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Private Wealth Asset Management’s Truist Financial TFC Stock Holding History

Private Wealth Asset Management’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 		$67.7K Sell
1,358
-153
-10% -$7.53K 0.01% 388
2026
Q1 		$69.5K Buy
1,511
+300
+25% +$14.8K 0.01% 384
2025
Q4 		$59.6K Hold
1,211
– – 0.01% 398
2025
Q3 		$55.4K Sell
1,211
-1,071
-47% -$48.3K 0.01% 381
2025
Q2 		$98.1K Sell
2,282
-29
-1% -$1.14K 0.01% 310
2025
Q1 		$95.1K Buy
+2,311
New +$103K 0.01% 304

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

Private Wealth Asset Management's TFC Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Truist Financial (TFC) stake by 10% in Q2 2026, selling an estimated $7.53K and leaving 1,358 shares worth $67.7K. The position accounts for 0.01% of the portfolio, ranked #388.

Private Wealth Asset Management first reported a position in TFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $98.1K in Q2 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Private Wealth Asset Management held 1,358 shares of Truist Financial worth $67.7K as of Q2 2026.
  • Private Wealth Asset Management sold 153 Truist Financial shares in Q2 2026, an estimated $7.53K.
  • Truist Financial made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #388 holding.
  • Private Wealth Asset Management first reported a position in Truist Financial in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Truist Financial position peaked at $98.1K in Q2 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.