MWM
TFC icon

Modern Wealth Management’s Truist Financial TFC Stock Holding History

Modern 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 		$827K Buy
16,605
+838
+5% +$41.2K 0.01% 569
2026
Q1 		$736K Buy
15,767
+9,912
+169% +$490K 0.01% 488
2025
Q4 		$288K Buy
5,855
+687
+13% +$31.6K 0.01% 693
2025
Q3 		$236K Buy
+5,168
New +$233K ﹤0.01% 720

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

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

Modern Wealth Management increased its Truist Financial (TFC) stake by 5.3% in Q2 2026, buying an estimated $41.2K and bringing the position to 16,605 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #569.

Modern Wealth Management first reported a position in TFC in Q3 2025 and has held it in 4 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Modern Wealth Management held 16,605 shares of Truist Financial worth $827K as of Q2 2026.
  • Modern Wealth Management bought 838 Truist Financial shares in Q2 2026, an estimated $41.2K.
  • Truist Financial made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #569 holding.
  • Modern Wealth Management first reported a position in Truist Financial in Q3 2025 and has held it in 4 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.