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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
2024
Q1 		– Hold
0
– -$14.8K – 548
2023
Q4 		– Hold
0
– – – 440
2023
Q3 		– Hold
0
– – – 437

Other funds holding TFC

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 832 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.
  • 832 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.