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Perigon Wealth Management’s Truist Financial TFC Stock Holding History

Perigon Wealth Management’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 		$801K Buy
16,075
+10
+0.1% +$492 0.01% 679
2026
Q1 		$739K Sell
16,065
-332
-2% -$16.4K 0.01% 631
2025
Q4 		$807K Buy
16,397
+5,003
+44% +$230K 0.01% 609
2025
Q3 		$521K Buy
11,394
+1,080
+10% +$48.7K 0.01% 725
2025
Q2 		$443K Sell
10,314
-377
-4% -$14.8K 0.01% 706
2025
Q1 		$440K Sell
10,691
-145
-1% -$6.46K 0.01% 673
2024
Q4 		$487K Buy
10,836
+1,661
+18% +$74.1K 0.01% 648
2024
Q3 		$392K Buy
9,175
+232
+3% +$9.8K 0.01% 697
2024
Q2 		$347K Sell
8,943
-355
-4% -$13.4K 0.01% 637
2024
Q1 		$362K Buy
9,298
+906
+11% +$33.1K 0.01% 624
2023
Q4 		$310K Buy
8,392
+625
+8% +$19.6K 0.01% 643
2023
Q3 		$222K Sell
7,767
-599
-7% -$18.4K 0.01% 699
2023
Q2 		$254K Sell
8,366
-420
-5% -$13K 0.01% 667
2023
Q1 		$300K Buy
8,786
+696
+9% +$30.4K 0.02% 538
2022
Q4 		$348K Buy
+8,090
New +$355K 0.02% 487
2022
Q3 		– Sell
-5,097
Closed -$242K – 603
2022
Q2 		$242K Buy
5,097
+1,056
+26% +$52.1K 0.02% 489
2022
Q1 		$229K Buy
+4,041
New +$250K 0.02% 550
2021
Q1 		– Sell
-961
Closed -$46K – 977
2020
Q4 		$46K Buy
+961
New +$43.5K 0.01% 768

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

Perigon Wealth Management's TFC Position: Q2 2026 in Review

Perigon Wealth Management increased its Truist Financial (TFC) stake by 0.06% in Q2 2026, buying an estimated $492 and bringing the position to 16,075 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #679.

Perigon Wealth Management first reported a position in TFC in Q4 2020 and has held it in 18 quarters since. The position peaked at $807K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Perigon Wealth Management held 16,075 shares of Truist Financial worth $801K as of Q2 2026.
  • Perigon Wealth Management bought 10 Truist Financial shares in Q2 2026, an estimated $492.
  • Truist Financial made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #679 holding.
  • Perigon Wealth Management first reported a position in Truist Financial in Q4 2020 and has held it in 18 quarters since.
  • Perigon Wealth Management's Truist Financial position peaked at $807K in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.