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Prevail Innovative Wealth Advisors’s Truist Financial TFC Stock Holding History

Prevail Innovative 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 		$3.5M Buy
70,187
+18,992
+37% +$934K 0.52% 75
2026
Q1 		$2.35M Buy
51,195
+8,578
+20% +$424K 0.4% 81
2025
Q4 		$2.1M Buy
42,617
+5,163
+14% +$238K 0.38% 93
2025
Q3 		$1.71M Buy
37,454
+13,739
+58% +$619K 0.33% 110
2025
Q2 		$1.02M Buy
23,715
+5,412
+30% +$212K 0.23% 130
2025
Q1 		$753K Buy
18,303
+11,305
+162% +$504K 0.2% 123
2024
Q4 		$304K Buy
+6,998
New +$312K 0.09% 141

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

Prevail Innovative Wealth Advisors's TFC Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Truist Financial (TFC) stake by 37% in Q2 2026, buying an estimated $934K and bringing the position to 70,187 shares worth $3.5M. The position accounts for 0.52% of the portfolio, ranked #75.

Prevail Innovative Wealth Advisors first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 70,187 shares of Truist Financial worth $3.5M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 18,992 Truist Financial shares in Q2 2026, an estimated $934K.
  • Truist Financial made up 0.52% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.