Sculati Wealth Management’s Truist Financial TFC Stock Holding History

Sculati 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	$544K	Hold	11,659	–	–	0.18%	87
2026 Q2	$612K	Hold	11,659	–	–	0.2%	82
2026 Q1	$536K	Hold	11,659	–	–	0.2%	84
2025 Q4	$574K	Hold	11,659	–	–	0.2%	83
2025 Q3	$533K	Hold	11,659	–	–	0.19%	85
2025 Q2	$501K	Hold	11,659	–	–	0.19%	85
2025 Q1	$480K	Hold	11,659	–	–	0.19%	75
2024 Q4	$506K	Hold	11,659	–	–	0.2%	74
2024 Q3	$499K	Hold	11,659	–	–	0.2%	76
2024 Q2	$453K	Hold	11,659	–	–	0.19%	76
2024 Q1	$454K	Hold	11,659	–	–	0.2%	79
2023 Q4	$430K	Hold	11,659	–	–	0.2%	76
2023 Q3	$334K	Hold	11,659	–	–	0.17%	81
2023 Q2	$354K	Hold	11,659	–	–	0.18%	83
2023 Q1	$398K	Hold	11,659	–	–	0.21%	80
2022 Q4	$502K	Hold	11,659	–	–	0.28%	75
2022 Q3	$508K	Hold	11,659	–	–	0.3%	78
2022 Q2	$553K	Hold	11,659	–	–	0.32%	78
2022 Q1	$661K	Hold	11,659	–	–	0.32%	76
2021 Q4	$683K	Hold	11,659	–	–	0.33%	80
2021 Q3	$684K	Hold	11,659	–	–	0.36%	77
2021 Q2	$647K	Hold	11,659	–	–	0.34%	79
2021 Q1	$680K	Hold	11,659	–	–	0.39%	73
2020 Q4	$559K	Hold	11,659	–	–	0.37%	66
2020 Q3	$444K	Hold	11,659	–	–	0.33%	71
2020 Q2	$438K	Hold	11,659	–	–	0.37%	62
2020 Q1	$360K	Hold	11,659	–	–	0.4%	61
2019 Q4	$657K	Buy	+11,659	New	+$631K	0.59%	53

Other funds holding TFC

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

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

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

Sculati Wealth Management held its Truist Financial (TFC) position steady in Q3 2026 at 11,659 shares worth $544K. The position accounts for 0.18% of the portfolio, ranked #87.

Sculati Wealth Management first reported a position in TFC in Q4 2019 and has held it in 28 quarters since. The position peaked at $684K in Q3 2021. 838 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Sculati Wealth Management held 11,659 shares of Truist Financial worth $544K as of Q3 2026.
Sculati Wealth Management left its Truist Financial share count unchanged in Q3 2026.
Truist Financial made up 0.18% of Sculati Wealth Management's portfolio in Q3 2026, its #87 holding.
Sculati Wealth Management first reported a position in Truist Financial in Q4 2019 and has held it in 28 quarters since.
Sculati Wealth Management's Truist Financial position peaked at $684K in Q3 2021.
838 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.