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Phillips Wealth Planners’s Truist Financial TFC Stock Holding History

Phillips Wealth Planners’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 		$339K Sell
6,595
-2,695
-29% -$133K 0.25% 126
2026
Q1 		$446K Sell
9,290
-577
-6% -$28.5K 0.34% 97
2025
Q4 		$494K Sell
9,867
-89
-0.9% -$4.1K 0.4% 82
2025
Q3 		$451K Buy
9,956
+1,795
+22% +$80.9K 0.37% 84
2025
Q2 		$371K Buy
8,161
+1,930
+31% +$75.5K 0.34% 104
2025
Q1 		$221K Sell
6,231
-74
-1% -$3.3K 0.23% 160
2024
Q4 		$270K Sell
6,305
-38
-0.6% -$1.7K 0.27% 130
2024
Q3 		$282K Sell
6,343
-36
-0.6% -$1.52K 0.27% 133
2024
Q2 		$250K Buy
6,379
+78
+1% +$2.95K 0.26% 146
2024
Q1 		$225K Buy
+6,301
New +$231K 0.26% 153
2023
Q4 		– Sell
-7,791
Closed -$219K – 167
2023
Q3 		$219K Sell
7,791
-4,458
-36% -$137K 0.3% 131
2023
Q2 		$372K Sell
12,249
-58
-0.5% -$1.8K 0.49% 79
2023
Q1 		$388K Sell
12,307
-8,445
-41% -$369K 0.51% 71
2022
Q4 		$1.02M Buy
+20,752
New +$910K 1.78% 15

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

Phillips Wealth Planners's TFC Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Truist Financial (TFC) stake by 29% in Q2 2026, selling an estimated $133K and leaving 6,595 shares worth $339K. The position accounts for 0.25% of the portfolio, ranked #126.

Phillips Wealth Planners first reported a position in TFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2022. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Phillips Wealth Planners held 6,595 shares of Truist Financial worth $339K as of Q2 2026.
  • Phillips Wealth Planners sold 2,695 Truist Financial shares in Q2 2026, an estimated $133K.
  • Truist Financial made up 0.25% of Phillips Wealth Planners's portfolio in Q2 2026, its #126 holding.
  • Phillips Wealth Planners first reported a position in Truist Financial in Q4 2022 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Truist Financial position peaked at $1.02M in Q4 2022.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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