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Revisor Wealth Management’s Truist Financial TFC Stock Holding History

Revisor 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 		$555K Sell
11,150
-160
-1% -$7.87K 0.13% 173
2026
Q1 		$520K Sell
11,310
-850
-7% -$42K 0.14% 157
2025
Q4 		$598K Buy
+12,160
New +$560K 0.16% 150
2025
Q3 		– Sell
-13,459
Closed -$612K – 286
2025
Q2 		$612K Buy
+13,459
New +$527K 0.22% 100

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

Revisor Wealth Management's TFC Position: Q2 2026 in Review

Revisor Wealth Management reduced its Truist Financial (TFC) stake by 1.4% in Q2 2026, selling an estimated $7.87K and leaving 11,150 shares worth $555K. The position accounts for 0.13% of the portfolio, ranked #173.

Revisor Wealth Management first reported a position in TFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $612K in Q2 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Revisor Wealth Management held 11,150 shares of Truist Financial worth $555K as of Q2 2026.
  • Revisor Wealth Management sold 160 Truist Financial shares in Q2 2026, an estimated $7.87K.
  • Truist Financial made up 0.13% of Revisor Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Revisor Wealth Management first reported a position in Truist Financial in Q2 2025 and has held it in 4 quarters since.
  • Revisor Wealth Management's Truist Financial position peaked at $612K in Q2 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.