Quotient Wealth Partners
TFC icon

Quotient Wealth Partners’s Truist Financial TFC Stock Holding History

Quotient Wealth Partners’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
Q3 		$335K Sell
7,245
-72
-1% -$3.66K 0.01% 292
2026
Q2 		$365K Buy
7,317
+208
+3% +$10.2K 0.01% 262
2026
Q1 		$327K Buy
7,109
+569
+9% +$28.1K 0.01% 266
2025
Q4 		$322K Buy
6,540
+253
+4% +$11.7K 0.01% 266
2025
Q3 		$287K Buy
6,287
+89
+1% +$4.01K 0.01% 281
2025
Q2 		$266K Sell
6,198
-539
-8% -$21.1K 0.01% 289
2025
Q1 		$277K Buy
6,737
+209
+3% +$9.31K 0.01% 268
2024
Q4 		$283K Sell
6,528
-223
-3% -$10K 0.01% 257
2024
Q3 		$289K Buy
6,751
+691
+11% +$29.2K 0.01% 253
2024
Q2 		$235K Sell
6,060
-87
-1% -$3.29K 0.01% 280
2024
Q1 		$240K Sell
6,147
-3,817
-38% -$140K 0.01% 269
2023
Q4 		$368K Buy
+9,964
New +$313K 0.01% 205

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Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Quotient Wealth Partners's TFC Position: Q3 2026 in Review

Quotient Wealth Partners reduced its Truist Financial (TFC) stake by 0.98% in Q3 2026, selling an estimated $3.66K and leaving 7,245 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #292.

Quotient Wealth Partners first reported a position in TFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $368K in Q4 2023. 1,407 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Quotient Wealth Partners held 7,245 shares of Truist Financial worth $335K as of Q3 2026.
  • Quotient Wealth Partners sold 72 Truist Financial shares in Q3 2026, an estimated $3.66K.
  • Truist Financial made up 0.01% of Quotient Wealth Partners's portfolio in Q3 2026, its #292 holding.
  • Quotient Wealth Partners first reported a position in Truist Financial in Q4 2023 and has held it in 12 quarters since.
  • Quotient Wealth Partners's Truist Financial position peaked at $368K in Q4 2023.
  • 1,407 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Quotient Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.