StrongBox Wealth’s Truist Financial TFC Stock Holding History

StrongBox 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 Q3	$139	Buy	+3	New	+$152	﹤0.01%	337

Other funds holding TFC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

StrongBox Wealth's TFC Position: Q3 2026 in Review

StrongBox Wealth opened a new position in Truist Financial (TFC) in Q3 2026: 3 shares worth $139. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings.

878 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

StrongBox Wealth held 3 shares of Truist Financial worth $139 as of Q3 2026.
Truist Financial was a new StrongBox Wealth position in Q3 2026.
Truist Financial made up ﹤0.01% of StrongBox Wealth's portfolio in Q3 2026, its #337 holding.
878 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on StrongBox Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.