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Premier Path Wealth Partners’s Truist Financial TFC Stock Holding History

Premier Path Wealth Partners’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 		$821K Sell
16,473
-179
-1% -$8.81K 0.09% 192
2026
Q1 		$765K Buy
16,652
+2,449
+17% +$121K 0.1% 196
2025
Q4 		$699K Buy
14,203
+516
+4% +$23.8K 0.09% 207
2025
Q3 		$626K Buy
13,687
+1,210
+10% +$54.6K 0.08% 234
2025
Q2 		$536K Sell
12,477
-2,246
-15% -$87.9K 0.07% 239
2025
Q1 		$606K Buy
14,723
+690
+5% +$30.7K 0.09% 213
2024
Q4 		$609K Buy
14,033
+126
+0.9% +$5.62K 0.09% 209
2024
Q3 		$595K Buy
13,907
+38
+0.3% +$1.6K 0.09% 212
2024
Q2 		$539K Buy
13,869
+2,038
+17% +$77K 0.09% 214
2024
Q1 		$461K Buy
11,831
+779
+7% +$28.5K 0.09% 219
2023
Q4 		$408K Buy
+11,052
New +$347K 0.09% 214

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Premier Path Wealth Partners's TFC Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Truist Financial (TFC) stake by 1.1% in Q2 2026, selling an estimated $8.81K and leaving 16,473 shares worth $821K. The position accounts for 0.09% of the portfolio, ranked #192.

Premier Path Wealth Partners first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. 660 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Premier Path Wealth Partners held 16,473 shares of Truist Financial worth $821K as of Q2 2026.
  • Premier Path Wealth Partners sold 179 Truist Financial shares in Q2 2026, an estimated $8.81K.
  • Truist Financial made up 0.09% of Premier Path Wealth Partners's portfolio in Q2 2026, its #192 holding.
  • Premier Path Wealth Partners first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • 660 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.