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TD Private Client Wealth’s Truist Financial TFC Stock Holding History

TD Private Client 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 		$2.62M Sell
52,597
-41,872
-44% -$2.06M 0.05% 227
2026
Q1 		$4.34M Buy
94,469
+530
+0.6% +$26.2K 0.09% 140
2025
Q4 		$4.62M Sell
93,939
-8,910
-9% -$410K 0.1% 136
2025
Q3 		$4.7M Buy
102,849
+26,306
+34% +$1.19M 0.11% 133
2025
Q2 		$3.29M Sell
76,543
-2,021
-3% -$79.1K 0.08% 177
2025
Q1 		$3.23M Buy
78,564
+2,579
+3% +$115K 0.09% 159
2024
Q4 		$3.3M Sell
75,985
-1,400
-2% -$62.5K 0.09% 162
2024
Q3 		$3.31M Buy
77,385
+35
+0% +$1.48K 0.1% 164
2024
Q2 		$3.01M Buy
77,350
+3,335
+5% +$126K 0.09% 156
2024
Q1 		$2.89M Sell
74,015
-3,633
-5% -$133K 0.09% 164
2023
Q4 		$2.87M Sell
77,648
-18,652
-19% -$586K 0.1% 167
2023
Q3 		$2.76M Sell
96,300
-21,514
-18% -$662K 0.12% 161
2023
Q2 		$3.58M Sell
117,814
-35,290
-23% -$1.1M 0.15% 143
2023
Q1 		$5.22M Buy
153,104
+26,471
+21% +$1.16M 0.23% 102
2022
Q4 		$5.45M Sell
126,633
-15,088
-11% -$662K 0.26% 89
2022
Q3 		$6.17M Sell
141,721
-6,068
-4% -$292K 0.32% 64
2022
Q2 		$7.01M Buy
147,789
+22,244
+18% +$1.1M 0.34% 58
2022
Q1 		$7.12M Sell
125,545
-137
-0.1% -$8.46K 0.3% 71
2021
Q4 		$7.36M Sell
125,682
-5,978
-5% -$365K 0.31% 67
2021
Q3 		$7.72M Buy
131,660
+9,118
+7% +$510K 0.33% 66
2021
Q2 		$6.8M Buy
122,542
+5,400
+5% +$317K 0.29% 78
2021
Q1 		$6.83M Buy
117,142
+25,793
+28% +$1.41M 0.32% 69
2020
Q4 		$4.38M Sell
91,349
-9,476
-9% -$429K 0.22% 103
2020
Q3 		$3.84M Buy
100,825
+39
+0% +$1.47K 0.21% 105
2020
Q2 		$3.78M Buy
100,786
+6,888
+7% +$248K 0.22% 93
2020
Q1 		$2.9M Sell
93,898
-292
-0.3% -$13.8K 0.21% 105
2019
Q4 		$5.3M Buy
+94,190
New +$5.1M 0.32% 77

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

TD Private Client Wealth's TFC Position: Q2 2026 in Review

TD Private Client Wealth reduced its Truist Financial (TFC) stake by 44% in Q2 2026, selling an estimated $2.06M and leaving 52,597 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #227.

TD Private Client Wealth first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.72M in Q3 2021. 1,701 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • TD Private Client Wealth held 52,597 shares of Truist Financial worth $2.62M as of Q2 2026.
  • TD Private Client Wealth sold 41,872 Truist Financial shares in Q2 2026, an estimated $2.06M.
  • Truist Financial made up 0.05% of TD Private Client Wealth's portfolio in Q2 2026, its #227 holding.
  • TD Private Client Wealth first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Truist Financial position peaked at $7.72M in Q3 2021.
  • 1,701 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.