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Parcion Private Wealth’s Truist Financial TFC Stock Holding History

Parcion Private 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 		$302K Buy
6,071
+505
+9% +$24.8K 0.02% 380
2026
Q1 		$256K Sell
5,566
-35
-0.6% -$1.73K 0.02% 367
2025
Q4 		$276K Sell
5,601
-324
-5% -$14.9K 0.02% 339
2025
Q3 		$271K Buy
5,925
+398
+7% +$17.9K 0.02% 294
2025
Q2 		$238K Sell
5,527
-140,424
-96% -$5.49M 0.02% 267
2025
Q1 		$6.01M Buy
145,951
+4,050
+3% +$180K 0.49% 51
2024
Q4 		$6.16M Buy
141,901
+164
+0.1% +$7.32K 0.47% 52
2024
Q3 		$6.06M Buy
141,737
+6,278
+5% +$265K 0.5% 45
2024
Q2 		$5.26M Buy
135,459
+13
+0% +$491 0.48% 45
2024
Q1 		$5.28M Buy
135,446
+392
+0.3% +$14.3K 0.46% 45
2023
Q4 		$4.99M Buy
135,054
+75,428
+127% +$2.37M 0.46% 49
2023
Q3 		$1.71M Sell
59,626
-63,402
-52% -$1.95M 0.18% 85
2023
Q2 		$3.73M Buy
123,028
+8,588
+8% +$267K 0.38% 61
2023
Q1 		$3.9M Buy
114,440
+41,013
+56% +$1.79M 0.41% 55
2022
Q4 		$3.16M Buy
73,427
+11,377
+18% +$499K 0.34% 59
2022
Q3 		$2.7M Buy
62,050
+5,256
+9% +$253K 0.3% 74
2022
Q2 		$2.73M Sell
56,794
-3,737
-6% -$184K 0.27% 83
2022
Q1 		$3.44M Sell
60,531
-11,675
-16% -$721K 0.32% 72
2021
Q4 		$4.87M Buy
72,206
+1,627
+2% +$99.4K 0.44% 55
2021
Q3 		$4.33M Buy
70,579
+1,384
+2% +$77.3K 0.38% 65
2021
Q2 		$3.84M Buy
69,195
+150
+0.2% +$8.81K 0.38% 69
2021
Q1 		$4.03M Sell
69,045
-28,747
-29% -$1.58M 0.46% 61
2020
Q4 		$4.69M Buy
97,792
+5,061
+5% +$229K 0.62% 38
2020
Q3 		$3.71M Buy
92,731
+37,915
+69% +$1.43M 0.57% 38
2020
Q2 		$2.01M Buy
+54,816
New +$1.97M 0.34% 54
2020
Q1 		– Sell
-47,640
Closed -$2.68M – 231
2019
Q4 		$2.68M Buy
+47,640
New +$2.58M 0.59% 46

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

Parcion Private Wealth's TFC Position: Q2 2026 in Review

Parcion Private Wealth increased its Truist Financial (TFC) stake by 9.1% in Q2 2026, buying an estimated $24.8K and bringing the position to 6,071 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #380.

Parcion Private Wealth first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.16M in Q4 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Parcion Private Wealth held 6,071 shares of Truist Financial worth $302K as of Q2 2026.
  • Parcion Private Wealth bought 505 Truist Financial shares in Q2 2026, an estimated $24.8K.
  • Truist Financial made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #380 holding.
  • Parcion Private Wealth first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • Parcion Private Wealth's Truist Financial position peaked at $6.16M in Q4 2024.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.