Proathlete Wealth Management
TFC icon

Proathlete Wealth Management’s Truist Financial TFC Stock Holding History

Proathlete Wealth 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
Q3 		$9.9K Buy
214
+125
+140% +$6.35K ﹤0.01% 350
2026
Q2 		$4.48K Hold
89
– – ﹤0.01% 176
2026
Q1 		$4.09K Hold
89
– – ﹤0.01% 181
2025
Q4 		$4.38K Sell
89
-192
-68% -$8.84K ﹤0.01% 190
2025
Q3 		$12.8K Hold
281
– – ﹤0.01% 149
2025
Q2 		$12.1K Hold
281
– – ﹤0.01% 169
2025
Q1 		$11.6K Buy
+281
New +$12.5K ﹤0.01% 156

Other funds holding TFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Proathlete Wealth Management's TFC Position: Q3 2026 in Review

Proathlete Wealth Management increased its Truist Financial (TFC) stake by 140% in Q3 2026, buying an estimated $6.35K and bringing the position to 214 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Proathlete Wealth Management first reported a position in TFC in Q1 2025 and has held it in 7 quarters since. The position peaked at $12.8K in Q3 2025. 935 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Proathlete Wealth Management held 214 shares of Truist Financial worth $9.9K as of Q3 2026.
  • Proathlete Wealth Management bought 125 Truist Financial shares in Q3 2026, an estimated $6.35K.
  • Truist Financial made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q3 2026, its #350 holding.
  • Proathlete Wealth Management first reported a position in Truist Financial in Q1 2025 and has held it in 7 quarters since.
  • Proathlete Wealth Management's Truist Financial position peaked at $12.8K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.