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Oak Harbor Wealth Partners’s Truist Financial TFC Stock Holding History

Oak Harbor Wealth Partners’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 		$1.69M Sell
33,994
-16,599
-33% -$817K 0.63% 46
2026
Q1 		$2.33M Sell
50,593
-1,343
-3% -$66.4K 0.54% 42
2025
Q4 		$2.56M Sell
51,936
-2,446
-4% -$113K 0.61% 38
2025
Q3 		$2.49M Buy
54,382
+1,056
+2% +$47.6K 0.61% 39
2025
Q2 		$2.29M Buy
53,326
+5,593
+12% +$219K 0.62% 39
2025
Q1 		$1.96M Buy
47,733
+10,302
+28% +$459K 0.56% 43
2024
Q4 		$1.62M Sell
37,431
-1,226
-3% -$54.7K 0.47% 57
2024
Q3 		$1.65M Sell
38,657
-220
-0.6% -$9.29K 0.47% 57
2024
Q2 		$1.51M Buy
38,877
+16
+0% +$604 0.47% 57
2024
Q1 		$1.51M Sell
38,861
-630
-2% -$23K 0.47% 58
2023
Q4 		$1.46M Sell
39,491
-1,644
-4% -$51.6K 0.49% 57
2023
Q3 		$1.18M Sell
41,135
-3,212
-7% -$98.8K 0.42% 66
2023
Q2 		$1.35M Buy
44,347
+4,246
+11% +$132K 0.46% 60
2023
Q1 		$1.37M Sell
40,101
-130
-0.3% -$5.67K 0.5% 62
2022
Q4 		$1.73M Buy
40,231
+4,027
+11% +$177K 0.66% 44
2022
Q3 		$1.58M Buy
36,204
+1,737
+5% +$83.6K 0.62% 45
2022
Q2 		$1.64M Buy
34,467
+1,205
+4% +$59.4K 0.65% 45
2022
Q1 		$1.89M Sell
33,262
-657
-2% -$40.6K 0.62% 44
2021
Q4 		$1.99M Buy
+33,919
New +$2.07M 0.68% 40

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

Oak Harbor Wealth Partners's TFC Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Truist Financial (TFC) stake by 33% in Q2 2026, selling an estimated $817K and leaving 33,994 shares worth $1.69M. The position accounts for 0.63% of the portfolio, ranked #46.

Oak Harbor Wealth Partners first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.56M in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Oak Harbor Wealth Partners held 33,994 shares of Truist Financial worth $1.69M as of Q2 2026.
  • Oak Harbor Wealth Partners sold 16,599 Truist Financial shares in Q2 2026, an estimated $817K.
  • Truist Financial made up 0.63% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Oak Harbor Wealth Partners first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's Truist Financial position peaked at $2.56M in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.