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Prestige Wealth Management Group’s Truist Financial TFC Stock Holding History

Prestige Wealth Management Group’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 		$18.1K Hold
364
– – ﹤0.01% 361
2026
Q1 		$16.7K Hold
364
– – ﹤0.01% 354
2025
Q4 		$17.9K Sell
364
-104
-22% -$4.79K ﹤0.01% 359
2025
Q3 		$21.4K Sell
468
-106
-18% -$4.78K ﹤0.01% 355
2025
Q2 		$24.7K Sell
574
-5
-0.9% -$196 0.01% 332
2025
Q1 		$23.8K Hold
579
– – 0.01% 326
2024
Q4 		$25.1K Hold
579
– – 0.01% 330
2024
Q3 		$24.8K Sell
579
-7,747
-93% -$327K 0.01% 323
2024
Q2 		$323K Sell
8,326
-160
-2% -$6.04K 0.07% 113
2024
Q1 		$331K Buy
8,486
+675
+9% +$24.7K 0.07% 120
2023
Q4 		$288K Buy
7,811
+7,640
+4,468% +$240K 0.07% 122
2023
Q3 		$4.89K Hold
171
– – ﹤0.01% 577
2023
Q2 		$5.19K Sell
171
-3,919
-96% -$122K ﹤0.01% 587
2023
Q1 		$139K Buy
4,090
+341
+9% +$14.9K 0.04% 163
2022
Q4 		$161K Buy
3,749
+9
+0.2% +$395 0.04% 148
2022
Q3 		$163K Buy
3,740
+357
+11% +$17.2K 0.05% 150
2022
Q2 		$161K Buy
3,383
+3,089
+1,051% +$152K 0.04% 147
2022
Q1 		$17K Hold
294
– – ﹤0.01% 376
2021
Q4 		$17K Hold
294
– – ﹤0.01% 403
2021
Q3 		$17K Hold
294
– – ﹤0.01% 399
2021
Q2 		$16K Hold
294
– – ﹤0.01% 393
2021
Q1 		$17K Hold
294
– – ﹤0.01% 383
2020
Q4 		$14K Sell
294
-65
-18% -$2.94K ﹤0.01% 404
2020
Q3 		$14K Sell
359
-179
-33% -$6.74K ﹤0.01% 395
2020
Q2 		$21K Buy
538
+185
+52% +$6.66K 0.01% 326
2020
Q1 		$11K Sell
353
-5,207
-94% -$246K ﹤0.01% 371
2019
Q4 		$314K Sell
5,560
-201
-3% -$10.9K 0.17% 91
2019
Q3 		$307K Sell
5,761
-193
-3% -$9.56K 0.18% 86
2019
Q2 		$292K Sell
5,954
-1,342
-18% -$65.7K 0.18% 90
2019
Q1 		$339K Buy
7,296
+7,211
+8,484% +$352K 0.21% 88
2018
Q4 		$4K Buy
+85
New +$4.08K ﹤0.01% 671

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

Prestige Wealth Management Group's TFC Position: Q2 2026 in Review

Prestige Wealth Management Group held its Truist Financial (TFC) position steady in Q2 2026 at 364 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Prestige Wealth Management Group first reported a position in TFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $339K in Q1 2019. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Prestige Wealth Management Group held 364 shares of Truist Financial worth $18.1K as of Q2 2026.
  • Prestige Wealth Management Group left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #361 holding.
  • Prestige Wealth Management Group first reported a position in Truist Financial in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Truist Financial position peaked at $339K in Q1 2019.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.