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TIAA Wealth Investment Management’s Truist Financial TFC Stock Holding History

TIAA Wealth Investment Management’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 		$363K Sell
7,291
-1,504
-17% -$74K ﹤0.01% 256
2026
Q1 		$404K Buy
+8,795
New +$435K ﹤0.01% 229

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TIAA Wealth Investment Management's TFC Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its Truist Financial (TFC) stake by 17% in Q2 2026, selling an estimated $74K and leaving 7,291 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

TIAA Wealth Investment Management first reported a position in TFC in Q1 2026 and has held it in 2 quarters since. The position peaked at $404K in Q1 2026. 1,623 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • TIAA Wealth Investment Management held 7,291 shares of Truist Financial worth $363K as of Q2 2026.
  • TIAA Wealth Investment Management sold 1,504 Truist Financial shares in Q2 2026, an estimated $74K.
  • Truist Financial made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #256 holding.
  • TIAA Wealth Investment Management first reported a position in Truist Financial in Q1 2026 and has held it in 2 quarters since.
  • TIAA Wealth Investment Management's Truist Financial position peaked at $404K in Q1 2026.
  • 1,623 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.