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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Hold	–	-$14.8K	–	548
2023 Q4	–	Hold	–	–	–	440
2023 Q3	–	Hold	–	–	–	437

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 $3.38T AUM 44.17% 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. 1,707 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.
1,707 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.