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LifeSteps Financial’s Truist Financial TFC Stock Holding History

LifeSteps Financial’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 		$4.24K Buy
+85
New +$4.18K ﹤0.01% 563
2024
Q2 		– Sell
-600
Closed -$23.4K – 364
2024
Q1 		$23.4K Buy
+600
New +$21.9K 0.02% 216

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

LifeSteps Financial's TFC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Truist Financial (TFC) in Q2 2026: 85 shares worth $4.24K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in TFC as recently as Q1 2024.

LifeSteps Financial first reported a position in TFC in Q1 2024 and has held it in 2 quarters since. The position peaked at $23.4K in Q1 2024. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • LifeSteps Financial held 85 shares of Truist Financial worth $4.24K as of Q2 2026.
  • Truist Financial was a new LifeSteps Financial position in Q2 2026.
  • Truist Financial made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #563 holding.
  • LifeSteps Financial first reported a position in Truist Financial in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Truist Financial position peaked at $23.4K in Q1 2024.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.