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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Olistico Wealth's TFC Position: Q2 2026 in Review

Olistico Wealth held its Truist Financial (TFC) position steady in Q2 2026 at 300 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #225.

Olistico Wealth first reported a position in TFC in Q2 2024 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Olistico Wealth held 300 shares of Truist Financial worth $14.9K as of Q2 2026.
  • Olistico Wealth left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #225 holding.
  • Olistico Wealth first reported a position in Truist Financial in Q2 2024 and has held it in 8 quarters since.
  • 261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.