NW
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NewEdge Wealth’s Truist Financial TFC Stock Holding History

NewEdge Wealth’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 		$1.45M Sell
29,153
-2,467
-8% -$121K 0.01% 554
2026
Q1 		$1.45M Sell
31,620
-4,255
-12% -$210K 0.02% 517
2025
Q4 		$1.77M Buy
35,875
+10,883
+44% +$501K 0.02% 485
2025
Q3 		$1.1M Buy
24,992
+11,103
+80% +$501K 0.02% 544
2025
Q2 		$595K Sell
13,889
-5,282
-28% -$207K 0.01% 660
2025
Q1 		$789K Sell
19,171
-2,692
-12% -$120K 0.01% 530
2024
Q4 		$948K Buy
21,863
+2,893
+15% +$129K 0.02% 497
2024
Q3 		$811K Buy
18,970
+11,435
+152% +$483K 0.01% 514
2024
Q2 		$293K Buy
7,535
+1,130
+18% +$42.7K 0.01% 647
2024
Q1 		$246K Buy
+6,405
New +$234K 0.01% 710
2023
Q3 		– Sell
-33,645
Closed -$1.02M – 674
2023
Q2 		$1.02M Sell
33,645
-9,428
-22% -$293K 0.03% 350
2023
Q1 		$1.47M Sell
43,073
-3,039
-7% -$133K 0.06% 270
2022
Q4 		$1.98M Buy
46,112
+1,549
+3% +$67.9K 0.09% 212
2022
Q3 		$1.94M Sell
44,563
-14,438
-24% -$695K 0.09% 193
2022
Q2 		$2.8M Buy
59,001
+50,893
+628% +$2.51M 0.13% 148
2022
Q1 		$460K Buy
8,108
+3,918
+94% +$242K 0.02% 313
2021
Q4 		$245K Buy
+4,190
New +$256K 0.01% 366
2021
Q2 		– Sell
-62,756
Closed -$3.66M – 312
2021
Q1 		$3.66M Buy
62,756
+44,211
+238% +$2.42M 0.36% 76
2020
Q4 		$889K Buy
+18,545
New +$840K 0.27% 91

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

NewEdge Wealth's TFC Position: Q2 2026 in Review

NewEdge Wealth reduced its Truist Financial (TFC) stake by 7.8% in Q2 2026, selling an estimated $121K and leaving 29,153 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #554.

NewEdge Wealth first reported a position in TFC in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.66M in Q1 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • NewEdge Wealth held 29,153 shares of Truist Financial worth $1.45M as of Q2 2026.
  • NewEdge Wealth sold 2,467 Truist Financial shares in Q2 2026, an estimated $121K.
  • Truist Financial made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #554 holding.
  • NewEdge Wealth first reported a position in Truist Financial in Q4 2020 and has held it in 19 quarters since.
  • NewEdge Wealth's Truist Financial position peaked at $3.66M in Q1 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.