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Spire Wealth Management’s Truist Financial TFC Stock Holding History

Spire 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 		$417K Buy
8,363
+65
+0.8% +$3.2K 0.01% 593
2026
Q1 		$381K Sell
8,298
-7
-0.1% -$346 0.01% 609
2025
Q4 		$409K Sell
8,305
-120
-1% -$5.53K 0.01% 589
2025
Q3 		$385K Buy
8,425
+23
+0.3% +$1.04K 0.01% 599
2025
Q2 		$361K Sell
8,402
-6,257
-43% -$245K 0.01% 593
2025
Q1 		$603K Sell
14,659
-9,226
-39% -$411K 0.02% 519
2024
Q4 		$1.04M Sell
23,885
-760
-3% -$33.9K 0.03% 384
2024
Q3 		$1.05M Buy
24,645
+1,875
+8% +$79.2K 0.04% 368
2024
Q2 		$885K Sell
22,770
-13,937
-38% -$526K 0.03% 364
2024
Q1 		$1.43M Buy
36,707
+7,652
+26% +$280K 0.03% 297
2023
Q4 		$1.09M Buy
29,055
+657
+2% +$20.6K 0.04% 344
2023
Q3 		$812K Buy
28,398
+10,976
+63% +$338K 0.03% 378
2023
Q2 		$529K Sell
17,422
-1,136
-6% -$35.3K 0.02% 477
2023
Q1 		$633K Buy
18,558
+9,681
+109% +$423K 0.02% 436
2022
Q4 		$382K Buy
8,877
+1,143
+15% +$50.1K 0.02% 411
2022
Q3 		$337K Sell
7,734
-15,761
-67% -$758K 0.02% 410
2022
Q2 		$1.11M Sell
23,495
-13,634
-37% -$672K 0.05% 312
2022
Q1 		$2.1M Buy
37,129
+490
+1% +$30.3K 0.06% 263
2021
Q4 		$2.15M Sell
36,639
-1,563
-4% -$95.5K 0.05% 299
2021
Q3 		$2.24M Sell
38,202
-144
-0.4% -$8.05K 0.06% 263
2021
Q2 		$2.13M Buy
38,346
+1,164
+3% +$68.4K 0.06% 278
2021
Q1 		$2.04M Buy
+37,182
New +$2.04M 0.05% 277

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

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

Spire Wealth Management increased its Truist Financial (TFC) stake by 0.78% in Q2 2026, buying an estimated $3.2K and bringing the position to 8,363 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #593.

Spire Wealth Management first reported a position in TFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.24M in Q3 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Spire Wealth Management held 8,363 shares of Truist Financial worth $417K as of Q2 2026.
  • Spire Wealth Management bought 65 Truist Financial shares in Q2 2026, an estimated $3.2K.
  • Truist Financial made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #593 holding.
  • Spire Wealth Management first reported a position in Truist Financial in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Truist Financial position peaked at $2.24M in Q3 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.