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Retirement Planning Group (Kansas)’s Truist Financial TFC Stock Holding History

Retirement Planning Group (Kansas)’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 		$656K Buy
13,168
+2,515
+24% +$124K 0.02% 280
2026
Q1 		$490K Buy
10,653
+295
+3% +$14.6K 0.02% 303
2025
Q4 		$510K Buy
10,358
+4,258
+70% +$196K 0.02% 269
2025
Q3 		$279K Buy
+6,100
New +$275K 0.01% 336

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

Retirement Planning Group (Kansas)'s TFC Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Truist Financial (TFC) stake by 24% in Q2 2026, buying an estimated $124K and bringing the position to 13,168 shares worth $656K. The position accounts for 0.02% of the portfolio, ranked #280.

Retirement Planning Group (Kansas) first reported a position in TFC in Q3 2025 and has held it in 4 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Retirement Planning Group (Kansas) held 13,168 shares of Truist Financial worth $656K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 2,515 Truist Financial shares in Q2 2026, an estimated $124K.
  • Truist Financial made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #280 holding.
  • Retirement Planning Group (Kansas) first reported a position in Truist Financial in Q3 2025 and has held it in 4 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.