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Legacy Wealth Management (Idaho)’s Truist Financial TFC Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-422
Closed -$19.4K – 881
2026
Q1 		$19.4K Buy
422
+258
+157% +$12.7K 0.01% 388
2025
Q4 		$8.07K Buy
164
+105
+178% +$4.84K ﹤0.01% 459
2025
Q3 		$2.7K Hold
59
– – ﹤0.01% 508
2025
Q2 		$2.54K Hold
59
– – ﹤0.01% 476
2025
Q1 		$2.43K Hold
59
– – ﹤0.01% 512
2024
Q4 		$2.81K Hold
59
– – ﹤0.01% 460
2024
Q3 		$2.75K Buy
+59
New +$2.49K ﹤0.01% 454

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 Management (Idaho)'s TFC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 422 shares — an estimated $19.4K sold.

Legacy Wealth Management (Idaho) first reported a position in TFC in Q3 2024 and held it in 7 quarters. The position peaked at $19.4K in Q1 2026. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 422 Truist Financial shares in Q2 2026, an estimated $19.4K.
  • Legacy Wealth Management (Idaho) first reported a position in Truist Financial in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Truist Financial position peaked at $19.4K in Q1 2026.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.