Riverbend Wealth Management’s Truist Financial TFC Stock Holding History

Riverbend 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 Q3	$739K	Buy	15,971 +314	+2%	+$16K	0.34%	80
2026 Q2	$780K	Buy	15,657 +168	+1%	+$8.26K	0.39%	70
2026 Q1	$712K	Sell	15,489 -81	-0.5%	-$4K	0.41%	69
2025 Q4	$766K	Buy	15,570 +422	+3%	+$19.4K	0.48%	62
2025 Q3	$693K	Buy	15,148 +189	+1%	+$8.52K	0.48%	56
2025 Q2	$643K	Buy	14,959 +184	+1%	+$7.2K	0.49%	54
2025 Q1	$608K	Buy	14,775 +151	+1%	+$6.73K	0.54%	55
2024 Q4	$634K	Buy	+14,624	New	+$653K	0.57%	46

Other funds holding TFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Riverbend Wealth Management's TFC Position: Q3 2026 in Review

Riverbend Wealth Management increased its Truist Financial (TFC) stake by 2% in Q3 2026, buying an estimated $16K and bringing the position to 15,971 shares worth $739K. The position accounts for 0.34% of the portfolio, ranked #80.

Riverbend Wealth Management first reported a position in TFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $780K in Q2 2026. 935 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Riverbend Wealth Management held 15,971 shares of Truist Financial worth $739K as of Q3 2026.
Riverbend Wealth Management bought 314 Truist Financial shares in Q3 2026, an estimated $16K.
Truist Financial made up 0.34% of Riverbend Wealth Management's portfolio in Q3 2026, its #80 holding.
Riverbend Wealth Management first reported a position in Truist Financial in Q4 2024 and has held it in 8 quarters since.
Riverbend Wealth Management's Truist Financial position peaked at $780K in Q2 2026.
935 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.