QFW
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QTR Family Wealth’s Truist Financial TFC Stock Holding History

QTR Family Wealth’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 		– Sell
-4,311
Closed -$214K – 363
2026
Q1 		$214K Buy
4,311
+394
+10% +$19.5K 0.09% 264
2025
Q4 		$216K Buy
+3,917
New +$180K 0.1% 256

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

QTR Family Wealth's TFC Position: Q2 2026 in Review

QTR Family Wealth sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 4,311 shares — an estimated $214K sold.

QTR Family Wealth first reported a position in TFC in Q4 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 1,123 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • QTR Family Wealth reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • QTR Family Wealth sold 4,311 Truist Financial shares in Q2 2026, an estimated $214K.
  • QTR Family Wealth first reported a position in Truist Financial in Q4 2025 and held it in 2 quarters.
  • QTR Family Wealth's Truist Financial position peaked at $216K in Q4 2025.
  • 1,123 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.