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Simplicity Wealth’s Truist Financial TFC Stock Holding History

Simplicity Wealth’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 		$687K Sell
13,798
-40
-0.3% -$1.97K 0.02% 540
2026
Q1 		$636K Buy
13,838
+1,997
+17% +$98.7K 0.04% 401
2025
Q4 		$583K Buy
11,841
+387
+3% +$17.8K 0.03% 393
2025
Q3 		$524K Sell
11,454
-3,140
-22% -$142K 0.03% 428
2025
Q2 		$627K Buy
+14,594
New +$571K 0.03% 410
2024
Q3 		– Sell
-34,678
Closed -$1.35M – 1126
2024
Q2 		$1.35M Buy
34,678
+980
+3% +$37K 0.03% 441
2024
Q1 		$1.31M Buy
+33,698
New +$1.23M 0.03% 451

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Simplicity Wealth's TFC Position: Q2 2026 in Review

Simplicity Wealth reduced its Truist Financial (TFC) stake by 0.29% in Q2 2026, selling an estimated $1.97K and leaving 13,798 shares worth $687K. The position accounts for 0.02% of the portfolio, ranked #540.

Simplicity Wealth first reported a position in TFC in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q2 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Simplicity Wealth held 13,798 shares of Truist Financial worth $687K as of Q2 2026.
  • Simplicity Wealth sold 40 Truist Financial shares in Q2 2026, an estimated $1.97K.
  • Truist Financial made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #540 holding.
  • Simplicity Wealth first reported a position in Truist Financial in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Truist Financial position peaked at $1.35M in Q2 2024.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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