SteelPeak Wealth’s Truist Financial TFC Stock Holding History

SteelPeak 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	–	Sell	-16,106	Closed	-$740K	–	699
2026 Q1	$740K	Buy	+16,106	New	+$796K	0.02%	337
2025 Q4	–	Sell	-190,918	Closed	-$8.73M	–	645
2025 Q3	$8.73M	Buy	190,918 +85,220	+81%	+$3.84M	0.29%	81
2025 Q2	$4.54M	Buy	105,698 +15,800	+18%	+$618K	0.18%	105
2025 Q1	$3.7M	Buy	89,898 +11,564	+15%	+$515K	0.15%	120
2024 Q4	$3.4M	Sell	78,334 -16,860	-18%	-$752K	0.14%	116
2024 Q3	$4.07M	Sell	95,194 -12,876	-12%	-$544K	0.18%	99
2024 Q2	$4.2M	Sell	108,070 -116,310	-52%	-$4.39M	0.19%	91
2024 Q1	$8.75M	Buy	224,380 +8,290	+4%	+$303K	0.44%	56
2023 Q4	$7.98M	Buy	216,090 +204,717	+1,800%	+$6.43M	0.46%	60
2023 Q3	$325K	Buy	+11,373	New	+$350K	0.02%	319

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

SteelPeak Wealth's TFC Position: Q2 2026 in Review

SteelPeak Wealth sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 16,106 shares — an estimated $740K sold.

SteelPeak Wealth first reported a position in TFC in Q3 2023 and held it in 10 quarters. The position peaked at $8.75M in Q1 2024. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

SteelPeak Wealth reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
SteelPeak Wealth sold 16,106 Truist Financial shares in Q2 2026, an estimated $740K.
SteelPeak Wealth first reported a position in Truist Financial in Q3 2023 and held it in 10 quarters.
SteelPeak Wealth's Truist Financial position peaked at $8.75M in Q1 2024.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.