SWP
TFC icon

Sagespring Wealth Partners’s Truist Financial TFC Stock Holding History

Sagespring Wealth Partners’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 		$1.33M Sell
26,612
-1,172
-4% -$57.7K 0.02% 293
2026
Q1 		$1.28M Buy
27,784
+1,583
+6% +$78.2K 0.02% 273
2025
Q4 		$1.29M Buy
26,201
+2,660
+11% +$123K 0.02% 261
2025
Q3 		$1.08M Buy
23,541
+1,735
+8% +$78.2K 0.02% 289
2025
Q2 		$937K Buy
21,806
+3,946
+22% +$154K 0.02% 297
2025
Q1 		$735K Buy
17,860
+4,378
+32% +$195K 0.02% 301
2024
Q4 		$585K Buy
+13,482
New +$602K 0.02% 313

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sagespring Wealth Partners's TFC Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Truist Financial (TFC) stake by 4.2% in Q2 2026, selling an estimated $57.7K and leaving 26,612 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #293.

Sagespring Wealth Partners first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,123 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Sagespring Wealth Partners held 26,612 shares of Truist Financial worth $1.33M as of Q2 2026.
  • Sagespring Wealth Partners sold 1,172 Truist Financial shares in Q2 2026, an estimated $57.7K.
  • Truist Financial made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #293 holding.
  • Sagespring Wealth Partners first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.