sold 2,208 Truist Financial shares in Q2 2026, an estimated $109K.
Truist Financial made up 0.17% of International Private Wealth Advisors's portfolio in Q2 2026, its #121 holding.
International Private Wealth Advisors first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
International Private Wealth Advisors's Truist Financial position peaked at $410K in Q2 2025.
1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.