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Pitcairn Wealth Advisors’s Truist Financial TFC Stock Holding History

Pitcairn Wealth Advisors’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 		$515K Sell
10,338
-21
-0.2% -$1.03K 0.06% 178
2026
Q1 		$510K Buy
10,359
+50
+0.5% +$2.47K 0.05% 178
2025
Q4 		$507K Buy
+10,309
New +$475K 0.05% 179

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

Pitcairn Wealth Advisors's TFC Position: Q2 2026 in Review

Pitcairn Wealth Advisors reduced its Truist Financial (TFC) stake by 0.2% in Q2 2026, selling an estimated $1.03K and leaving 10,338 shares worth $515K. The position accounts for 0.06% of the portfolio, ranked #178.

Pitcairn Wealth Advisors first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 1,697 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Pitcairn Wealth Advisors held 10,338 shares of Truist Financial worth $515K as of Q2 2026.
  • Pitcairn Wealth Advisors sold 21 Truist Financial shares in Q2 2026, an estimated $1.03K.
  • Truist Financial made up 0.06% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • Pitcairn Wealth Advisors first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,697 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.