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PDS Planning’s Truist Financial TFC Stock Holding History

PDS 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 		$335K Buy
6,728
+36
+0.5% +$1.77K 0.02% 396
2026
Q1 		$308K Buy
6,692
+95
+1% +$4.69K 0.02% 384
2025
Q4 		$325K Sell
6,597
-27
-0.4% -$1.24K 0.02% 360
2025
Q3 		$303K Buy
6,624
+4
+0.1% +$180 0.02% 370
2025
Q2 		$285K Buy
+6,620
New +$259K 0.02% 371
2025
Q1 		– Sell
-4,627
Closed -$201K – 489
2024
Q4 		$201K Sell
4,627
-945
-17% -$42.2K 0.02% 403
2024
Q3 		$238K Buy
+5,572
New +$235K 0.02% 367

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PDS Planning's TFC Position: Q2 2026 in Review

PDS Planning increased its Truist Financial (TFC) stake by 0.54% in Q2 2026, buying an estimated $1.77K and bringing the position to 6,728 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #396.

PDS Planning first reported a position in TFC in Q3 2024 and has held it in 7 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • PDS Planning held 6,728 shares of Truist Financial worth $335K as of Q2 2026.
  • PDS Planning bought 36 Truist Financial shares in Q2 2026, an estimated $1.77K.
  • Truist Financial made up 0.02% of PDS Planning's portfolio in Q2 2026, its #396 holding.
  • PDS Planning first reported a position in Truist Financial in Q3 2024 and has held it in 7 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.