Total Wealth Planning & Management’s Truist Financial TFC Stock Holding History

Total Wealth Planning & 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	$423K	Sell	8,500 -536	-6%	-$26.4K	0.29%	120
2026 Q1	$415K	Buy	9,036 +300	+3%	+$14.8K	0.31%	115
2025 Q4	$430K	Buy	+8,736	New	+$402K	0.32%	97
2025 Q2	$358K	Buy	8,336 +300	+4%	+$11.7K	0.29%	127
2025 Q1	$331K	Hold	8,036	–	–	0.31%	118
2024 Q4	$349K	Buy	+8,036	New	+$359K	0.32%	104

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

Total Wealth Planning & Management's TFC Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Truist Financial (TFC) stake by 5.9% in Q2 2026, selling an estimated $26.4K and leaving 8,500 shares worth $423K. The position accounts for 0.29% of the portfolio, ranked #120.

Total Wealth Planning & Management first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $430K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Total Wealth Planning & Management held 8,500 shares of Truist Financial worth $423K as of Q2 2026.
Total Wealth Planning & Management sold 536 Truist Financial shares in Q2 2026, an estimated $26.4K.
Truist Financial made up 0.29% of Total Wealth Planning & Management's portfolio in Q2 2026, its #120 holding.
Total Wealth Planning & Management first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Truist Financial position peaked at $430K in Q4 2025.
1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.