Olistico Wealth’s Truist Financial TFC Stock Holding History

Olistico 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 Q3	$13.9K	Hold	300	–	–	0.01%	239
2026 Q2	$14.9K	Hold	300	–	–	0.01%	225
2026 Q1	$13.8K	Hold	300	–	–	0.01%	236
2025 Q4	$14.8K	Buy	+300	New	+$13.8K	0.01%	232
2025 Q3	–	Sell	-300	Closed	-$12.9K	–	307
2025 Q2	$12.9K	Hold	300	–	–	0.01%	251
2025 Q1	$12.3K	Hold	300	–	–	0.01%	239
2024 Q4	$13K	Hold	300	–	–	0.01%	232
2024 Q3	$12.8K	Hold	300	–	–	0.01%	233
2024 Q2	$11.7K	Buy	+300	New	+$11.3K	0.01%	239

Other funds holding TFC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Olistico Wealth's TFC Position: Q3 2026 in Review

Olistico Wealth held its Truist Financial (TFC) position steady in Q3 2026 at 300 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #239.

Olistico Wealth first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.9K in Q2 2026. 336 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Olistico Wealth held 300 shares of Truist Financial worth $13.9K as of Q3 2026.
Olistico Wealth left its Truist Financial share count unchanged in Q3 2026.
Truist Financial made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #239 holding.
Olistico Wealth first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's Truist Financial position peaked at $14.9K in Q2 2026.
336 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.