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Octavia Wealth Advisors’s Truist Financial TFC Stock Holding History

Octavia Wealth Advisors’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 		$919K Sell
18,442
-10,073
-35% -$496K 0.08% 79
2026
Q1 		$1.31M Sell
28,515
-3,168
-10% -$157K 0.13% 63
2025
Q4 		$1.56M Sell
31,683
-640
-2% -$29.5K 0.15% 60
2025
Q3 		$1.48M Sell
32,323
-1,296
-4% -$58.4K 0.15% 62
2025
Q2 		$1.45M Sell
33,619
-5,741
-15% -$225K 0.16% 58
2025
Q1 		$1.62M Sell
39,360
-4,549
-10% -$203K 0.2% 54
2024
Q4 		$1.9M Sell
43,909
-2,048
-4% -$91.4K 0.23% 48
2024
Q3 		$1.97M Buy
45,957
+14,474
+46% +$611K 0.24% 47
2024
Q2 		$1.22M Buy
31,483
+10,419
+49% +$394K 0.17% 64
2024
Q1 		$821K Buy
21,064
+6,373
+43% +$233K 0.12% 84
2023
Q4 		$542K Buy
14,691
+6,415
+78% +$201K 0.1% 113
2023
Q3 		$237K Buy
+8,276
New +$254K 0.05% 176

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

Octavia Wealth Advisors's TFC Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Truist Financial (TFC) stake by 35% in Q2 2026, selling an estimated $496K and leaving 18,442 shares worth $919K. The position accounts for 0.08% of the portfolio, ranked #79.

Octavia Wealth Advisors first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.97M in Q3 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Octavia Wealth Advisors held 18,442 shares of Truist Financial worth $919K as of Q2 2026.
  • Octavia Wealth Advisors sold 10,073 Truist Financial shares in Q2 2026, an estimated $496K.
  • Truist Financial made up 0.08% of Octavia Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Octavia Wealth Advisors first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
  • Octavia Wealth Advisors's Truist Financial position peaked at $1.97M in Q3 2024.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.