Portus Wealth Advisors’s Truist Financial TFC Stock Holding History

Portus 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	–	Sell	-10	Closed	-$460	–	479
2026 Q1	$460	Buy	+10	New	+$494	﹤0.01%	486

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Portus Wealth Advisors sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 10 shares — an estimated $460 sold.

Portus Wealth Advisors first reported a position in TFC in Q1 2026 and held it in 1 quarter. The position peaked at $460 in Q1 2026. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Portus Wealth Advisors reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 10 Truist Financial shares in Q2 2026, an estimated $460.
Portus Wealth Advisors first reported a position in Truist Financial in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Truist Financial position peaked at $460 in Q1 2026.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.