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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
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

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

Retirement Wealth Solutions's TFC Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Truist Financial (TFC) stake by 4.4% in Q2 2026, selling an estimated $148 and leaving 65 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Retirement Wealth Solutions first reported a position in TFC in Q1 2026 and has held it in 2 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Retirement Wealth Solutions held 65 shares of Truist Financial worth $3.24K as of Q2 2026.
  • Retirement Wealth Solutions sold 3 Truist Financial shares in Q2 2026, an estimated $148.
  • Truist Financial made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #430 holding.
  • Retirement Wealth Solutions first reported a position in Truist Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.