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Peachtree Investment Partners’s Truist Financial TFC Stock Holding History

Peachtree Investment Partners’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
6,059
+10
+0.2% +$492 0.1% 79
2026
Q1 		$278K Buy
6,049
+60
+1% +$2.96K 0.11% 76
2025
Q4 		$295K Sell
5,989
-120
-2% -$5.53K 0.1% 70
2025
Q3 		$279K Sell
6,109
-140
-2% -$6.31K 0.1% 77
2025
Q2 		$269K Sell
6,249
-180
-3% -$7.04K 0.1% 81
2025
Q1 		$265K Sell
6,429
-125
-2% -$5.57K 0.1% 76
2024
Q4 		$284K Sell
6,554
-175
-3% -$7.81K 0.11% 70
2024
Q3 		$288K Sell
6,729
-465
-6% -$19.6K 0.11% 68
2024
Q2 		$279K Sell
7,194
-415
-5% -$15.7K 0.11% 60
2024
Q1 		$297K Sell
7,609
-274
-3% -$10K 0.12% 61
2023
Q4 		$291K Sell
7,883
-282
-3% -$8.85K 0.12% 69
2023
Q3 		$234K Sell
8,165
-298
-4% -$9.16K 0.12% 74
2023
Q2 		$257K Buy
8,463
+165
+2% +$5.12K 0.12% 78
2023
Q1 		$283K Hold
8,298
– – 0.18% 60
2022
Q4 		$357K Buy
+8,298
New +$364K 0.22% 60

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

Peachtree Investment Partners's TFC Position: Q2 2026 in Review

Peachtree Investment Partners increased its Truist Financial (TFC) stake by 0.17% in Q2 2026, buying an estimated $492 and bringing the position to 6,059 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #79.

Peachtree Investment Partners first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $357K in Q4 2022. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Peachtree Investment Partners held 6,059 shares of Truist Financial worth $302K as of Q2 2026.
  • Peachtree Investment Partners bought 10 Truist Financial shares in Q2 2026, an estimated $492.
  • Truist Financial made up 0.1% of Peachtree Investment Partners's portfolio in Q2 2026, its #79 holding.
  • Peachtree Investment Partners first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
  • Peachtree Investment Partners's Truist Financial position peaked at $357K in Q4 2022.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.