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Manske Wealth Management’s Truist Financial TFC Stock Holding History

Manske Wealth 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 		$309K Sell
6,208
-32
-0.5% -$1.57K 0.08% 181
2026
Q1 		$287K Sell
6,240
-396
-6% -$19.6K 0.08% 175
2025
Q4 		$327K Sell
6,636
-489
-7% -$22.5K 0.1% 151
2025
Q3 		$326K Sell
7,125
-200
-3% -$9.02K 0.1% 149
2025
Q2 		$315K Sell
7,325
-684
-9% -$26.8K 0.1% 142
2025
Q1 		$330K Sell
8,009
-1,590
-17% -$70.8K 0.12% 128
2024
Q4 		$416K Buy
+9,599
New +$428K 0.17% 107

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
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

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

Manske Wealth Management reduced its Truist Financial (TFC) stake by 0.51% in Q2 2026, selling an estimated $1.57K and leaving 6,208 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #181.

Manske Wealth Management first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $416K in Q4 2024. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Manske Wealth Management held 6,208 shares of Truist Financial worth $309K as of Q2 2026.
  • Manske Wealth Management sold 32 Truist Financial shares in Q2 2026, an estimated $1.57K.
  • Truist Financial made up 0.08% of Manske Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Manske Wealth Management first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • Manske Wealth Management's Truist Financial position peaked at $416K in Q4 2024.
  • 1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.