RMG Wealth Management
TFC icon

RMG Wealth Management’s Truist Financial TFC Stock Holding History

RMG 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 		$2.41K Sell
50
-174
-78% -$8.84K ﹤0.01% 410
2026
Q2 		$10.5K Buy
224
+111
+98% +$5.46K ﹤0.01% 284
2026
Q1 		$5.42K Buy
113
+63
+126% +$3.11K ﹤0.01% 374
2025
Q4 		$2.52K Hold
50
– – ﹤0.01% 347
2025
Q3 		$2.21K Hold
50
– – ﹤0.01% 282
2025
Q2 		$2.22K Buy
+50
New +$1.96K ﹤0.01% 289

Other funds holding TFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

RMG Wealth Management reduced its Truist Financial (TFC) stake by 78% in Q3 2026, selling an estimated $8.84K and leaving 50 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

RMG Wealth Management first reported a position in TFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.5K in Q2 2026. 1,094 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • RMG Wealth Management held 50 shares of Truist Financial worth $2.41K as of Q3 2026.
  • RMG Wealth Management sold 174 Truist Financial shares in Q3 2026, an estimated $8.84K.
  • Truist Financial made up ﹤0.01% of RMG Wealth Management's portfolio in Q3 2026, its #410 holding.
  • RMG Wealth Management first reported a position in Truist Financial in Q2 2025 and has held it in 6 quarters since.
  • RMG Wealth Management's Truist Financial position peaked at $10.5K in Q2 2026.
  • 1,094 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.