PCS
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Personal CFO Solutions’s Truist Financial TFC Stock Holding History

Personal CFO Solutions’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 		$201K Buy
+4,039
New +$199K 0.03% 524
2025
Q2 		– Sell
-7,119
Closed -$293K – 510
2025
Q1 		$293K Sell
7,119
-389
-5% -$17.3K 0.06% 322
2024
Q4 		$326K Buy
7,508
+94
+1% +$4.2K 0.06% 296
2024
Q3 		$317K Buy
7,414
+1,545
+26% +$65.2K 0.04% 402
2024
Q2 		$228K Buy
+5,869
New +$222K 0.04% 464
2023
Q1 		– Sell
-5,200
Closed -$224K – 502
2022
Q4 		$224K Buy
+5,200
New +$228K 0.05% 392

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

Personal CFO Solutions's TFC Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in Truist Financial (TFC) in Q2 2026: 4,039 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #524 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in TFC as recently as Q1 2025.

Personal CFO Solutions first reported a position in TFC in Q4 2022 and has held it in 6 quarters since. The position peaked at $326K in Q4 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Personal CFO Solutions held 4,039 shares of Truist Financial worth $201K as of Q2 2026.
  • Truist Financial was a new Personal CFO Solutions position in Q2 2026.
  • Truist Financial made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #524 holding.
  • Personal CFO Solutions first reported a position in Truist Financial in Q4 2022 and has held it in 6 quarters since.
  • Personal CFO Solutions's Truist Financial position peaked at $326K in Q4 2024.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.