Principia Wealth Advisory’s Truist Financial TFC Stock Holding History

Principia Wealth Advisory’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	$3.74K	Buy	75 +2	+3%	+$98	﹤0.01%	424
2026 Q1	$3.36K	Buy	73 +39	+115%	+$1.93K	﹤0.01%	380
2025 Q4	$1.67K	Buy	34 +5	+17%	+$230	﹤0.01%	503
2025 Q3	$1.33K	Buy	29 +5	+21%	+$225	﹤0.01%	545
2025 Q2	$1.03K	Buy	24 +9	+60%	+$352	﹤0.01%	562
2025 Q1	$570	Sell	15 -13	-46%	-$579	﹤0.01%	535
2024 Q4	$1.22K	Buy	+28	New	+$1.25K	﹤0.01%	325

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

Principia Wealth Advisory's TFC Position: Q2 2026 in Review

Principia Wealth Advisory increased its Truist Financial (TFC) stake by 2.7% in Q2 2026, buying an estimated $98 and bringing the position to 75 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Principia Wealth Advisory first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Principia Wealth Advisory held 75 shares of Truist Financial worth $3.74K as of Q2 2026.
Principia Wealth Advisory bought 2 Truist Financial shares in Q2 2026, an estimated $98.
Truist Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #424 holding.
Principia Wealth Advisory first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.