Red Door Wealth Management’s Truist Financial TFC Stock Holding History

Red Door 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	$214K	Buy	+4,291	New	+$211K	0.02%	303
2021 Q3	–	Sell	-1,060	Closed	-$58K	–	551
2021 Q2	$58K	Buy	+1,060	New	+$62.3K	0.02%	244
2020 Q3	–	Sell	-624	Closed	-$23K	–	383
2020 Q2	$23K	Hold	624	–	–	0.02%	238
2020 Q1	$19K	Buy	+624	New	+$29.5K	0.02%	234

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Red Door Wealth Management's TFC Position: Q2 2026 in Review

Red Door Wealth Management opened a new position in Truist Financial (TFC) in Q2 2026: 4,291 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #303 among its holdings. This is a return to the name: Red Door Wealth Management previously reported a position in TFC as recently as Q2 2021.

Red Door Wealth Management first reported a position in TFC in Q1 2020 and has held it in 4 quarters since. 487 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Red Door Wealth Management held 4,291 shares of Truist Financial worth $214K as of Q2 2026.
Truist Financial was a new Red Door Wealth Management position in Q2 2026.
Truist Financial made up 0.02% of Red Door Wealth Management's portfolio in Q2 2026, its #303 holding.
Red Door Wealth Management first reported a position in Truist Financial in Q1 2020 and has held it in 4 quarters since.
487 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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