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Kestra Private Wealth Services’s Truist Financial TFC Stock Holding History

Kestra Private Wealth Services’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 		$5.03M Buy
100,905
+3,996
+4% +$197K 0.06% 337
2026
Q1 		$4.45M Buy
96,909
+3,840
+4% +$190K 0.05% 350
2025
Q4 		$4.58M Sell
93,069
-4,870
-5% -$224K 0.06% 333
2025
Q3 		$4.48M Buy
97,939
+5,698
+6% +$257K 0.06% 324
2025
Q2 		$3.97M Buy
92,241
+6,364
+7% +$249K 0.06% 317
2025
Q1 		$3.53M Buy
85,877
+4,553
+6% +$203K 0.06% 325
2024
Q4 		$3.53M Buy
81,324
+4,725
+6% +$211K 0.06% 305
2024
Q3 		$3.28M Buy
76,599
+2,840
+4% +$120K 0.06% 308
2024
Q2 		$2.87M Buy
73,759
+4,392
+6% +$166K 0.06% 309
2024
Q1 		$2.7M Sell
69,367
-4,942
-7% -$181K 0.06% 306
2023
Q4 		$2.74M Sell
74,309
-6,184
-8% -$194K 0.07% 287
2023
Q3 		$2.3M Buy
80,493
+1,461
+2% +$44.9K 0.07% 279
2023
Q2 		$2.4M Buy
79,032
+265
+0.3% +$8.23K 0.08% 260
2023
Q1 		$2.69M Buy
78,767
+19,009
+32% +$830K 0.11% 207
2022
Q4 		$2.57M Buy
59,758
+21,137
+55% +$927K 0.13% 181
2022
Q3 		$1.68M Buy
38,621
+447
+1% +$21.5K 0.1% 231
2022
Q2 		$1.81M Buy
38,174
+5,091
+15% +$251K 0.1% 236
2022
Q1 		$1.88M Sell
33,083
-2,217
-6% -$137K 0.09% 232
2021
Q4 		$2.07M Buy
35,300
+4,658
+15% +$285K 0.1% 217
2021
Q3 		$1.8M Buy
30,642
+6,092
+25% +$340K 0.1% 224
2021
Q2 		$1.36M Sell
24,550
-1,001
-4% -$58.8K 0.08% 266
2021
Q1 		$1.49M Buy
25,551
+167
+0.7% +$9.15K 0.1% 219
2020
Q4 		$1.2M Sell
25,384
-397
-2% -$18K 0.09% 233
2020
Q3 		$981K Buy
+25,781
New +$971K 0.09% 243

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Kestra Private Wealth Services's TFC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Truist Financial (TFC) stake by 4.1% in Q2 2026, buying an estimated $197K and bringing the position to 100,905 shares worth $5.03M. The position accounts for 0.06% of the portfolio, ranked #337.

Kestra Private Wealth Services first reported a position in TFC in Q3 2020 and has held it in 24 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Kestra Private Wealth Services held 100,905 shares of Truist Financial worth $5.03M as of Q2 2026.
  • Kestra Private Wealth Services bought 3,996 Truist Financial shares in Q2 2026, an estimated $197K.
  • Truist Financial made up 0.06% of Kestra Private Wealth Services's portfolio in Q2 2026, its #337 holding.
  • Kestra Private Wealth Services first reported a position in Truist Financial in Q3 2020 and has held it in 24 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.