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Legacy Wealth Asset Management’s Truist Financial TFC Stock Holding History

Legacy Wealth Asset Management’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 		$805K Sell
16,157
-614
-4% -$30.2K 0.18% 166
2026
Q1 		$771K Buy
16,771
+141
+0.8% +$6.97K 0.19% 176
2025
Q4 		$818K Sell
16,630
-88
-0.5% -$4.05K 0.2% 151
2025
Q3 		$764K Buy
16,718
+261
+2% +$11.8K 0.19% 163
2025
Q2 		$707K Buy
16,457
+141
+0.9% +$5.52K 0.18% 164
2025
Q1 		$671K Sell
16,316
-436
-3% -$19.4K 0.19% 171
2024
Q4 		$727K Sell
16,752
-573
-3% -$25.6K 0.2% 150
2024
Q3 		$741K Sell
17,325
-39
-0.2% -$1.65K 0.2% 146
2024
Q2 		$675K Sell
17,364
-7,022
-29% -$265K 0.19% 157
2024
Q1 		$951K Buy
24,386
+180
+0.7% +$6.58K 0.26% 105
2023
Q4 		$894K Sell
24,206
-1,749
-7% -$54.9K 0.29% 101
2023
Q3 		$743K Sell
25,955
-98
-0.4% -$3.01K 0.27% 112
2023
Q2 		$791K Buy
26,053
+15,438
+145% +$479K 0.28% 101
2023
Q1 		$362K Buy
10,615
+119
+1% +$5.2K 0.13% 272
2022
Q4 		$452K Buy
10,496
+265
+3% +$11.6K 0.17% 208
2022
Q3 		$445K Buy
+10,231
New +$492K 0.19% 181

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 Wealth Asset Management's TFC Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Truist Financial (TFC) stake by 3.7% in Q2 2026, selling an estimated $30.2K and leaving 16,157 shares worth $805K. The position accounts for 0.18% of the portfolio, ranked #166.

Legacy Wealth Asset Management first reported a position in TFC in Q3 2022 and has held it in 16 quarters since. The position peaked at $951K in Q1 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Legacy Wealth Asset Management held 16,157 shares of Truist Financial worth $805K as of Q2 2026.
  • Legacy Wealth Asset Management sold 614 Truist Financial shares in Q2 2026, an estimated $30.2K.
  • Truist Financial made up 0.18% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #166 holding.
  • Legacy Wealth Asset Management first reported a position in Truist Financial in Q3 2022 and has held it in 16 quarters since.
  • Legacy Wealth Asset Management's Truist Financial position peaked at $951K in Q1 2024.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.