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

Private 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 		$48.1K Hold
966
– – 0.01% 244
2026
Q1 		$44.4K Sell
966
-126
-12% -$6.23K 0.01% 207
2025
Q4 		$53.7K Sell
1,092
-143
-12% -$6.59K 0.01% 188
2025
Q3 		$56.5K Hold
1,235
– – 0.02% 175
2025
Q2 		$53.1K Buy
1,235
+9
+0.7% +$352 0.02% 163
2025
Q1 		$50.5K Hold
1,226
– – 0.02% 163
2024
Q4 		$53.2K Sell
1,226
-6
-0.5% -$268 0.02% 161
2024
Q3 		$52.7K Buy
1,232
+5
+0.4% +$211 0.02% 156
2024
Q2 		$47.7K Hold
1,227
– – 0.02% 160
2024
Q1 		$47.8K Sell
1,227
-3
-0.2% -$110 0.02% 156
2023
Q4 		$45.4K Buy
+1,230
New +$38.6K 0.02% 165

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 Management Group's TFC Position: Q2 2026 in Review

Private Wealth Management Group held its Truist Financial (TFC) position steady in Q2 2026 at 966 shares worth $48.1K. The position accounts for 0.01% of the portfolio, ranked #244.

Private Wealth Management Group first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $56.5K in Q3 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Private Wealth Management Group held 966 shares of Truist Financial worth $48.1K as of Q2 2026.
  • Private Wealth Management Group left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #244 holding.
  • Private Wealth Management Group first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Truist Financial position peaked at $56.5K in Q3 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.