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Opal Wealth Advisors’s Truist Financial TFC Stock Holding History

Opal 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 		– Sell
-508
Closed -$23.3K – 543
2026
Q1 		$23.3K Buy
+508
New +$25.1K 0.01% 567
2025
Q3 		– Sell
-479
Closed -$20.6K – 503
2025
Q2 		$20.6K Sell
479
-14
-3% -$548 0.01% 564
2025
Q1 		$20.3K Buy
+493
New +$22K 0.01% 527
2024
Q3 		– Sell
-657
Closed -$25.5K – 1061
2024
Q2 		$25.5K Sell
657
-87
-12% -$3.29K 0.01% 451
2024
Q1 		$29K Buy
+744
New +$27.2K 0.01% 226

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

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

Opal Wealth Advisors sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 508 shares — an estimated $23.3K sold.

Opal Wealth Advisors first reported a position in TFC in Q1 2024 and held it in 5 quarters. The position peaked at $29K in Q1 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 508 Truist Financial shares in Q2 2026, an estimated $23.3K.
  • Opal Wealth Advisors first reported a position in Truist Financial in Q1 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's Truist Financial position peaked at $29K in Q1 2024.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.