Principia Wealth Advisory
TFC icon

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
Q3 		$3.7K Buy
80
+5
+7% +$254 ﹤0.01% 441
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principia Wealth Advisory's TFC Position: Q3 2026 in Review

Principia Wealth Advisory increased its Truist Financial (TFC) stake by 6.7% in Q3 2026, buying an estimated $254 and bringing the position to 80 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Principia Wealth Advisory first reported a position in TFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.74K in Q2 2026. 1,430 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Principia Wealth Advisory held 80 shares of Truist Financial worth $3.7K as of Q3 2026.
  • Principia Wealth Advisory bought 5 Truist Financial shares in Q3 2026, an estimated $254.
  • Truist Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #441 holding.
  • Principia Wealth Advisory first reported a position in Truist Financial in Q4 2024 and has held it in 8 quarters since.
  • Principia Wealth Advisory's Truist Financial position peaked at $3.74K in Q2 2026.
  • 1,430 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.