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Navigoe Wealth Management’s Truist Financial TFC Stock Holding History

Navigoe 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 		$30K Buy
621
+21
+4% +$1.03K 0.02% 110
2026
Q1 		$27K Hold
600
– – 0.02% 93
2025
Q4 		$29K Hold
600
– – 0.02% 98
2025
Q3 		$27K Hold
600
– – 0.02% 97
2025
Q2 		$25K Hold
600
– – 0.02% 89
2025
Q1 		$24K Hold
600
– – 0.02% 89
2024
Q4 		$26K Buy
+600
New +$26.8K 0.03% 86

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

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

Navigoe Wealth Management increased its Truist Financial (TFC) stake by 3.5% in Q2 2026, buying an estimated $1.03K and bringing the position to 621 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #110.

Navigoe Wealth Management first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Navigoe Wealth Management held 621 shares of Truist Financial worth $30K as of Q2 2026.
  • Navigoe Wealth Management bought 21 Truist Financial shares in Q2 2026, an estimated $1.03K.
  • Truist Financial made up 0.02% of Navigoe Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Navigoe Wealth Management first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.