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

Quaker 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
2025
Q2 		– Sell
-13
Closed -$535 – 1629
2025
Q1 		$535 Buy
+13
New +$579 ﹤0.01% 630

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

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

Quaker Wealth Management reduced its Truist Financial (TFC) stake by 16% in Q2 2026, selling an estimated $344 and leaving 36 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Quaker Wealth Management first reported a position in TFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.98K in Q1 2026. 1,705 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Quaker Wealth Management held 36 shares of Truist Financial worth $1.79K as of Q2 2026.
  • Quaker Wealth Management sold 7 Truist Financial shares in Q2 2026, an estimated $344.
  • Truist Financial made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #461 holding.
  • Quaker Wealth Management first reported a position in Truist Financial in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Truist Financial position peaked at $1.98K in Q1 2026.
  • 1,705 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.