RWB
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RMR Wealth Builders’s Truist Financial TFC Stock Holding History

RMR Wealth Builders’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 		$997K Sell
20,016
-25
-0.1% -$1.23K 0.06% 129
2026
Q1 		$921K Sell
20,041
-259
-1% -$12.8K 0.07% 122
2025
Q4 		$999K Buy
20,300
+824
+4% +$37.9K 0.08% 116
2025
Q3 		$890K Buy
19,476
+271
+1% +$12.2K 0.07% 120
2025
Q2 		$826K Buy
19,205
+313
+2% +$12.2K 0.08% 131
2025
Q1 		$777K Sell
18,892
-273
-1% -$12.2K 0.08% 122
2024
Q4 		$831K Buy
19,165
+324
+2% +$14.5K 0.09% 120
2024
Q3 		$806K Hold
18,841
– – 0.09% 118
2024
Q2 		$732K Hold
18,841
– – 0.08% 120
2024
Q1 		$734K Sell
18,841
-356
-2% -$13K 0.09% 119
2023
Q4 		$709K Buy
19,197
+356
+2% +$11.2K 0.1% 107
2023
Q3 		$539K Hold
18,841
– – 0.09% 128
2023
Q2 		$572K Buy
18,841
+9,516
+102% +$296K 0.1% 104
2023
Q1 		$318K Hold
9,325
– – 0.06% 162
2022
Q4 		$401K Hold
9,325
– – 0.09% 119
2022
Q3 		$406K Hold
9,325
– – 0.1% 112
2022
Q2 		$442K Buy
+9,325
New +$460K 0.11% 116
2021
Q2 		– Sell
-1,253
Closed -$73K – 651
2021
Q1 		$73K Buy
+1,253
New +$68.7K 0.02% 313

Other funds holding TFC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

RMR Wealth Builders's TFC Position: Q2 2026 in Review

RMR Wealth Builders reduced its Truist Financial (TFC) stake by 0.12% in Q2 2026, selling an estimated $1.23K and leaving 20,016 shares worth $997K. The position accounts for 0.06% of the portfolio, ranked #129.

RMR Wealth Builders first reported a position in TFC in Q1 2021 and has held it in 18 quarters since. The position peaked at $999K in Q4 2025. 527 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • RMR Wealth Builders held 20,016 shares of Truist Financial worth $997K as of Q2 2026.
  • RMR Wealth Builders sold 25 Truist Financial shares in Q2 2026, an estimated $1.23K.
  • Truist Financial made up 0.06% of RMR Wealth Builders's portfolio in Q2 2026, its #129 holding.
  • RMR Wealth Builders first reported a position in Truist Financial in Q1 2021 and has held it in 18 quarters since.
  • RMR Wealth Builders's Truist Financial position peaked at $999K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.