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Legacy Capital Wealth Partners’s Truist Financial TFC Stock Holding History

Legacy Capital Wealth Partners’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 		$450K Sell
9,031
-8,345
-48% -$411K 0.09% 210
2026
Q1 		$799K Sell
17,376
-191
-1% -$9.44K 0.16% 127
2025
Q4 		$864K Sell
17,567
-115
-0.7% -$5.3K 0.19% 115
2025
Q3 		$808K Sell
17,682
-204
-1% -$9.2K 0.18% 121
2025
Q2 		$769K Sell
17,886
-608
-3% -$23.8K 0.18% 118
2025
Q1 		$761K Sell
18,494
-1,509
-8% -$67.2K 0.19% 111
2024
Q4 		$868K Sell
20,003
-21,981
-52% -$981K 0.21% 94
2024
Q3 		$1.8M Buy
41,984
+20,318
+94% +$858K 0.36% 50
2024
Q2 		$842K Buy
+21,666
New +$818K 0.21% 90
2024
Q1 		– Sell
-22,305
Closed -$824K – 319
2023
Q4 		$824K Buy
22,305
+199
+0.9% +$6.25K 0.23% 94
2023
Q3 		$632K Buy
+22,106
New +$680K 0.17% 121
2023
Q2 		– Sell
-16,043
Closed -$547K – 217
2023
Q1 		$547K Buy
+16,043
New +$700K 0.15% 129
2021
Q2 		– Sell
-8,636
Closed -$504K – 72
2021
Q1 		$504K Buy
8,636
+563
+7% +$30.9K 0.21% 46
2020
Q4 		$387K Buy
+8,073
New +$365K 0.17% 54

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Legacy Capital Wealth Partners's TFC Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Truist Financial (TFC) stake by 48% in Q2 2026, selling an estimated $411K and leaving 9,031 shares worth $450K. The position accounts for 0.09% of the portfolio, ranked #210.

Legacy Capital Wealth Partners first reported a position in TFC in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.8M in Q3 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Legacy Capital Wealth Partners held 9,031 shares of Truist Financial worth $450K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 8,345 Truist Financial shares in Q2 2026, an estimated $411K.
  • Truist Financial made up 0.09% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #210 holding.
  • Legacy Capital Wealth Partners first reported a position in Truist Financial in Q4 2020 and has held it in 14 quarters since.
  • Legacy Capital Wealth Partners's Truist Financial position peaked at $1.8M in Q3 2024.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.