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Silverlake Wealth Management’s Truist Financial TFC Stock Holding History

Silverlake 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
Q2 		$401K Buy
8,054
+808
+11% +$39.7K 0.08% 248
2026
Q1 		$333K Buy
7,246
+133
+2% +$6.57K 0.07% 267
2025
Q4 		$350K Buy
7,113
+518
+8% +$23.9K 0.08% 244
2025
Q3 		$302K Buy
6,595
+1,260
+24% +$56.8K 0.07% 261
2025
Q2 		$229K Buy
+5,335
New +$209K 0.07% 283
2024
Q1 		– Sell
-6,419
Closed -$237K – 256
2023
Q4 		$237K Buy
+6,419
New +$202K 0.13% 191
2022
Q2 		– Sell
-3,647
Closed -$207K – 229
2022
Q1 		$207K Sell
3,647
-67
-2% -$4.14K 0.12% 204
2021
Q4 		$217K Buy
+3,714
New +$227K 0.12% 202

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Silverlake Wealth Management's TFC Position: Q2 2026 in Review

Silverlake Wealth Management increased its Truist Financial (TFC) stake by 11% in Q2 2026, buying an estimated $39.7K and bringing the position to 8,054 shares worth $401K. The position accounts for 0.08% of the portfolio, ranked #248.

Silverlake Wealth Management first reported a position in TFC in Q4 2021 and has held it in 8 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Silverlake Wealth Management held 8,054 shares of Truist Financial worth $401K as of Q2 2026.
  • Silverlake Wealth Management bought 808 Truist Financial shares in Q2 2026, an estimated $39.7K.
  • Truist Financial made up 0.08% of Silverlake Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Silverlake Wealth Management first reported a position in Truist Financial in Q4 2021 and has held it in 8 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.