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Planning Strategies’s Truist Financial TFC Stock Holding History

Planning Strategies’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 		$84.2K Buy
+1,690
New +$83.1K 0.05% 117

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planning Strategies's TFC Position: Q2 2026 in Review

Planning Strategies opened a new position in Truist Financial (TFC) in Q2 2026: 1,690 shares worth $84.2K. The stake represents 0.05% of the portfolio and ranks #117 among its holdings.

1,623 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Planning Strategies held 1,690 shares of Truist Financial worth $84.2K as of Q2 2026.
  • Truist Financial was a new Planning Strategies position in Q2 2026.
  • Truist Financial made up 0.05% of Planning Strategies's portfolio in Q2 2026, its #117 holding.
  • 1,623 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.