Smallwood Wealth Investment Management’s Truist Financial TFC Stock Holding History

Smallwood Wealth Investment 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	$231K	Buy	+4,646	New	+$229K	0.1%	87

Other funds holding TFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Smallwood Wealth Investment Management's TFC Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in Truist Financial (TFC) in Q2 2026: 4,646 shares worth $231K. The stake represents 0.1% of the portfolio and ranks #87 among its holdings.

661 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Smallwood Wealth Investment Management held 4,646 shares of Truist Financial worth $231K as of Q2 2026.
Truist Financial was a new Smallwood Wealth Investment Management position in Q2 2026.
Truist Financial made up 0.1% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #87 holding.
661 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.