Oak Barrel Wealth Advisory’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Other funds holding TFC
Oak Barrel Wealth Advisory's TFC Position: Q2 2026 in Review
Oak Barrel Wealth Advisory opened a new position in Truist Financial (TFC) in Q2 2026: 8,354 shares worth $416K. The stake represents 0.18% of the portfolio and ranks #59 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in TFC as recently as Q4 2025.
Oak Barrel Wealth Advisory first reported a position in TFC in Q4 2025 and has held it in 2 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Oak Barrel Wealth Advisory held 8,354 shares of Truist Financial worth $416K as of Q2 2026.
- Truist Financial was a new Oak Barrel Wealth Advisory position in Q2 2026.
- Truist Financial made up 0.18% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #59 holding.
- Oak Barrel Wealth Advisory first reported a position in Truist Financial in Q4 2025 and has held it in 2 quarters since.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.