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Prosperity Consulting Group’s Truist Financial TFC Stock Holding History

Prosperity Consulting 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 		$861K Buy
17,292
+212
+1% +$10.4K 0.03% 291
2026
Q1 		$785K Buy
17,080
+584
+4% +$28.9K 0.03% 281
2025
Q4 		$812K Buy
16,496
+1,910
+13% +$88K 0.04% 276
2025
Q3 		$667K Buy
14,586
+1,025
+8% +$46.2K 0.03% 301
2025
Q2 		$583K Buy
13,561
+223
+2% +$8.72K 0.04% 287
2025
Q1 		$549K Buy
13,338
+315
+2% +$14K 0.04% 291
2024
Q4 		$565K Buy
13,023
+7,814
+150% +$349K 0.04% 298
2024
Q3 		$223K Buy
+5,209
New +$220K 0.02% 429

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Prosperity Consulting Group's TFC Position: Q2 2026 in Review

Prosperity Consulting Group increased its Truist Financial (TFC) stake by 1.2% in Q2 2026, buying an estimated $10.4K and bringing the position to 17,292 shares worth $861K. The position accounts for 0.03% of the portfolio, ranked #291.

Prosperity Consulting Group first reported a position in TFC in Q3 2024 and has held it in 8 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Prosperity Consulting Group held 17,292 shares of Truist Financial worth $861K as of Q2 2026.
  • Prosperity Consulting Group bought 212 Truist Financial shares in Q2 2026, an estimated $10.4K.
  • Truist Financial made up 0.03% of Prosperity Consulting Group's portfolio in Q2 2026, its #291 holding.
  • Prosperity Consulting Group first reported a position in Truist Financial in Q3 2024 and has held it in 8 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.