QWP
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
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% -$9.95K 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

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

Quotient Wealth Partners's TFC Position: Q2 2026 in Review

Quotient Wealth Partners increased its Truist Financial (TFC) stake by 2.9% in Q2 2026, buying an estimated $10.2K and bringing the position to 7,317 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #262.

Quotient Wealth Partners first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $368K in Q4 2023. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Quotient Wealth Partners held 7,317 shares of Truist Financial worth $365K as of Q2 2026.
  • Quotient Wealth Partners bought 208 Truist Financial shares in Q2 2026, an estimated $10.2K.
  • Truist Financial made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #262 holding.
  • Quotient Wealth Partners first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Truist Financial position peaked at $368K in Q4 2023.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.