QWM
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Quadcap Wealth Management’s Truist Financial TFC Stock Holding History

Quadcap 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
Q2 		$1.49M Buy
29,832
+286
+1% +$14.1K 0.14% 126
2026
Q1 		$1.36M Buy
29,546
+184
+0.6% +$9.09K 0.15% 122
2025
Q4 		$1.44M Sell
29,362
-254
-0.9% -$11.7K 0.17% 114
2025
Q3 		$1.35M Sell
29,616
-18
-0.1% -$812 0.16% 120
2025
Q2 		$1.27M Sell
29,634
-127
-0.4% -$4.97K 0.16% 124
2025
Q1 		$1.22M Buy
29,761
+1,896
+7% +$84.5K 0.18% 118
2024
Q4 		$1.21M Sell
27,865
-4,262
-13% -$190K 0.18% 114
2024
Q3 		$1.37M Buy
32,127
+445
+1% +$18.8K 0.21% 101
2024
Q2 		$1.23M Sell
31,682
-2,429
-7% -$91.8K 0.22% 98
2024
Q1 		$1.33M Sell
34,111
-5,246
-13% -$192K 0.3% 78
2023
Q4 		$1.45M Buy
+39,357
New +$1.24M 0.38% 64

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

Quadcap Wealth Management's TFC Position: Q2 2026 in Review

Quadcap Wealth Management increased its Truist Financial (TFC) stake by 0.97% in Q2 2026, buying an estimated $14.1K and bringing the position to 29,832 shares worth $1.49M. The position accounts for 0.14% of the portfolio, ranked #126.

Quadcap Wealth Management first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Quadcap Wealth Management held 29,832 shares of Truist Financial worth $1.49M as of Q2 2026.
  • Quadcap Wealth Management bought 286 Truist Financial shares in Q2 2026, an estimated $14.1K.
  • Truist Financial made up 0.14% of Quadcap Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Quadcap Wealth Management first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.