Partners in Financial Planning’s Truist Financial TFC Stock Holding History

Partners in Financial Planning’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	$852K	Buy	17,096 +25	+0.1%	+$1.23K	0.13%	64
2026 Q1	$785K	Buy	17,071 +2,263	+15%	+$112K	0.13%	61
2025 Q4	$729K	Hold	14,808	–	–	0.12%	59
2025 Q3	$677K	Hold	14,808	–	–	0.12%	58
2025 Q2	$637K	Hold	14,808	–	–	0.12%	59
2025 Q1	$609K	Buy	14,808 +1,128	+8%	+$50.3K	0.12%	59
2024 Q4	$593K	Hold	13,680	–	–	0.12%	58
2024 Q3	$585K	Buy	13,680 +39	+0.3%	+$1.65K	0.12%	61
2024 Q2	$530K	Buy	13,641 +30	+0.2%	+$1.13K	0.12%	60
2024 Q1	$531K	Hold	13,611	–	–	0.12%	60
2023 Q4	$503K	Hold	13,611	–	–	0.12%	60
2023 Q3	$389K	Hold	13,611	–	–	0.1%	67
2023 Q2	$413K	Sell	13,611 -9,929	-42%	-$308K	0.11%	66
2023 Q1	$803K	Hold	23,540	–	–	0.21%	48
2022 Q4	$1.03M	Sell	23,540 -18	-0.1%	-$790	0.28%	41
2022 Q3	$1.08M	Sell	23,558 -35	-0.1%	-$1.68K	0.31%	37
2022 Q2	$1.14M	Sell	23,593 -1,806	-7%	-$89.1K	0.36%	30
2022 Q1	$1.29M	Sell	25,399 -3,361	-12%	-$208K	0.41%	28
2021 Q4	$1.83M	Buy	28,760 +29	+0.1%	+$1.77K	0.56%	22
2021 Q3	$1.69M	Buy	28,731 +39	+0.1%	+$2.18K	0.53%	22
2021 Q2	$1.59M	Buy	+28,692	New	+$1.69M	0.5%	25

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Partners in Financial Planning's TFC Position: Q2 2026 in Review

Partners in Financial Planning increased its Truist Financial (TFC) stake by 0.15% in Q2 2026, buying an estimated $1.23K and bringing the position to 17,096 shares worth $852K. The position accounts for 0.13% of the portfolio, ranked #64.

Partners in Financial Planning first reported a position in TFC in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.83M in Q4 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Partners in Financial Planning held 17,096 shares of Truist Financial worth $852K as of Q2 2026.
Partners in Financial Planning bought 25 Truist Financial shares in Q2 2026, an estimated $1.23K.
Truist Financial made up 0.13% of Partners in Financial Planning's portfolio in Q2 2026, its #64 holding.
Partners in Financial Planning first reported a position in Truist Financial in Q2 2021 and has held it in 21 quarters since.
Partners in Financial Planning's Truist Financial position peaked at $1.83M in Q4 2021.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.