Quest 10 Wealth Builders’s Truist Financial TFC Stock Holding History

Quest 10 Wealth Builders’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	$41.5K	Buy	834 +10	+1%	+$492	0.03%	241
2026 Q1	$37.9K	Sell	824 -19	-2%	-$939	0.03%	247
2025 Q4	$41.5K	Buy	843 +806	+2,178%	+$37.1K	0.04%	211
2025 Q3	$1.71K	Buy	37 +4	+12%	+$180	﹤0.01%	637
2025 Q2	$1.44K	Sell	33 -1	-3%	-$39	﹤0.01%	607
2025 Q1	$1.41K	Sell	34 -1,409	-98%	-$62.8K	﹤0.01%	585
2024 Q4	$62.6K	Buy	+1,443	New	+$64.4K	0.06%	163

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Quest 10 Wealth Builders's TFC Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its Truist Financial (TFC) stake by 1.2% in Q2 2026, buying an estimated $492 and bringing the position to 834 shares worth $41.5K. The position accounts for 0.03% of the portfolio, ranked #241.

Quest 10 Wealth Builders first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $62.6K in Q4 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Quest 10 Wealth Builders held 834 shares of Truist Financial worth $41.5K as of Q2 2026.
Quest 10 Wealth Builders bought 10 Truist Financial shares in Q2 2026, an estimated $492.
Truist Financial made up 0.03% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #241 holding.
Quest 10 Wealth Builders first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's Truist Financial position peaked at $62.6K in Q4 2024.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.