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One Wealth Advisors’s Truist Financial TFC Stock Holding History

One 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 		$493K Buy
9,888
+2,511
+34% +$124K 0.05% 187
2026
Q1 		$339K Buy
+7,377
New +$365K 0.04% 230
2023
Q1 		– Sell
-1,011
Closed -$43.5K – 555
2022
Q4 		$43.5K Buy
+1,011
New +$44.3K 0.01% 437
2019
Q2 		– Sell
-49
Closed -$2K – 437
2019
Q1 		$2K Buy
+49
New +$2.39K ﹤0.01% 497

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

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

One Wealth Advisors increased its Truist Financial (TFC) stake by 34% in Q2 2026, buying an estimated $124K and bringing the position to 9,888 shares worth $493K. The position accounts for 0.05% of the portfolio, ranked #187.

One Wealth Advisors first reported a position in TFC in Q1 2019 and has held it in 4 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • One Wealth Advisors held 9,888 shares of Truist Financial worth $493K as of Q2 2026.
  • One Wealth Advisors bought 2,511 Truist Financial shares in Q2 2026, an estimated $124K.
  • Truist Financial made up 0.05% of One Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • One Wealth Advisors first reported a position in Truist Financial in Q1 2019 and has held it in 4 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.