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Retirement Wealth Solutions’s Truist Financial TFC Stock Holding History

Retirement Wealth Solutions’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 		$3.15K Buy
68
+3
+5% +$152 ﹤0.01% 490
2026
Q2 		$3.24K Sell
65
-3
-4% -$148 ﹤0.01% 430
2026
Q1 		$3.13K Buy
+68
New +$3.36K ﹤0.01% 405

Other funds holding TFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Retirement Wealth Solutions's TFC Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Truist Financial (TFC) stake by 4.6% in Q3 2026, buying an estimated $152 and bringing the position to 68 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Retirement Wealth Solutions first reported a position in TFC in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.24K in Q2 2026. 73 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Retirement Wealth Solutions held 68 shares of Truist Financial worth $3.15K as of Q3 2026.
  • Retirement Wealth Solutions bought 3 Truist Financial shares in Q3 2026, an estimated $152.
  • Truist Financial made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #490 holding.
  • Retirement Wealth Solutions first reported a position in Truist Financial in Q1 2026 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's Truist Financial position peaked at $3.24K in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.